ESOP · DOL Form 5500 · 2022

American Pacific Mortgage Corporation ESOP

Data updated 2026-08-11

$66M
Total assets
2,157
Participants
90th
Percentile by assets
$30,730
Avg per participant
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Official DOL plan name: American Pacific Mortgage Corporation Employee Stock Ownership Plan · Sponsored by American Pacific Mortgage Corporation · California · Finance & Insurance

$66M in assets, 2,157 participants

American Pacific Mortgage Corporation's American Pacific Mortgage Corporation Employee Stock Ownership Plan reported $66M in total assets and 2,157 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #7,793 in Finance & Insurance (9,261 peers)

Coverage in California

American Pacific Mortgage Corporation Employee Stock Ownership Plan covers 2,157 participants in California, 3.4x the typical California plan (state average ~630 per filing). Assets: $66M.

$66M
total plan assets (2022 EOY)
2,157
covered participants
90th
percentile by assets (of 139,126 plans)
$30,730
avg assets per participant

The plan reported a net loss of $94M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. American Pacific Mortgage Corporation Employee Stock Ownership Plan reports 2,157 participants - 3.4x that state average ($66M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$27M
Net Income-$94M
Employer EIN680382674
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Pacific Mortgage Corporation)

$140M$160M$180M$200M$220M$240M 202220232024 $190M $153M ▼ -19.1%
Total plan assets by year, all American Pacific Mortgage Corporation plans on file
Year Plans Participants Total Assets
2022 2 5,615 $190M
2023 2 4,394 $216M
2024 1 3,202 $153M

Nearby ESOP Plans in California

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

American Pacific Mortgage Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

American Pacific Mortgage Corporation 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 American Pacific Mor…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
American Pacific Mortgage Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to American Pacific Mortgage Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did American Pacific Mortgage Corporation Employee Stock Ownership Plan assets move in 2022?
American Pacific Mortgage Corporation Employee Stock Ownership Plan contracted severely - down 45.4% during 2022, from $121M to $66M. Reported net income was -$94M.
How have American Pacific Mortgage Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), American Pacific Mortgage Corporation's sponsor-wide assets declined 19.1%, from $190M to $153M.
Where does American Pacific Mortgage Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
American Pacific Mortgage Corporation Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to American Pacific Mortgage Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Hargrove Holding Company, Inc. Teammate Stock Ownership Plan in AL ($66M, 1,571 participants).

Next read for American Pacific Mortgage Corporation Em…

Filing takeaways

Ways to act on American Pacific Mortgage Corporation Employee Stock Ownership Plan's numbers.

  • By total assets, American Pacific Mortgage Corporation Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • American Pacific Mortgage Corporation's sponsor-wide assets have declined 19.1% since 2022 across 3 plan years on file. More Finance & Insurance plans