401(k) · DOL Form 5500 · 2023

Five Star Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
184
Participants Below avg headcount
70th
Percentile by assets National rank
$95,423
Avg per participant Below avg balance/head
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Official DOL plan name: Five Star Bank 401(k) Profit Sharing Plan and Trust · Sponsored by Five Star Bank · California · Finance & Insurance

$18M in assets, 184 participants

Five Star Bank's Five Star Bank 401(k) Profit Sharing Plan and Trust reported $18M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,979 in Finance & Insurance (8,869 peers)

Coverage in California

Five Star Bank 401(k) Profit Sharing Plan and Trust covers 184 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $18M.

#4,979
in Finance & Insurance (8,869 peers)
+32.9%
assets growth YoY

Five Star Bank 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Five Star Bank 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$17,557,881 Top 30% higher than 70% 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

Five Star Bank 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Five Star Bank 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Five Star Bank 401(k) Profit Sharing Plan and Trust reported net income rose from -$739K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Five Star Bank 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Five Star Bank 401(k) Profit Sharing Plan and Trust reported participants rose from 168 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680440105 · Five Star Bank PY 2023 · 401(k)

Five Star Bank 401(k) Profit Sharing Plan and Trust · $18M · 184 · 70th

  • EOY $18M
  • 5500 184
  • ASSETS 70th
  • PCT 401(k)
  • EIN near R & D Tool & Engineering Company Profit Sharing Plan and Trust
  • RANK ind #4979

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 →

Five Star Bank 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Five Star Bank 401(k) Profit Sharing Plan and TrustFive Star Bank 401(k) Profit…$18MR & D Tool & Engineering Company Profit Sharing Plan and TrustR & D Tool & Engineering Com…$18MFineline Technologies, Inc. 401(k) PlanFineline Technologies, Inc. …$18MKore Wireless Inc. 401(k) PlanKore Wireless Inc. 401(k) Pl…$18MUniversal Lending Corporation 401(k)Universal Lending Corporatio…$18M
End-of-year total assets ($M) among Five Star Bank 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN680440105
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Five Star Bank)

Sponsor-wide plan assets over time

All Five Star Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 53.98351856235082% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.2M $20.4M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 168 $13M
2023 1 184 $18M
2024 1 185 $20M

Nearby 401(k) Plans in California

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

Five Star Bank 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Five Star Bank 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.017557881 · Participants: 184Five Star Bank 401(k) Profit Sharing Plan and TrustWells 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
Five Star Bank 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Five Star Bank 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Five Star Bank 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is R & D Tool & Engineering Company Profit Sharing Plan and Trust in MO ($18M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Five Star Bank 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Five Star Bank 401(k) Profit Sharing Plan and Trust surged - up 32.9% during 2023, from $13M to $18M. Reported net income was $4M.
How have Five Star Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Five Star Bank's sponsor-wide assets grew 54.0%, from $13M to $20M.
Which 401(k) plans are similar in size to Five Star Bank 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is R & D Tool & Engineering Company Profit Sharing Plan and Trust in MO ($18M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Five Star Bank 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 680440105.

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.