401(k) · DOL Form 5500 · 2022

Bank of Stockton 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
408
Participants Below avg headcount
88th
Percentile by assets National rank
$124,389
Avg per participant Near avg balance/head
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Official DOL plan name: Bank of Stockton 401(k) Plan and Trust · Sponsored by Bank of Stockton · California · Finance & Insurance

$51M in assets, 408 participants

Bank of Stockton's Bank of Stockton 401(k) Plan and Trust reported $51M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,497 in Finance & Insurance (9,261 peers)

Where Bank of Stockton 401(k) Plan and Trust sits by assets

Bank of Stockton 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $51M for 408 participants (~$124,389/participant), down 9.4% in 2022.

#7,497
in Finance & Insurance (9,261 peers)
-9.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank of Stockton 401(k) Plan and Trust's outsized position by total assets

Bank of Stockton 401(k) Plan and Trust vs every filed plan by assets

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

$50,750,725 Top 12% higher than 88% 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

Bank of Stockton 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Stockton 401(k) Plan and Trust sits mid-pack in the medium band (408 participants).

EBSA filing schedule strip

Filing strip 940902780 · Bank of Stockton PY 2022 · 401(k)

Bank of Stockton 401(k) Plan and Trust · $51M · 408 · 88th

  • IND $51M
  • EOY 408
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Preit Services, LLC Profit-Sharing 401(k) Plan
  • EIN ind #7497

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 →

Bank of Stockton 401(k) Plan and Trust in the asset neighbourhood

Bank of Stockton 401(k) Plan and TrustBank of Stockton 401(k) Plan…$51MPreit Services, LLC Profit-Sharing 401(k) PlanPreit Services, LLC Profit-S…$51MGlen Mills Schools Savings and Protection PlanGlen Mills Schools Savings a…$51MNational Bank Financial Group 401(k) PlanNational Bank Financial Grou…$51MStark Tech 401(k) Profit Sharing PlanStark Tech 401(k) Profit Sha…$51M
End-of-year total assets ($M) among Bank of Stockton 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$51M
Net Income-$9M
Employer EIN940902780
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Stockton)

Sponsor-wide plan assets over time

All Bank of Stockton plans reported in each filing year

Latest sponsor-wide plan assets
$61M 21.081692921628214% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.8M $61.5M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 554 $51M
2023 1 427 $58M
2024 1 428 $61M

Nearby 401(k) Plans in California

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

Bank of Stockton 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bank of Stockton 401(k) Plan and Trust, Total assets ($B): 0.050750725 · Participants: 408Bank of Stockton 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bank of Stockton 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Bank of Stockton 401(k) Plan and Trust side-by-side with 3 peers →

Bank of Stockton 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Preit Services, LLC Profit-Sharing 401(k) Plan in PA ($51M); by covered participants it is Carecloud, Inc. 401(k) Plan in NJ (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Bank of Stockton 401(k) Plan and Trust assets move in 2022? ▼
Bank of Stockton 401(k) Plan and Trust pulled back noticeably - down 9.4% during 2022, from $56M to $51M. Reported net income was -$9M.
How have Bank of Stockton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Stockton's sponsor-wide assets grew 21.1%, from $51M to $61M.
Where does Bank of Stockton 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Bank of Stockton 401(k) Plan and Trust ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bank of Stockton 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Preit Services, LLC Profit-Sharing 401(k) Plan in PA ($51M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Bank of Stockton 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carecloud, Inc. 401(k) Plan in NJ (408 participants, $20M 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 940902780.

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.