ESOP · DOL Form 5500 · 2023

Bank of Marin ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
286
Participants Below avg headcount
65th
Percentile by assets National rank
$47,128
Avg per participant Low balance/head
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Official DOL plan name: Bank of Marin Employee Stock Ownership Plan · Sponsored by Bank of Marin · California · Finance & Insurance

$13M in assets, 286 participants

Bank of Marin's Bank of Marin Employee Stock Ownership Plan reported $13M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,440 in Finance & Insurance (8,869 peers)

Coverage in California

Bank of Marin Employee Stock Ownership Plan covers 286 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $13M.

#4,440
in Finance & Insurance (8,869 peers)
-25.6%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank of Marin Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Bank of Marin Employee Stock Ownership Plan vs every filed plan by assets

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

$13,478,518 Top 35% higher than 65% 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 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. Bank of Marin Employee Stock Ownership Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Marin Employee Stock Ownership Plan reported net income fell from -$3M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Bank of Marin Employee Stock Ownership Plan end-of-year assets fell from $18M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bank of Marin Employee Stock Ownership Plan reported participants rose from 277 in the plan year 2022 filing to 286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680197989 · Bank of Marin PY 2023 · ESOP

Bank of Marin Employee Stock Ownership Plan · $13M · 286 · 65th

  • SCH $13M
  • EBSA 286
  • PART 65th
  • TYPE ESOP
  • NET near O. K. Tire Store, Inc Employee Stock Ownership Plan
  • BOOK ind #4440

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 →

Bank of Marin Employee Stock Ownership Plan in the asset neighbourhood

Reed & Reed, Inc. Employee Stock Ownership PlanReed & Reed, Inc. Employee S…$13MBank of Marin Employee Stock Ownership PlanBank of Marin Employee Stock…$13MO. K. Tire Store, Inc Employee Stock Ownership PlanO. K. Tire Store, Inc Employ…$13MFirst National Bank of Eastern Arkansas Employee Stock Ownership PlanFirst National Bank of Easte…$13MWeller Pools USA, Inc. ESOP and TrustWeller Pools USA, Inc. ESOP …$13M
End-of-year total assets ($M) among Bank of Marin Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$13M
Net Income-$5M
Employer EIN680197989
Plan Effective Date2010-06-01
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 ESOP Plans in California

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

Bank of Marin Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bank of Marin Employee Stock Ownership Plan, Total assets ($B): 0.013478518 · Participants: 286Bank of Marin 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
Bank of Marin Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bank of Marin Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is O. K. Tire Store, Inc Employee Stock Ownership Plan in ND ($13M); by covered participants it is Deschutes Brewery, Inc. Employee Stock Ownership Plan in OR (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Employee Stock Ownership Plan assets move in 2023? ▼
Bank of Marin Employee Stock Ownership Plan declined sharply - down 25.6% during 2023, from $18M to $13M. Reported net income was -$5M.
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.
Which ESOP plans are similar in size to Bank of Marin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is O. K. Tire Store, Inc Employee Stock Ownership Plan in ND ($13M, 160 participants).
Which ESOP plans cover a similar participant headcount to Bank of Marin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Deschutes Brewery, Inc. Employee Stock Ownership Plan in OR (286 participants, $3M 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.