ESOP · DOL Form 5500 · 2023

Provident Savings Bank, F.S.B. ESOP

Data updated 2026-08-11

$13M
Total assets
138
Participants
64th
Percentile by assets
$91,817
Avg per participant
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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.

  • 64th percentile by assets (of 127,072 plans)
  • #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.

$13M
total plan assets (2023 EOY)
138
covered participants
64th
percentile by assets (of 127,072 plans)
$91,817
avg assets per participant

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.

Where Provident Savings Bank, F.S.B. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Provident Savings Bank, F.S.B. Employee Stock Ownership Plan reports 138 participants - about 22% of that state average ($13M EOY assets).

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.)

$48M$50M$52M$54M$56M 202220232024 $49.3M $55.3M ▲ +12.2%
Total plan assets by year, all Provident Savings Bank, F.S.B. plans on file
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 ($B) Participants Provident Savings Ba…, Total assets ($B): 0.012670723 · Participants: 138Provident Savings Ba…Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
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 … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Provident Savings Bank, F.S.B. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Provident Savings Bank, F.S.B. Employee …

Filing takeaways

Ways to act on Provident Savings Bank, F.S.B. Employee Stock Ownership Plan's numbers.

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.