401(k) · DOL Form 5500 · 2024
Exchange Bank 401(k) Plan
Data updated 2026-08-11
- $108M
- Total assets
- 378
- Participants
- 91st
- Percentile by assets
- $284,975
- Avg per participant
Official DOL plan name: Exchange Bank Savings and Profit Sharing Plan · Sponsored by Exchange Bank · California · Finance & Insurance
$108M in assets, 378 participants
Exchange Bank's Exchange Bank Savings and Profit Sharing Plan reported $108M in total assets and 378 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 123,622 plans)
- #7,341 in Finance & Insurance (8,549 peers)
Where Exchange Bank Savings and Profit Sharing Plan sits by assets
Exchange Bank Savings and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $108M for 378 participants (~$284,975/participant), up 0.8% in 2024.
- $108M
- total plan assets (2024 EOY)
- 378
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $284,975
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Exchange Bank Savings and Profit Sharing Plan reported net income fell from $13M in the plan year 2023 filing to $707K in the plan year 2024 filing.
- Exchange Bank Savings and Profit Sharing Plan reported participants rose from 370 in the plan year 2023 filing to 378 in the plan year 2024 filing.
- Exchange Bank Savings and Profit Sharing Plan end-of-year assets rose from $107M in the plan year 2023 filing to $108M in the plan year 2024 filing.
Exchange Bank Savings and Profit Sharing Plan vs the 2024 asset distribution
By assets, Exchange Bank Savings and Profit Sharing Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $707K |
| Employer EIN | 940463800 |
| Plan Effective Date | 1967-01-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exchange Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 425 | $151M |
| 2023 | 2 | 428 | $107M |
| 2024 | 1 | 378 | $108M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Exchange Bank Savings and Profit Sharing Plan 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Exchange Bank Savings and Profit Sharing Plan by total assets, not by location.
- Beacon Hill Staffing Group, LLC 401(k) Plan (MA) $108M · 2,336
- Wcm Industries, Inc. Employee Savings and Investment Plan (CO) $108M · 202
- Horne LLP Profit Sharing Plan (MS) $108M · 1,555
- Pvi Holdings, Inc.401(k) Profit Sharing Plan (TX) $108M · 1,099
Frequently Asked Questions
How did Exchange Bank Savings and Profit Sharing Plan assets move in 2024? ▼
How have Exchange Bank plan assets changed over time? ▼
Where does Exchange Bank Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Exchange Bank Savings and Profit Sharing Plan? ▼
Next read for Exchange Bank Savings and Profit Sharing…
Scale reading
Ways to act on Exchange Bank Savings and Profit Sharing Plan's numbers.
- By total assets, Exchange Bank Savings and Profit Sharing Plan ranks in the top 10% 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
- Exchange Bank's sponsor-wide assets have declined 28.6% since 2022 across 3 plan years on file. More Finance & Insurance plans