ESOP · DOL Form 5500 · 2023

Saddleback Bancorp ESOP

Data updated 2026-08-25

$891K
Total assets Small plan by assets
21
Participants Small participant base
23rd
Percentile by assets National rank
$42,418
Avg per participant Low balance/head
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Official DOL plan name: Saddleback Bancorp Employee Stock Ownership Plan · Sponsored by Saddleback Bancorp · California · Finance & Insurance

$891K in assets, 21 participants

Saddleback Bancorp's Saddleback Bancorp Employee Stock Ownership Plan reported $891K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,268 in Finance & Insurance (8,869 peers)

Saddleback Bancorp multi-year trail

Saddleback Bancorp's plans moved -35.3% in assets from 2022 to 2024; this filing shows Saddleback Bancorp Employee Stock Ownership Plan at $891K / 21 participants.

#1,268
in Finance & Insurance (8,869 peers)
-4.5%
assets change YoY

The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saddleback Bancorp Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$890,771 23rd percentile higher than 23% 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

Saddleback 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. Saddleback Bancorp Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saddleback Bancorp Employee Stock Ownership Plan reported net income fell from $19K in the plan year 2022 filing to -$42K in the plan year 2023 filing.
  • Saddleback Bancorp Employee Stock Ownership Plan end-of-year assets fell from $933K in the plan year 2022 filing to $891K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953425081 · Saddleback Bancorp PY 2023 · ESOP

Saddleback Bancorp Employee Stock Ownership Plan · $891K · 21 · 23rd

  • NET $891K
  • NET 21
  • NET 23rd
  • NET ESOP
  • NET near The Carr Company Employee Stock Ownership Plan
  • NET ind #1268

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 →

Saddleback Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Saddleback Bancorp Employee Stock Ownership PlanSaddleback Bancorp Employee …$891KThe Carr Company Employee Stock Ownership PlanThe Carr Company Employee St…$893KThe Carr Company Employee Stock Ownership PlanThe Carr Company Employee St…$893KWaymatic, Inc. Employee Stock Ownership PlanWaymatic, Inc. Employee Stoc…$888KBastian Trucking, Inc Employee Stock Ownership PlanBastian Trucking, Inc Employ…$887K
End-of-year total assets ($M) among Saddleback Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Saddleback Bancorp multi-year asset trail

Sponsor-wide plan assets over time

All Saddleback Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$604K 35.32153351866101% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.93M $0.6M ▼ -35.5%
Year Plans Participants Total Assets
2022 1 21 $933K
2023 1 21 $891K
2024 1 19 $604K

Saddleback Bancorp filing trail (2023)

Total Assets (Beginning of Year)$933K
Net Assets (End of Year)$891K
Net Income-$42K
Employer EIN953425081
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Saddleback Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Saddleback Bancorp Employee Stock Ownership Plan, Total assets ($B): 0.000890771 · Participants: 21Saddleback 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
Saddleback Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Saddleback Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is The Carr Company Employee Stock Ownership Plan in FL ($893K); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Saddleback Bancorp Employee Stock Ownership Plan assets move in 2023? ▼
Saddleback Bancorp Employee Stock Ownership Plan edged down modestly - down 4.5% during 2023, from $933K to $891K. Reported net income was -$42K.
How have Saddleback Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saddleback Bancorp's sponsor-wide assets declined 35.3%, from $933K to $604K.
Where does Saddleback Bancorp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Saddleback Bancorp Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Saddleback Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Carr Company Employee Stock Ownership Plan in FL ($893K, 46 participants).
Which ESOP plans cover a similar participant headcount to Saddleback Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants, $11M 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 953425081.

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.