401(k) · DOL Form 5500 · 2023

Oak Valley Community Bank 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
191
Participants Below avg headcount
81st
Percentile by assets National rank
$173,342
Avg per participant Above avg balance/head
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Official DOL plan name: Oak Valley Community Bank 401(k) Profit Sharing Plan · Sponsored by Oak Valley Community Bank · California · Finance & Insurance

$33M in assets, 191 participants

Oak Valley Community Bank's Oak Valley Community Bank 401(k) Profit Sharing Plan reported $33M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,233 in Finance & Insurance (8,869 peers)

Coverage in California

Oak Valley Community Bank 401(k) Profit Sharing Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $33M.

#6,233
in Finance & Insurance (8,869 peers)
+29.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Oak Valley Community Bank 401(k) Profit Sharing Plan's outsized position by total assets

Oak Valley Community Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$33,108,339 Top 19% higher than 81% 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

Oak Valley Community Bank 401(k) Profit Sharing Plan 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. Oak Valley Community Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Valley Community Bank 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Oak Valley Community Bank 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Oak Valley Community Bank 401(k) Profit Sharing Plan reported participants rose from 183 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770262278 · Oak Valley Community Bank PY 2023 · 401(k)

Oak Valley Community Bank 401(k) Profit Sharing Plan · $33M · 191 · 81st

  • PCT $33M
  • EIN 191
  • RANK 81st
  • PHOTO 401(k)
  • IND near Waterfield Technologies 401(k) Plan
  • EOY ind #6233

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 →

Oak Valley Community Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Oak Valley Community Bank 401(k) Profit Sharing PlanOak Valley Community Bank 40…$33MWaterfield Technologies 401(k) PlanWaterfield Technologies 401(…$33MV. Alexander & Co., Inc. Savings PlanV. Alexander & Co., Inc. Sav…$33MCovert Auto Group 401(k) Plan$33MPatrick Dealer Group Savings PlanPatrick Dealer Group Savings…$33M
End-of-year total assets ($M) among Oak Valley Community Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$8M
Employer EIN770262278
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Valley Community Bank)

Sponsor-wide plan assets over time

All Oak Valley Community Bank plans reported in each filing year

Latest sponsor-wide plan assets
$33M 30.778968898742004% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.6M $33.4M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 183 $26M
2023 1 191 $33M
2024 1 209 $33M

Nearby 401(k) Plans in California

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

Oak Valley Community Bank 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 ($B) Participants Oak Valley Community Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.033108339 · Participants: 191Oak Valley Community Bank 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
Oak Valley Community Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oak Valley Community Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oak Valley Community Bank 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 Waterfield Technologies 401(k) Plan in OK ($33M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Oak Valley Community Bank 401(k) Profit Sharing Plan assets move in 2023? ▼
Oak Valley Community Bank 401(k) Profit Sharing Plan grew sharply - up 29.6% during 2023, from $26M to $33M. Reported net income was $8M.
How have Oak Valley Community Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Valley Community Bank's sponsor-wide assets grew 30.8%, from $26M to $33M.
Where does Oak Valley Community Bank 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oak Valley Community Bank 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oak Valley Community Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waterfield Technologies 401(k) Plan in OK ($33M, 395 participants).
Which 401(k) plans cover a similar participant headcount to Oak Valley Community Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants, N/A 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 770262278.

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.