401(k) · DOL Form 5500 · 2024

Bank of Stockton 401(k) Plan

Data updated 2026-08-11

$61M
Total assets: 428
Participants: 86th
Percentile by assets: $143,574
Avg per participant

Official DOL plan name: Bank of Stockton 401(k) Plan and Trust · Sponsored by Bank of Stockton · California · Finance & Insurance

$61M in assets, 428 participants

Bank of Stockton's Bank of Stockton 401(k) Plan and Trust reported $61M in total assets and 428 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 123,622 plans)
#6,743 in Finance & Insurance (8,549 peers)

Where Bank of Stockton 401(k) Plan and Trust sits by assets

Bank of Stockton 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $61M for 428 participants (~$143,574/participant), up 6.3% in 2024.

$61M
total plan assets (2024 EOY): 428
covered participants: 86th
percentile by assets (of 123,622 plans): $143,574
avg assets per participant

Where Bank of Stockton 401(k) Plan and Trust sits by total assets

Bank of Stockton 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$61,449,837 Top 14% higher than 86% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bank of Stockton 401(k) Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Bank of Stockton 401(k) Plan and Trust end-of-year assets rose from $58M in the plan year 2023 filing to $61M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Finance & Insurance

Bank of Stockton 401(k) Plan and Trust vs the 2024 asset distribution

By assets, Bank of Stockton 401(k) Plan and Trust outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$58M
Net Assets (End of Year)	$61M
Net Income	$4M
Employer EIN	940902780
Plan Effective Date	1987-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bank of Stockton)

Total plan assets by year, all Bank of Stockton plans on file

Year	Plans	Participants	Total Assets
2022	2	554	$51M
2023	1	427	$58M
2024	1	428	$61M

Nearby 401(k) Plans in California

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

Bank of Stockton 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Bank of Stockton 401(k) Plan and Trust side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bank of Stockton 401(k) Plan and Trust by total assets, not by location.

Twin City Foods, Inc. 401(k) Plan (WA) $61M · 642
Elkem Silicones USA Corp. 401(k) Profit Sharing Plan (NJ) $61M · 270
Turnberry Solutions 401(k) Profit Sharing Plan (PA) $61M · 1,074
Omni Air International, LLC 401(k) Plan (OK) $61M · 818

Frequently Asked Questions

How did Bank of Stockton 401(k) Plan and Trust assets move in 2024? ▼

Bank of Stockton 401(k) Plan and Trust grew at a solid clip - up 6.3% during 2024, from $58M to $61M. Reported net income was $4M.

How have Bank of Stockton plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bank of Stockton's sponsor-wide assets grew 21.1%, from $51M to $61M.

Where does Bank of Stockton 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼

Bank of Stockton 401(k) Plan and Trust ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Bank of Stockton 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Twin City Foods, Inc. 401(k) Plan in WA ($61M, 642 participants).

Next read for Bank of Stockton 401(k) Plan and Trust

Scale reading

Ways to act on Bank of Stockton 401(k) Plan and Trust's numbers.

By total assets, Bank of Stockton 401(k) Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Bank of Stockton's sponsor-wide assets have grown 21.1% since 2022 across 3 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940902780.