401(k) · DOL Form 5500 · 2023

Calprivate Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
181
Participants Below avg headcount
66th
Percentile by assets National rank
$78,580
Avg per participant Below avg balance/head
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Official DOL plan name: Calprivate Bank 401(k) Plan · Sponsored by Calprivate Bank · California · Finance & Insurance

$14M in assets, 181 participants

Calprivate Bank's Calprivate Bank 401(k) Plan reported $14M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,545 in Finance & Insurance (8,869 peers)

Coverage in California

Calprivate Bank 401(k) Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $14M.

#4,545
in Finance & Insurance (8,869 peers)
+36.9%
assets growth YoY

Calprivate Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Calprivate Bank 401(k) Plan vs every filed plan by assets

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

$14,222,964 Top 34% higher than 66% 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

Calprivate Bank 401(k) 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. Calprivate Bank 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calprivate Bank 401(k) Plan reported net income rose from $232K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Calprivate Bank 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Calprivate Bank 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 753215795 · Calprivate Bank PY 2023 · 401(k)

Calprivate Bank 401(k) Plan · $14M · 181 · 66th

  • PCT $14M
  • EIN 181
  • RANK 66th
  • PHOTO 401(k)
  • IND near Cullman Primary Care, P.C. 401(k) Profit Sharing Plan
  • EOY ind #4545

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 →

Calprivate Bank 401(k) Plan in the asset neighbourhood

Dbksm&n 401(k) Profit Sharing Plan and TrustDbksm&n 401(k) Profit Sharin…$14MCalprivate Bank 401(k) Plan$14MCullman Primary Care, P.C. 401(k) Profit Sharing PlanCullman Primary Care, P.C. 4…$14MCarrabba's 401(k) Plan$14MSwd, Inc. Defined Contribution PlanSwd, Inc. Defined Contributi…$14M
End-of-year total assets ($M) among Calprivate Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN753215795
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calprivate Bank)

Sponsor-wide plan assets over time

All Calprivate Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 89.8592841538558% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.4M $19.7M ▲ +89.9%
Year Plans Participants Total Assets
2022 1 158 $10M
2023 1 181 $14M
2024 1 194 $20M

Nearby 401(k) Plans in California

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

Calprivate Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Calprivate Bank 401(k) Plan, Total assets ($B): 0.014222964 · Participants: 181Calprivate Bank 401(k) 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
Calprivate Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Calprivate Bank 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Cullman Primary Care, P.C. 401(k) Profit Sharing Plan in AL ($14M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Calprivate Bank 401(k) Plan assets move in 2023? ▼
Calprivate Bank 401(k) Plan surged - up 36.9% during 2023, from $10M to $14M. Reported net income was $4M.
How have Calprivate Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calprivate Bank's sponsor-wide assets grew 89.9%, from $10M to $20M.
Which 401(k) plans are similar in size to Calprivate Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cullman Primary Care, P.C. 401(k) Profit Sharing Plan in AL ($14M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Calprivate Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 participants, N/A 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 753215795.

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.