401(k) · DOL Form 5500 · 2023

Bank of Marin 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
309
Participants Below avg headcount
85th
Percentile by assets National rank
$148,419
Avg per participant Above avg balance/head
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Official DOL plan name: Bank of Marin 401(k) Plan · Sponsored by Bank of Marin · California · Finance & Insurance

$46M in assets, 309 participants

Bank of Marin's Bank of Marin 401(k) Plan reported $46M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,784 in Finance & Insurance (8,869 peers)

Coverage in California

Bank of Marin 401(k) Plan covers 309 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $46M.

#6,784
in Finance & Insurance (8,869 peers)
+21.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bank of Marin 401(k) Plan's outsized position by total assets

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

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

$45,861,587 Top 15% higher than 85% 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 Marin 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. Bank of Marin 401(k) Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Marin 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bank of Marin 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Bank of Marin 401(k) Plan reported participants fell from 360 in the plan year 2022 filing to 309 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680197989 · Bank of Marin PY 2023 · 401(k)

Bank of Marin 401(k) Plan · $46M · 309 · 85th

  • TYPE $46M
  • TYPE 309
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Ahip 401(k) Profit Sharing Plan
  • TYPE ind #6784

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 Marin 401(k) Plan in the asset neighbourhood

Ardex, L.P. 401(k) Plan$46MBank of Marin 401(k) Plan$46MAhip 401(k) Profit Sharing PlanAhip 401(k) Profit Sharing P…$46MAllied Mechanical Services, Inc. Profit Sharing and Retirement Savings PlanAllied Mechanical Services, …$46MNolato Gw Employee Retirement Savings PlanNolato Gw Employee Retiremen…$46M
End-of-year total assets ($M) among Bank of Marin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN680197989
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Marin)

Sponsor-wide plan assets over time

All Bank of Marin plans reported in each filing year

Latest sponsor-wide plan assets
$62M 11.476501943082189% vs 2022
2024 filing year
$54M$56M$58M$60M$62M$64M 202220232024 $55.8M $62.3M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 637 $56M
2023 2 595 $59M
2024 2 659 $62M

Nearby 401(k) Plans in California

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

Bank of Marin 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bank of Marin 401(k) Plan, Total assets ($B): 0.045861587 · Participants: 309Bank of Marin 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
Bank of Marin 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bank of Marin 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ahip 401(k) Profit Sharing Plan in DC ($46M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Marin 401(k) Plan assets move in 2023? ▼
Bank of Marin 401(k) Plan grew sharply - up 21.6% during 2023, from $38M to $46M. Reported net income was $8M.
How have Bank of Marin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Marin's sponsor-wide assets grew 11.5%, from $56M to $62M.
Where does Bank of Marin 401(k) Plan rank by assets among Form 5500 filers? ▼
Bank of Marin 401(k) Plan ranks in the 85th 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 Marin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ahip 401(k) Profit Sharing Plan in DC ($46M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Bank of Marin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgough Companies 401(k) Plan and Trust in MN (309 participants, $75M 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 680197989.

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.