ESOP · DOL Form 5500 · 2023
American Pacific Mortgage Corporation ESOP
Data updated 2026-08-11
- $72M
- Total assets
- 1,660
- Participants
- 89th
- Percentile by assets
- $43,279
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $72M
- total plan assets (2023 EOY)
- 1,660
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $43,279
- avg assets per participant
Where American Pacific Mortgage Corporation Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. American Pacific Mortgage Corporation Employee Stock Ownership Plan reports 1,660 participants - 2.6x that state average ($72M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 680382674 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Pacific Mortgage Corporation)
| 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
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to American Pacific Mortgage Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did American Pacific Mortgage Corporation Employee Stock Ownership Plan assets move in 2023? ▼
How have American Pacific Mortgage Corporation plan assets changed over time? ▼
Where does American Pacific Mortgage Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to American Pacific Mortgage Corporation Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on American Pacific Mortgage Corporation Employee Stock Ownership Plan's numbers.
- By total assets, American Pacific Mortgage Corporation Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- American Pacific Mortgage Corporation's sponsor-wide assets have declined 19.1% since 2022 across 3 plan years on file. More Finance & Insurance plans