ESOP · DOL Form 5500 · 2024

Provident Savings Bank, F.S.B. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
153
Participants Small participant base
64th
Percentile by assets National rank
$96,291
Avg per participant Below avg balance/head
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Official DOL plan name: Provident Savings Bank, F.S.B. Employee Stock Ownership Plan · Sponsored by Provident Savings Bank, F.S.B. · California · Finance & Insurance

$15M in assets, 153 participants

Provident Savings Bank, F.S.B.'s Provident Savings Bank, F.S.B. Employee Stock Ownership Plan reported $15M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,121 in Finance & Insurance (8,549 peers)

Coverage in California

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $15M.

#4,121
in Finance & Insurance (8,549 peers)
+16.3%
assets growth YoY

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,732,589 Top 36% higher than 64% 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

Provident Savings Bank, F.S.B. Employee Stock Ownership 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. Provident Savings Bank, F.S.B. Employee Stock Ownership Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Provident Savings Bank, F.S.B. Employee Stock Ownership Plan reported net income rose from -$770K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Provident Savings Bank, F.S.B. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Provident Savings Bank, F.S.B. Employee Stock Ownership Plan reported participants rose from 138 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 956024097 · Provident Savings Bank, F.S.B. PY 2024 · ESOP

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan · $15M · 153 · 64th

  • PART $15M
  • TYPE 153
  • NET 64th
  • BOOK ESOP
  • VS-ST near Employee Stock Ownership Plan of Westfield Financial, Inc.
  • BOY ind #4121

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 →

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan in the asset neighbourhood

Security Agency, Inc. Employee Stock Ownership PlanSecurity Agency, Inc. Employ…$15MProvident Savings Bank, F.S.B. Employee Stock Ownership PlanProvident Savings Bank, F.S.…$15MEmployee Stock Ownership Plan of Westfield Financial, Inc.Employee Stock Ownership Pla…$15MStansell Electric Company, Inc. Employee Stock Ownership PlanStansell Electric Company, I…$15MC.a. Group, Inc. Employee Stock Ownership PlanC.a. Group, Inc. Employee St…$15M
End-of-year total assets ($M) among Provident Savings Bank, F.S.B. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN956024097
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Provident Savings Bank, F.S.B.)

Sponsor-wide plan assets over time

All Provident Savings Bank, F.S.B. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 12.159750336971245% vs 2022
2024 filing year
$48M$50M$52M$54M$56M 202220232024 $49.3M $55.3M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 318 $49M
2023 2 308 $52M
2024 2 327 $55M

Nearby ESOP Plans in California

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

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Provident Savings Bank, F.S.B. Employee Stock Ownership Plan, Total assets ($B): 0.014732589 · Participants: 153Provident Savings Bank, F.S.B. 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
Provident Savings Bank, F.S.B. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Provident Savings Bank, F.S.B. Employee Stock Ownership Plan side-by-side with 3 peers →

Provident Savings Bank, F.S.B. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Employee Stock Ownership Plan of Westfield Financial, Inc. in MA ($15M); by covered participants it is Carley Corporation Employee Stock Ownership Plan in FL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Provident Savings Bank, F.S.B. Employee Stock Ownership Plan assets move in 2024? ▼
Provident Savings Bank, F.S.B. Employee Stock Ownership Plan grew sharply - up 16.3% during 2024, from $13M to $15M. Reported net income was $2M.
How have Provident Savings Bank, F.S.B. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Provident Savings Bank, F.S.B.'s sponsor-wide assets grew 12.2%, from $49M to $55M.
Which ESOP plans are similar in size to Provident Savings Bank, F.S.B. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Westfield Financial, Inc. in MA ($15M, 273 participants).
Which ESOP plans cover a similar participant headcount to Provident Savings Bank, F.S.B. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carley Corporation Employee Stock Ownership Plan in FL (153 participants, $27M 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 956024097.

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.