401(k) · DOL Form 5500 · 2024

Calprivate Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
194
Participants Below avg headcount
70th
Percentile by assets National rank
$101,696
Avg per participant Below avg balance/head
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Official DOL plan name: Calprivate Bank 401(k) Plan · Sponsored by Calprivate Bank · California · Finance & Insurance

$20M in assets, 194 participants

Calprivate Bank's Calprivate Bank 401(k) Plan reported $20M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,691 in Finance & Insurance (8,549 peers)

Coverage in California

Calprivate Bank 401(k) Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $20M.

#4,691
in Finance & Insurance (8,549 peers)
+38.7%
assets growth YoY

Calprivate Bank 401(k) Plan's outsized position by total assets

Calprivate Bank 401(k) Plan vs every filed plan by assets

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

$19,728,975 Top 30% higher than 70% 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

Calprivate Bank 401(k) 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. Calprivate Bank 401(k) Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calprivate Bank 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Calprivate Bank 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Calprivate Bank 401(k) Plan reported participants rose from 181 in the plan year 2023 filing to 194 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 753215795 · Calprivate Bank PY 2024 · 401(k)

Calprivate Bank 401(k) Plan · $20M · 194 · 70th

  • EOY $20M
  • 5500 194
  • ASSETS 70th
  • PCT 401(k)
  • EIN near North Coast Sea-Foods Corp. 401(k) Plan
  • RANK ind #4691

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 →

Calprivate Bank 401(k) Plan in the asset neighbourhood

Calprivate Bank 401(k) Plan$20MNorth Coast Sea-Foods Corp. 401(k) PlanNorth Coast Sea-Foods Corp. …$20MZentis North America Operating LLC 401(k) PlanZentis North America Operati…$20MRoss Video, Inc. 401(k) Plan$20MKogok Corporation 401(k) Profit Sharing PlanKogok Corporation 401(k) Pro…$20M
End-of-year total assets ($M) among Calprivate Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$20M
Net Income$6M
Employer EIN753215795
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calprivate Bank)

Sponsor-wide plan assets over time

All Calprivate Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 89.8592841538558% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.4M $19.7M ▲ +89.9%
Year Plans Participants Total Assets
2022 1 158 $10M
2023 1 181 $14M
2024 1 194 $20M

Nearby 401(k) Plans in California

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

Calprivate Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Calprivate Bank 401(k) Plan, Total assets ($B): 0.019728975 · Participants: 194Calprivate Bank 401(k) 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
Calprivate Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Calprivate Bank 401(k) Plan side-by-side with 3 peers →

Calprivate Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is North Coast Sea-Foods Corp. 401(k) Plan in MA ($20M); by covered participants it is Teamsnap Retirement Savings Plan in IL (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Calprivate Bank 401(k) Plan assets move in 2024? ▼
Calprivate Bank 401(k) Plan surged - up 38.7% during 2024, from $14M to $20M. Reported net income was $6M.
How have Calprivate Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calprivate Bank's sponsor-wide assets grew 89.9%, from $10M to $20M.
Which 401(k) plans are similar in size to Calprivate Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Coast Sea-Foods Corp. 401(k) Plan in MA ($20M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Calprivate Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teamsnap Retirement Savings Plan in IL (194 participants, $7M 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 753215795.

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.