ESOP · DOL Form 5500 · 2023

Provident Savings Bank, F.S.B. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
138
Participants Small participant base
64th
Percentile by assets National rank
$91,817
Avg per participant Below avg balance/head
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Official DOL plan name: Provident Savings Bank, F.S.B. Employee Stock Ownership Plan · Sponsored by Provident Savings Bank, F.S.B. · California · Finance & Insurance

$13M in assets, 138 participants

Provident Savings Bank, F.S.B.'s Provident Savings Bank, F.S.B. Employee Stock Ownership Plan reported $13M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,312 in Finance & Insurance (8,869 peers)

Coverage in California

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $13M.

#4,312
in Finance & Insurance (8,869 peers)
-5.7%
assets change YoY

The plan reported a net loss of $770K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,670,723 Top 36% higher than 64% 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

Provident Savings Bank, F.S.B. Employee Stock Ownership 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. Provident Savings Bank, F.S.B. Employee Stock Ownership Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Provident Savings Bank, F.S.B. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to -$770K in the plan year 2023 filing.
  • Provident Savings Bank, F.S.B. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Provident Savings Bank, F.S.B. Employee Stock Ownership Plan reported participants fell from 145 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 956024097 · Provident Savings Bank, F.S.B. PY 2023 · ESOP

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan · $13M · 138 · 64th

  • ASSETS $13M
  • PCT 138
  • EIN 64th
  • RANK ESOP
  • PHOTO near Greene Light Holding Company Employee Stock Ownership Plan
  • IND ind #4312

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 →

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan in the asset neighbourhood

Intrepid Industries Employee Stock Ownership PlanIntrepid Industries Employee…$13MEast Coast Appliance Sales, Service and Parts, Inc.East Coast Appliance Sales, …$13MProvident Savings Bank, F.S.B. Employee Stock Ownership PlanProvident Savings Bank, F.S.…$13MGreene Light Holding Company Employee Stock Ownership PlanGreene Light Holding Company…$13MThe Alloy Engineering Company Employee Stock Ownership PlanThe Alloy Engineering Compan…$13M
End-of-year total assets ($M) among Provident Savings Bank, F.S.B. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income-$770K
Employer EIN956024097
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Provident Savings Bank, F.S.B.)

Sponsor-wide plan assets over time

All Provident Savings Bank, F.S.B. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 12.159750336971245% vs 2022
2024 filing year
$48M$50M$52M$54M$56M 202220232024 $49.3M $55.3M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 318 $49M
2023 2 308 $52M
2024 2 327 $55M

Nearby ESOP Plans in California

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

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Provident Savings Bank, F.S.B. Employee Stock Ownership Plan, Total assets ($B): 0.012670723 · Participants: 138Provident Savings Bank, F.S.B. 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
Provident Savings Bank, F.S.B. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Provident Savings Bank, F.S.B. Employee Stock Ownership Plan side-by-side with 3 peers →

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Greene Light Holding Company Employee Stock Ownership Plan in WI ($13M); by covered participants it is Medler Electric Company Employee Stock Ownership Plan and Trust in MI (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Provident Savings Bank, F.S.B. Employee Stock Ownership Plan assets move in 2023? ▼
Provident Savings Bank, F.S.B. Employee Stock Ownership Plan pulled back noticeably - down 5.7% during 2023, from $13M to $13M. Reported net income was -$770K.
How have Provident Savings Bank, F.S.B. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Provident Savings Bank, F.S.B.'s sponsor-wide assets grew 12.2%, from $49M to $55M.
Which ESOP plans are similar in size to Provident Savings Bank, F.S.B. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Greene Light Holding Company Employee Stock Ownership Plan in WI ($13M, 272 participants).
Which ESOP plans cover a similar participant headcount to Provident Savings Bank, F.S.B. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Medler Electric Company Employee Stock Ownership Plan and Trust in MI (138 participants, $23M 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 956024097.

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.