401(k) · DOL Form 5500 · 2023

Cvb Financial Corp. 401(k) Plan

Data updated 2026-08-11

$175M
Total assets
1,073
Participants
94th
Percentile by assets
$163,157
Avg per participant
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Official DOL plan name: Cvb Financial Corp. 401(k) & Profit Sharing Plan · Sponsored by Cvb Financial Corp. · California · Finance & Insurance

$175M in assets, 1,073 participants

Cvb Financial Corp.'s Cvb Financial Corp. 401(k) & Profit Sharing Plan reported $175M in total assets and 1,073 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 94th percentile by assets (of 127,072 plans)
  • #8,055 in Finance & Insurance (8,869 peers)

Where Cvb Financial Corp. 401(k) & Profit Sharing Plan sits by assets

Cvb Financial Corp. 401(k) & Profit Sharing Plan sits in the top 10% of all filed plans by assets, $175M for 1,073 participants (~$163,157/participant), up 16.6% in 2023.

$175M
total plan assets (2023 EOY)
1,073
covered participants
94th
percentile by assets (of 127,072 plans)
$163,157
avg assets per participant

Where Cvb Financial Corp. 401(k) & Profit Sharing Plan sits by total assets

Cvb Financial Corp. 401(k) & Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$175,067,177 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cvb Financial Corp. 401(k) & Profit Sharing Plan reported net income rose from -$28M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Cvb Financial Corp. 401(k) & Profit Sharing Plan end-of-year assets rose from $150M in the plan year 2022 filing to $175M in the plan year 2023 filing.
  • Cvb Financial Corp. 401(k) & Profit Sharing Plan reported participants fell from 1,106 in the plan year 2022 filing to 1,073 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Finance & Insurance

Cvb Financial Corp. 401(k) & Profit Sharing Plan vs the 2023 asset distribution

By assets, Cvb Financial Corp. 401(k) & Profit Sharing Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$150M
Net Assets (End of Year)$175M
Net Income$25M
Employer EIN952868024
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cvb Financial Corp.)

$140M$160M$180M$200M 202220232024 $150M $187M ▲ +24.8%
Total plan assets by year, all Cvb Financial Corp. plans on file
Year Plans Participants Total Assets
2022 1 1,106 $150M
2023 1 1,073 $175M
2024 1 1,105 $187M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cvb Financial Corp. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Cvb Financial Corp. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cvb Financial Corp. …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Cvb Financial Corp. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cvb Financial Corp. 401(k) & Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cvb Financial Corp. 401(k) & Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Cvb Financial Corp. 401(k) & Profit Sharing Plan assets move in 2023? ▼
Cvb Financial Corp. 401(k) & Profit Sharing Plan grew sharply - up 16.6% during 2023, from $150M to $175M. Reported net income was $25M.
How have Cvb Financial Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cvb Financial Corp.'s sponsor-wide assets grew 24.8%, from $150M to $187M.
Where does Cvb Financial Corp. 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cvb Financial Corp. 401(k) & Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cvb Financial Corp. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forefront Dermatology 401(k) Plan in WI ($175M, 2,654 participants).

Next read for Cvb Financial Corp. 401(k) & Profit Shar…

Scale reading

Ways to act on Cvb Financial Corp. 401(k) & Profit Sharing Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952868024.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.