401(k) · DOL Form 5500 · 2023

Exchange Bank 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
370
Participants Below avg headcount
92nd
Percentile by assets National rank
$288,757
Avg per participant High balance/head
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Official DOL plan name: Exchange Bank Savings and Profit Sharing Plan · Sponsored by Exchange Bank · California · Finance & Insurance

$107M in assets, 370 participants

Exchange Bank's Exchange Bank Savings and Profit Sharing Plan reported $107M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,746 in Finance & Insurance (8,869 peers)

Where Exchange Bank Savings and Profit Sharing Plan sits by assets

Exchange Bank Savings and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $107M for 370 participants (~$288,757/participant), up 20.8% in 2023.

#7,746
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Exchange Bank Savings and Profit Sharing Plan's outsized position by total assets

Exchange Bank Savings and Profit Sharing Plan vs every filed plan by assets

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

$106,840,022 Top 8% higher than 92% 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

Exchange Bank Savings and 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. Exchange Bank Savings and Profit Sharing Plan sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exchange Bank Savings and Profit Sharing Plan reported net income rose from -$17M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Exchange Bank Savings and Profit Sharing Plan end-of-year assets rose from $88M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Exchange Bank Savings and Profit Sharing Plan reported participants rose from 360 in the plan year 2022 filing to 370 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940463800 · Exchange Bank PY 2023 · 401(k)

Exchange Bank Savings and Profit Sharing Plan · $107M · 370 · 92nd

  • 5500 $107M
  • 5500 370
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Savings Plan of Asarco LLC and Participating Subsidiaries
  • 5500 ind #7746

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 →

Exchange Bank Savings and Profit Sharing Plan in the asset neighbourhood

Inizio Employee Savings Plan$107MExchange Bank Savings and Profit Sharing PlanExchange Bank Savings and Pr…$107MSavings Plan of Asarco LLC and Participating SubsidiariesSavings Plan of Asarco LLC a…$107MAcli Income Plan$107MGlobal Wafers US 401(k) Plan$107M
End-of-year total assets ($M) among Exchange Bank Savings and 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)$88M
Net Assets (End of Year)$107M
Net Income$13M
Employer EIN940463800
Plan Effective Date1967-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Exchange Bank)

Sponsor-wide plan assets over time

All Exchange Bank plans reported in each filing year

Latest sponsor-wide plan assets
$108M 28.62392557091106% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $151M $108M ▼ -28.6%
Year Plans Participants Total Assets
2022 2 425 $151M
2023 2 428 $107M
2024 1 378 $108M

Nearby 401(k) Plans in California

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

Exchange Bank Savings and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Exchange Bank Savings and Profit Sharing Plan, Total assets ($B): 0.106840022 · Participants: 370Exchange Bank Savings and 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
Exchange Bank Savings and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Exchange Bank Savings and Profit Sharing Plan side-by-side with 3 peers →

Exchange Bank Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Savings Plan of Asarco LLC and Participating Subsidiaries in AZ ($107M); by covered participants it is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Exchange Bank Savings and Profit Sharing Plan assets move in 2023? ▼
Exchange Bank Savings and Profit Sharing Plan grew sharply - up 20.8% during 2023, from $88M to $107M. Reported net income was $13M.
How have Exchange Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exchange Bank's sponsor-wide assets declined 28.6%, from $151M to $108M.
Where does Exchange Bank Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Exchange Bank Savings and Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Exchange Bank Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan of Asarco LLC and Participating Subsidiaries in AZ ($107M, 371 participants).
Which 401(k) plans cover a similar participant headcount to Exchange Bank Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants, $21M 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 940463800.

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.