401(k) · DOL Form 5500 · 2023

Bank of Stockton 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
427
Participants Below avg headcount
87th
Percentile by assets National rank
$135,420
Avg per participant Near avg balance/head
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Official DOL plan name: Bank of Stockton 401(k) Plan and Trust · Sponsored by Bank of Stockton · California · Finance & Insurance

$58M in assets, 427 participants

Bank of Stockton's Bank of Stockton 401(k) Plan and Trust reported $58M in total assets and 427 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,093 in Finance & Insurance (8,869 peers)

Where Bank of Stockton 401(k) Plan and Trust sits by assets

Bank of Stockton 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $58M for 427 participants (~$135,420/participant), up 13.9% in 2023.

#7,093
in Finance & Insurance (8,869 peers)
+13.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bank of Stockton 401(k) Plan and Trust's outsized position by total assets

Bank of Stockton 401(k) Plan and Trust vs every filed plan by assets

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

$57,824,528 Top 13% higher than 87% 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

Bank of Stockton 401(k) Plan and Trust 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. Bank of Stockton 401(k) Plan and Trust sits mid-pack in the medium band (427 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Stockton 401(k) Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bank of Stockton 401(k) Plan and Trust end-of-year assets rose from $51M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Bank of Stockton 401(k) Plan and Trust reported participants rose from 408 in the plan year 2022 filing to 427 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 940902780 · Bank of Stockton PY 2023 · 401(k)

Bank of Stockton 401(k) Plan and Trust · $58M · 427 · 87th

  • RANK $58M
  • RANK 427
  • RANK 87th
  • RANK 401(k)
  • RANK near Ind Acct Plan for the Oregon Sheet Metal Workers
  • RANK ind #7093

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 →

Bank of Stockton 401(k) Plan and Trust in the asset neighbourhood

Ind Acct Plan for the Oregon Sheet Metal WorkersInd Acct Plan for the Oregon…$58MMaupin, Cox, & Legoy Profit Sharing PlanMaupin, Cox, & Legoy Profit …$58MCleveland Browns Retirement Savings PlanCleveland Browns Retirement …$58MBank of Stockton 401(k) Plan and TrustBank of Stockton 401(k) Plan…$58MBeasley, Allen, Crow, Methvin, Portis & Miles, PC 401(k) Profit Sharing PlanBeasley, Allen, Crow, Methvi…$58M
End-of-year total assets ($M) among Bank of Stockton 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$58M
Net Income$7M
Employer EIN940902780
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Stockton)

Sponsor-wide plan assets over time

All Bank of Stockton plans reported in each filing year

Latest sponsor-wide plan assets
$61M 21.081692921628214% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.8M $61.5M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 554 $51M
2023 1 427 $58M
2024 1 428 $61M

Nearby 401(k) Plans in California

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

Bank of Stockton 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bank of Stockton 401(k) Plan and Trust, Total assets ($B): 0.057824528 · Participants: 427Bank of Stockton 401(k) Plan and TrustWells 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
Bank of Stockton 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Bank of Stockton 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ind Acct Plan for the Oregon Sheet Metal Workers in OR ($58M); by covered participants it is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Bank of Stockton 401(k) Plan and Trust assets move in 2023? ▼
Bank of Stockton 401(k) Plan and Trust grew at a solid clip - up 13.9% during 2023, from $51M to $58M. Reported net income was $7M.
How have Bank of Stockton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Stockton's sponsor-wide assets grew 21.1%, from $51M to $61M.
Where does Bank of Stockton 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Bank of Stockton 401(k) Plan and Trust ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bank of Stockton 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ind Acct Plan for the Oregon Sheet Metal Workers in OR ($58M, 688 participants).
Which 401(k) plans cover a similar participant headcount to Bank of Stockton 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants, $2M 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 940902780.

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.