ESOP · DOL Form 5500 · 2023

First National Capital Corporation ESOP

Data updated 2026-08-11

$103M
Total assets: 52
Participants: 91st
Percentile by assets: $2.0M
Avg per participant

Official DOL plan name: First National Capital Corporation Employee Stock Ownership Plan · Sponsored by First National Capital Corporation · California · Finance & Insurance

$103M in assets, 52 participants

First National Capital Corporation's First National Capital Corporation Employee Stock Ownership Plan reported $103M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#7,711 in Finance & Insurance (8,869 peers)

Where First National Capital Corporation Employee Stock Ownership Plan sits by assets

First National Capital Corporation Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $103M for 52 participants (~$2.0M/participant), down 2.7% in 2023.

$103M
total plan assets (2023 EOY): 52
covered participants: 91st
percentile by assets (of 127,072 plans): $2.0M
avg assets per participant

The plan reported a net loss of $665K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First National Capital Corporation Employee Stock Ownership Plan reported net income fell from $17M in the plan year 2022 filing to -$665K in the plan year 2023 filing.
First National Capital Corporation Employee Stock Ownership Plan reported participants rose from 44 in the plan year 2022 filing to 52 in the plan year 2023 filing.
First National Capital Corporation Employee Stock Ownership Plan end-of-year assets fell from $106M in the plan year 2022 filing to $103M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Finance & Insurance

First National Capital Corporation Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, First National Capital Corporation Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$106M
Net Assets (End of Year)	$45M
Net Income	-$665K
Employer EIN	593796875
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (First National Capital Corporation)

Total plan assets by year, all First National Capital Corporation plans on file

Year	Plans	Participants	Total Assets
2022	1	44	$106M
2023	1	52	$103M

Nearby ESOP Plans in California

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

First National Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $3.8B · 7,871
Acco Employee Stock Ownership Plan $1.4B · 1,397
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
Agron, Inc. Employee Stock Ownership Plan $533M · 72
Recology Employee Stock Ownership Plan $497M · 3,656

Compare First National Capital Corporation Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to First National Capital Corporation Employee Stock Ownership Plan by total assets, not by location.

Fj Management Inc. Employee Stock Ownership Plan (UT) $103M · 30
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan (UT) $104M · 501
Dealers Electrical Supply Co. Employee Stock Ownership Plan (TX) $103M · 491
Ccmsi Holdings, Inc. Employee Stock Ownership Plan (IL) $104M · 1,282

Frequently Asked Questions

How did First National Capital Corporation Employee Stock Ownership Plan assets move in 2023? ▼

First National Capital Corporation Employee Stock Ownership Plan edged down modestly - down 2.7% during 2023, from $106M to $103M. Reported net income was -$665K.

How have First National Capital Corporation plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), First National Capital Corporation's sponsor-wide assets declined 2.7%, from $106M to $103M.

Where does First National Capital Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

First National Capital Corporation Employee Stock Ownership Plan ranks in the 91st 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 ESOP plans are similar in size to First National Capital Corporation Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Fj Management Inc. Employee Stock Ownership Plan in UT ($103M, 30 participants).

Next read for First National Capital Corporation Emplo…

Scale reading

Ways to act on First National Capital Corporation Employee Stock Ownership Plan's numbers.

By total assets, First National Capital Corporation Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
First National Capital Corporation's sponsor-wide assets have declined 2.7% since 2022 across 2 plan years on file. More Finance & Insurance plans

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 593796875.