ESOP · DOL Form 5500 · 2022

American Pacific Mortgage Corporation ESOP

Data updated 2026-08-25

$66M
Total assets Below avg plan size
2,157
Participants Near avg headcount
90th
Percentile by assets National rank
$30,730
Avg per participant Low balance/head
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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.

  • #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.

#7,793
in Finance & Insurance (9,261 peers)
-45.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

American Pacific Mortgage Corporation Employee Stock Ownership Plan's outsized position by total assets

American Pacific Mortgage Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$66,284,324 Top 10% higher than 90% of 139,123 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 2022

American Pacific Mortgage Corporation Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Pacific Mortgage Corporation Employee Stock Ownership Plan lands in the large band (2,157 participants).

Form 5500 schedule snapshot

Filing strip 680382674 · American Pacific Mortgage Corporation PY 2022 · ESOP

American Pacific Mortgage Corporation Employee Stock Ownership Plan · $66M · 2,157 · 90th

  • PHOTO $66M
  • IND 2,157
  • EOY 90th
  • 5500 ESOP
  • ASSETS near Hargrove Holding Company, Inc. Teammate Stock Ownership Plan
  • PCT ind #7793

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 →

American Pacific Mortgage Corporation Employee Stock Ownership Plan in the asset neighbourhood

Klj Solutions Co Employee Stock Ownership PlanKlj Solutions Co Employee St…$67MHargrove Holding Company, Inc. Teammate Stock Ownership PlanHargrove Holding Company, In…$66MAmerican Pacific Mortgage Corporation Employee Stock Ownership PlanAmerican Pacific Mortgage Co…$66MRobin Industries, Inc. Employee Stock Ownership PlanRobin Industries, Inc. Emplo…$66MBulab Employee Stock Ownership PlanBulab Employee Stock Ownersh…$66M
End-of-year total assets ($M) among American Pacific Mortgage Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All American Pacific Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$153M 19.08069020455521% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $190M $153M ▼ -19.1%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants American Pacific Mortgage Corporation Employee Stock Ownership Plan, Total assets ($B): 0.066284324 · Participants: 2157American Pacific Mortgage Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
American Pacific Mortgage Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare American Pacific Mortgage Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

American Pacific Mortgage Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Hargrove Holding Company, Inc. Teammate Stock Ownership Plan in AL ($66M); by covered participants it is Mypath Employee Stock Ownership Plan in WI (2,215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,157 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to American Pacific Mortgage Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mypath Employee Stock Ownership Plan in WI (2,215 participants, $95M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680382674.

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.