ESOP · DOL Form 5500 · 2024

Trico Bancshares ESOP

Data updated 2026-08-25

$51M
Total assets Below avg plan size
1,010
Participants Near avg headcount
84th
Percentile by assets National rank
$50,349
Avg per participant Low balance/head
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Official DOL plan name: Trico Bancshares Employee Stock Ownership Plan · Sponsored by Trico Bancshares · California · Finance & Insurance

$51M in assets, 1,010 participants

Trico Bancshares's Trico Bancshares Employee Stock Ownership Plan reported $51M in total assets and 1,010 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,477 in Finance & Insurance (8,549 peers)

Where Trico Bancshares Employee Stock Ownership Plan sits by assets

Trico Bancshares Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $51M for 1,010 participants (~$50,349/participant), up 1.7% in 2024.

#6,477
in Finance & Insurance (8,549 peers)
+1.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Trico Bancshares Employee Stock Ownership Plan's outsized position by total assets

Trico Bancshares Employee Stock Ownership Plan vs every filed plan by assets

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

$50,852,375 Top 16% higher than 84% 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

Trico Bancshares Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trico Bancshares Employee Stock Ownership Plan lands in the large band (1,010 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trico Bancshares Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Trico Bancshares Employee Stock Ownership Plan reported participants rose from 959 in the plan year 2023 filing to 1,010 in the plan year 2024 filing.
  • Trico Bancshares Employee Stock Ownership Plan end-of-year assets rose from $50M in the plan year 2023 filing to $51M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942792841 · Trico Bancshares PY 2024 · ESOP

Trico Bancshares Employee Stock Ownership Plan · $51M · 1,010 · 84th

  • VS-ST $51M
  • VS-ST 1,010
  • VS-ST 84th
  • VS-ST ESOP
  • VS-ST near Iowa Plains Signing, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #6477

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 What is an ESOP? → · Plans in California →

Trico Bancshares Employee Stock Ownership Plan in the asset neighbourhood

Integration Innovation, Inc. Employee Stock Ownership PlanIntegration Innovation, Inc.…$51MHerbert Rowland & Grubic, Inc. Employee Stock Ownership PlanHerbert Rowland & Grubic, In…$51MIowa Plains Signing, Inc. Employee Stock Ownership Plan and TrustIowa Plains Signing, Inc. Em…$51MTrico Bancshares Employee Stock Ownership PlanTrico Bancshares Employee St…$51MPeck-Hannaford & Briggs Company Employee Stock Ownership PlanPeck-Hannaford & Briggs Comp…$51M
End-of-year total assets ($M) among Trico Bancshares Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$51M
Net Income$1M
Employer EIN942792841
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trico Bancshares)

Sponsor-wide plan assets over time

All Trico Bancshares plans reported in each filing year

Latest sponsor-wide plan assets
$51M 14.173665940048894% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $59.3M $50.9M ▼ -14.2%
Year Plans Participants Total Assets
2022 1 850 $59M
2023 1 959 $50M
2024 1 1,010 $51M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Trico Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Trico Bancshares Employee Stock Ownership Plan, Total assets ($B): 0.050852375 · Participants: 1010Trico Bancshares Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Trico Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Trico Bancshares Employee Stock Ownership Plan side-by-side with 3 peers →

Trico Bancshares Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Iowa Plains Signing, Inc. Employee Stock Ownership Plan and Trust in IA ($51M); by covered participants it is Honeywell Puerto Rico Savings Plan in NC (1,012 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,010 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 Trico Bancshares Employee Stock Ownership Plan assets move in 2024? ▼
Trico Bancshares Employee Stock Ownership Plan edged up modestly - up 1.7% during 2024, from $50M to $51M. Reported net income was $1M.
How have Trico Bancshares plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trico Bancshares's sponsor-wide assets declined 14.2%, from $59M to $51M.
Where does Trico Bancshares Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Trico Bancshares Employee Stock Ownership Plan ranks in the 84th 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 ESOP plans are similar in size to Trico Bancshares Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Iowa Plains Signing, Inc. Employee Stock Ownership Plan and Trust in IA ($51M, 152 participants).
Which ESOP plans cover a similar participant headcount to Trico Bancshares Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Honeywell Puerto Rico Savings Plan in NC (1,012 participants, $96M 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 942792841.

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.