ESOP · DOL Form 5500 · 2023

Trico Bancshares ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
959
Participants Near avg headcount
86th
Percentile by assets National rank
$52,115
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trico Bancshares Employee Stock Ownership Plan · Sponsored by Trico Bancshares · California · Finance & Insurance

$50M in assets, 959 participants

Trico Bancshares's Trico Bancshares Employee Stock Ownership Plan reported $50M in total assets and 959 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,898 in Finance & Insurance (8,869 peers)

Where Trico Bancshares Employee Stock Ownership Plan sits by assets

Trico Bancshares Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 959 participants (~$52,115/participant), down 15.6% in 2023.

#6,898
in Finance & Insurance (8,869 peers)
-15.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trico Bancshares Employee Stock Ownership Plan's outsized position by total assets

Trico Bancshares Employee Stock Ownership Plan vs every filed plan by assets

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

$49,978,730 Top 14% higher than 86% 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

Trico Bancshares 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. Trico Bancshares Employee Stock Ownership Plan sits mid-pack in the medium band (959 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trico Bancshares Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
  • Trico Bancshares Employee Stock Ownership Plan end-of-year assets fell from $59M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Trico Bancshares Employee Stock Ownership Plan reported participants rose from 850 in the plan year 2022 filing to 959 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942792841 · Trico Bancshares PY 2023 · ESOP

Trico Bancshares Employee Stock Ownership Plan · $50M · 959 · 86th

  • SCH $50M
  • SCH 959
  • SCH 86th
  • SCH ESOP
  • SCH near Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan
  • SCH ind #6898

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 →

Trico Bancshares Employee Stock Ownership Plan in the asset neighbourhood

Schaedler Yesco Distribution Inc. Employee Stock Ownership PlanSchaedler Yesco Distribution…$50MTrico Bancshares Employee Stock Ownership PlanTrico Bancshares Employee St…$50MMid America Steel, Inc. Employee Stock Ownership PlanMid America Steel, Inc. Empl…$50MWhatever It Takes Transmission & Parts, Inc ESOPWhatever It Takes Transmissi…$50MGoettle Employee Stock Ownership PlanGoettle Employee Stock Owner…$50M
End-of-year total assets ($M) among Trico Bancshares Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$50M
Net Income-$9M
Employer EIN942792841
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trico Bancshares)

Sponsor-wide plan assets over time

All Trico Bancshares plans reported in each filing year

Latest sponsor-wide plan assets
$51M 14.173665940048894% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $59.3M $50.9M ▼ -14.2%
Year Plans Participants Total Assets
2022 1 850 $59M
2023 1 959 $50M
2024 1 1,010 $51M

Nearby ESOP Plans in California

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

Trico Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Trico Bancshares Employee Stock Ownership Plan, Total assets ($B): 0.04997873 · Participants: 959Trico Bancshares 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
Trico Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Trico Bancshares Employee Stock Ownership Plan side-by-side with 3 peers →

Trico Bancshares Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan in PA ($50M); by covered participants it is Personal Touch Home Care Employee Stock Ownership Plan in NY (963 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (959 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 Trico Bancshares Employee Stock Ownership Plan assets move in 2023? ▼
Trico Bancshares Employee Stock Ownership Plan declined sharply - down 15.6% during 2023, from $59M to $50M. Reported net income was -$9M.
How have Trico Bancshares plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trico Bancshares's sponsor-wide assets declined 14.2%, from $59M to $51M.
Where does Trico Bancshares Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Trico Bancshares Employee Stock Ownership Plan ranks in the 86th 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 ESOP plans are similar in size to Trico Bancshares Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan in PA ($50M, 326 participants).
Which ESOP plans cover a similar participant headcount to Trico Bancshares Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Personal Touch Home Care Employee Stock Ownership Plan in NY (963 participants, $57M 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 942792841.

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.