401(k) · DOL Form 5500 · 2023

Ctbc Bank Corp. (USA) 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
364
Participants Below avg headcount
88th
Percentile by assets National rank
$171,182
Avg per participant Above avg balance/head
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Official DOL plan name: Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan · Sponsored by Ctbc Bank Corp. (USA) · California · Finance & Insurance

$62M in assets, 364 participants

Ctbc Bank Corp. (USA)'s Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan reported $62M in total assets and 364 participants in its 2023 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.

  • #7,183 in Finance & Insurance (8,869 peers)

Where Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan sits by assets

Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $62M for 364 participants (~$171,182/participant), up 25.2% in 2023.

#7,183
in Finance & Insurance (8,869 peers)
+25.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan's outsized position by total assets

Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan vs every filed plan by assets

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

$62,310,266 Top 12% higher than 88% 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

Ctbc Bank Corp. (USA) 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. Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan end-of-year assets rose from $50M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan reported participants rose from 340 in the plan year 2022 filing to 364 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521644565 · Ctbc Bank Corp. (USA) PY 2023 · 401(k)

Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan · $62M · 364 · 88th

  • VS-ST $62M
  • VS-ST 364
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Lf Distribution Holding 401(k) Plan
  • VS-ST ind #7183

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 →

Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan in the asset neighbourhood

Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and TrustCoats, Rose, Yale, Ryman & L…$62MCtbc Bank Corp. (USA) 401(k) Profit Sharing PlanCtbc Bank Corp. (USA) 401(k)…$62MLf Distribution Holding 401(k) PlanLf Distribution Holding 401(…$62MBen Bridge Retirement Savings PlanBen Bridge Retirement Saving…$62MScientific Design Company, Inc. Savings PlanScientific Design Company, I…$62M
End-of-year total assets ($M) among Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$62M
Net Income$13M
Employer EIN521644565
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ctbc Bank Corp. (USA))

Sponsor-wide plan assets over time

All Ctbc Bank Corp. (USA) plans reported in each filing year

Latest sponsor-wide plan assets
$75M 50.416820012023244% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.8M $74.8M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 340 $50M
2023 1 364 $62M
2024 1 375 $75M

Nearby 401(k) Plans in California

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

Ctbc Bank Corp. (USA) 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 ($B) Participants Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan, Total assets ($B): 0.062310266 · Participants: 364Ctbc Bank Corp. (USA) 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
Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ctbc Bank Corp. (USA) 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 Lf Distribution Holding 401(k) Plan in NY ($62M); by covered participants it is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan assets move in 2023? ▼
Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan grew sharply - up 25.2% during 2023, from $50M to $62M. Reported net income was $13M.
How have Ctbc Bank Corp. (USA) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ctbc Bank Corp. (USA)'s sponsor-wide assets grew 50.4%, from $50M to $75M.
Where does Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan ranks in the 88th 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 Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lf Distribution Holding 401(k) Plan in NY ($62M, 515 participants).
Which 401(k) plans cover a similar participant headcount to Ctbc Bank Corp. (USA) 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants, $2M 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 521644565.

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.