401(k) · DOL Form 5500 · 2023

Cvb Financial Corp. 401(k) Plan

Data updated 2026-08-25

$175M
Total assets Near avg plan size
1,073
Participants Near avg headcount
94th
Percentile by assets National rank
$163,157
Avg per participant Above avg balance/head
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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.

  • #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.

#8,055
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Cvb Financial Corp. 401(k) & Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Cvb Financial Corp. 401(k) & Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cvb Financial Corp. 401(k) & Profit Sharing Plan lands in the large band (1,073 participants).

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 →

DOL schedule card

Filing strip 952868024 · Cvb Financial Corp. PY 2023 · 401(k)

Cvb Financial Corp. 401(k) & Profit Sharing Plan · $175M · 1,073 · 94th

  • SCH $175M
  • SCH 1,073
  • SCH 94th
  • SCH 401(k)
  • SCH near Forefront Dermatology 401(k) Plan
  • SCH ind #8055

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Cvb Financial Corp. 401(k) & Profit Sharing Plan in the asset neighbourhood

Floyd Healthcare Management, Inc. 401(k) Retirement PlanFloyd Healthcare Management,…$175MForefront Dermatology 401(k) PlanForefront Dermatology 401(k)…$175MCvb Financial Corp. 401(k) & Profit Sharing PlanCvb Financial Corp. 401(k) &…$175MGeisinger Health Plan 401(k) Savings PlanGeisinger Health Plan 401(k)…$175MAprio Employees Retirement PlanAprio Employees Retirement P…$175M
End-of-year total assets ($M) among Cvb Financial Corp. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Cvb Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$187M 24.755112806036937% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $150M $187M ▲ +24.8%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cvb Financial Corp. 401(k) & Profit Sharing Plan, Total assets ($B): 0.175067177 · Participants: 1073Cvb Financial Corp. 401(k) & Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 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 Sharing Plan side-by-side with 3 peers →

Cvb Financial Corp. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Forefront Dermatology 401(k) Plan in WI ($175M); by covered participants it is Peoples First Properties Retirement Savings Plan in FL (1,073 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($175M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,073 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Cvb Financial Corp. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peoples First Properties Retirement Savings Plan in FL (1,073 participants, $18M in assets).

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.