ESOP · DOL Form 5500 · 2023

Hemet Bancorp ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
94
Participants Small participant base
45th
Percentile by assets National rank
$54,329
Avg per participant Low balance/head
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Official DOL plan name: Hemet Bancorp Employee Stock Ownership Plan · Sponsored by Hemet Bancorp · California · Finance & Insurance

$5M in assets, 94 participants

Hemet Bancorp's Hemet Bancorp Employee Stock Ownership Plan reported $5M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,819 in Finance & Insurance (8,869 peers)

Hemet Bancorp multi-year trail

Hemet Bancorp's plans moved +20.7% in assets from 2022 to 2024; this filing shows Hemet Bancorp Employee Stock Ownership Plan at $5M / 94 participants.

#2,819
in Finance & Insurance (8,869 peers)
+4.0%
assets growth YoY

Hemet Bancorp Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Hemet Bancorp Employee Stock Ownership Plan vs every filed plan by assets

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

$5,106,955 45th percentile higher than 45% 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

Hemet Bancorp Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hemet Bancorp Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hemet Bancorp Employee Stock Ownership Plan reported net income fell from $547K in the plan year 2022 filing to $189K in the plan year 2023 filing.
  • Hemet Bancorp Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Hemet Bancorp Employee Stock Ownership Plan reported participants rose from 91 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 912155043 · Hemet Bancorp PY 2023 · ESOP

Hemet Bancorp Employee Stock Ownership Plan · $5M · 94 · 45th

  • SCH $5M
  • SCH 94
  • SCH 45th
  • SCH ESOP
  • SCH near Goelzer Employee Stock Ownership Plan
  • SCH ind #2819

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 What is an ESOP? → · Plans in California →

Hemet Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Hemet Bancorp Employee Stock Ownership PlanHemet Bancorp Employee Stock…$5MGoelzer Employee Stock Ownership PlanGoelzer Employee Stock Owner…$5MSpectral Sciences, Inc. Employee Stock Ownership PlanSpectral Sciences, Inc. Empl…$5MFitzwater Holding Group Employee Stock Ownership PlanFitzwater Holding Group Empl…$5MFab Tec Company Employee Stock Ownership PlanFab Tec Company Employee Sto…$5M
End-of-year total assets ($M) among Hemet Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hemet Bancorp multi-year asset trail

Sponsor-wide plan assets over time

All Hemet Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.682057880955966% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.91M $5.93M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 91 $5M
2023 1 94 $5M
2024 1 94 $6M

Hemet Bancorp filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$189K
Employer EIN912155043
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Hemet Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Hemet Bancorp Employee Stock Ownership Plan, Total assets ($B): 0.005106955 · Participants: 94Hemet Bancorp Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Hemet Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Hemet Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Goelzer Employee Stock Ownership Plan in IN ($5M); by covered participants it is Nusource Holdings, Inc Employee Stock Ownership Plan in MN (94 participants). Same-state nearby plans are listed separately above.

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 Hemet Bancorp Employee Stock Ownership Plan assets move in 2023?
Hemet Bancorp Employee Stock Ownership Plan edged up modestly - up 4.0% during 2023, from $5M to $5M. Reported net income was $189K.
How have Hemet Bancorp plan assets changed over time?
Across 3 plan years on file (2022-2024), Hemet Bancorp's sponsor-wide assets grew 20.7%, from $5M to $6M.
Which ESOP plans are similar in size to Hemet Bancorp Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Goelzer Employee Stock Ownership Plan in IN ($5M, 33 participants).
Which ESOP plans cover a similar participant headcount to Hemet Bancorp Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Nusource Holdings, Inc Employee Stock Ownership Plan in MN (94 participants, $5M in assets).