ESOP · DOL Form 5500 · 2023

American Pacific Mortgage Corporation ESOP

Data updated 2026-08-25

$72M
Total assets Below avg plan size
1,660
Participants Near avg headcount
89th
Percentile by assets National rank
$43,279
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Pacific Mortgage Corporation Employee Stock Ownership Plan · Sponsored by American Pacific Mortgage Corporation · California · Finance & Insurance

$72M in assets, 1,660 participants

American Pacific Mortgage Corporation's American Pacific Mortgage Corporation Employee Stock Ownership Plan reported $72M in total assets and 1,660 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,337 in Finance & Insurance (8,869 peers)

Coverage in California

American Pacific Mortgage Corporation Employee Stock Ownership Plan covers 1,660 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $72M.

#7,337
in Finance & Insurance (8,869 peers)
+8.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

American Pacific Mortgage Corporation Employee Stock Ownership Plan's outsized position by total assets

American Pacific Mortgage Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$71,842,868 Top 11% higher than 89% 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

American Pacific Mortgage Corporation Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Pacific Mortgage Corporation Employee Stock Ownership Plan lands in the large band (1,660 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Pacific Mortgage Corporation Employee Stock Ownership Plan reported net income rose from -$94M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • American Pacific Mortgage Corporation Employee Stock Ownership Plan reported participants fell from 2,157 in the plan year 2022 filing to 1,660 in the plan year 2023 filing.
  • American Pacific Mortgage Corporation Employee Stock Ownership Plan end-of-year assets rose from $66M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680382674 · American Pacific Mortgage Corporation PY 2023 · ESOP

American Pacific Mortgage Corporation Employee Stock Ownership Plan · $72M · 1,660 · 89th

  • BOY $72M
  • SCH 1,660
  • EBSA 89th
  • PART ESOP
  • TYPE near Sletten, Inc. Employee Stock Ownership Plan
  • NET ind #7337

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 →

American Pacific Mortgage Corporation Employee Stock Ownership Plan in the asset neighbourhood

Sletten, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock…$72MAmerican Pacific Mortgage Corporation Employee Stock Ownership PlanAmerican Pacific Mortgage Co…$72MCornerstone Government Affairs, Inc. Employee Stock Ownership PlanCornerstone Government Affai…$72MDustrol, Inc. Employees' Stock Ownership PlanDustrol, Inc. Employees' Sto…$72MTcw Holdings, Inc. Employee Stock Ownership PlanTcw Holdings, Inc. Employee …$72M
End-of-year total assets ($M) among American Pacific Mortgage Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN680382674
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Pacific Mortgage Corporation)

Sponsor-wide plan assets over time

All American Pacific Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$153M 19.08069020455521% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $190M $153M ▼ -19.1%
Year Plans Participants Total Assets
2022 2 5,615 $190M
2023 2 4,394 $216M
2024 1 3,202 $153M

Nearby ESOP Plans in California

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

American Pacific Mortgage Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants American Pacific Mortgage Corporation Employee Stock Ownership Plan, Total assets ($B): 0.071842868 · Participants: 1660American Pacific Mortgage Corporation 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
American Pacific Mortgage Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare American Pacific Mortgage Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

American Pacific Mortgage Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Sletten, Inc. Employee Stock Ownership Plan in MT ($72M); by covered participants it is Adams and Associates, Inc. Employee Stock Ownership Plan in NV (1,662 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,660 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 American Pacific Mortgage Corporation Employee Stock Ownership Plan assets move in 2023? ▼
American Pacific Mortgage Corporation Employee Stock Ownership Plan grew at a solid clip - up 8.4% during 2023, from $66M to $72M. Reported net income was $4M.
How have American Pacific Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Pacific Mortgage Corporation's sponsor-wide assets declined 19.1%, from $190M to $153M.
Where does American Pacific Mortgage Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
American Pacific Mortgage Corporation Employee Stock Ownership Plan ranks in the 89th 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 American Pacific Mortgage Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sletten, Inc. Employee Stock Ownership Plan in MT ($72M, 303 participants).
Which ESOP plans cover a similar participant headcount to American Pacific Mortgage Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams and Associates, Inc. Employee Stock Ownership Plan in NV (1,662 participants, $48M 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 680382674.

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.