401(k) · DOL Form 5500 · 2024

Exchange Bank 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
378
Participants Below avg headcount
91st
Percentile by assets National rank
$284,975
Avg per participant High balance/head
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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.

  • #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.

#7,341
in Finance & Insurance (8,549 peers)
+0.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Exchange Bank Savings and Profit Sharing Plan's outsized position by total assets

Exchange Bank Savings and Profit Sharing Plan vs every filed plan by assets

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

$107,720,713 Top 9% higher than 91% of 123,620 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 2024

Exchange Bank Savings and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exchange Bank Savings and Profit Sharing Plan sits mid-pack in the medium band (378 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 940463800 · Exchange Bank PY 2024 · 401(k)

Exchange Bank Savings and Profit Sharing Plan · $108M · 378 · 91st

  • PHOTO $108M
  • IND 378
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Beacon Hill Staffing Group, LLC 401(k) Plan
  • PCT ind #7341

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 Finance & Insurance retirement plans → · Plans in California →

Exchange Bank Savings and Profit Sharing Plan in the asset neighbourhood

Pvi Holdings, Inc.401(k) Profit Sharing PlanPvi Holdings, Inc.401(k) Pro…$108MHorne LLP Profit Sharing Plan$108MBeacon Hill Staffing Group, LLC 401(k) PlanBeacon Hill Staffing Group, …$108MExchange Bank Savings and Profit Sharing PlanExchange Bank Savings and Pr…$108MWcm Industries, Inc. Employee Savings and Investment PlanWcm Industries, Inc. Employe…$108M
End-of-year total assets ($M) among Exchange Bank Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$107M
Net Income$707K
Employer EIN940463800
Plan Effective Date1967-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Exchange Bank)

Sponsor-wide plan assets over time

All Exchange Bank plans reported in each filing year

Latest sponsor-wide plan assets
$108M 28.62392557091106% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $151M $108M ▼ -28.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Exchange Bank Savings and Profit Sharing Plan, Total assets ($B): 0.107720713 · Participants: 378Exchange Bank Savings and Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Exchange Bank Savings and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Exchange Bank Savings and Profit Sharing Plan side-by-side with 3 peers →

Exchange Bank Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Beacon Hill Staffing Group, LLC 401(k) Plan in MA ($108M); by covered participants it is Prisma Graphic Corporation Retirement Savings Plan in AZ (378 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108M here).

Similar participant headcount

Nearest other-state filings by covered participants (378 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Exchange Bank Savings and Profit Sharing Plan assets move in 2024? ▼
Exchange Bank Savings and Profit Sharing Plan held essentially flat - up 0.8% during 2024, from $107M to $108M. Reported net income was $707K.
How have Exchange Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exchange Bank's sponsor-wide assets declined 28.6%, from $151M to $108M.
Where does Exchange Bank Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Exchange Bank Savings and Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Exchange Bank Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beacon Hill Staffing Group, LLC 401(k) Plan in MA ($108M, 2,336 participants).
Which 401(k) plans cover a similar participant headcount to Exchange Bank Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prisma Graphic Corporation Retirement Savings Plan in AZ (378 participants, $18M in assets).

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 940463800.

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.