ESOP · DOL Form 5500 · 2024

Bank of Hope ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
225
Participants Below avg headcount
54th
Percentile by assets National rank
$40,549
Avg per participant Low balance/head
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Official DOL plan name: Territorial Savings Bank Amended and Restated ESOP · Sponsored by Bank of Hope · California · Finance & Insurance

$9M in assets, 225 participants

Bank of Hope's Territorial Savings Bank Amended and Restated ESOP reported $9M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,228 in Finance & Insurance (8,549 peers)

Coverage in California

Territorial Savings Bank Amended and Restated ESOP covers 225 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,228
in Finance & Insurance (8,549 peers)
-17.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Territorial Savings Bank Amended and Restated ESOP's mid-pack asset rank among Finance & Insurance and all filers

Territorial Savings Bank Amended and Restated ESOP vs every filed plan by assets

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

$9,123,546 Top 46% higher than 54% 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

Territorial Savings Bank Amended and Restated ESOP 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. Territorial Savings Bank Amended and Restated ESOP sits mid-pack in the medium band (225 participants).

Form 5500 schedule snapshot

Filing strip 953972168 · Bank of Hope PY 2024 · ESOP

Territorial Savings Bank Amended and Restated ESOP · $9M · 225 · 54th

  • PART $9M
  • PART 225
  • PART 54th
  • PART ESOP
  • PART near Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust
  • PART ind #3228

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 →

Territorial Savings Bank Amended and Restated ESOP in the asset neighbourhood

Prolift, Inc. Employee Stock Ownership PlanProlift, Inc. Employee Stock…$9MElectracom Supply, Inc. Employee Stock Ownership PlanElectracom Supply, Inc. Empl…$9MTerritorial Savings Bank Amended and Restated ESOPTerritorial Savings Bank Ame…$9MIndiana Trust and Investment Management Company Employee Stock Ownership Plan and TrustIndiana Trust and Investment…$9MDillon Yarn Corporation Employee Stock Ownership PlanDillon Yarn Corporation Empl…$9M
End-of-year total assets ($M) among Territorial Savings Bank Amended and Restated ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN953972168
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Hope)

Sponsor-wide plan assets over time

All Bank of Hope plans reported in each filing year

Latest sponsor-wide plan assets
$326M 82.21594432185412% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $179M $326M ▲ +82.2%
Year Plans Participants Total Assets
2022 1 1,404 $179M
2023 1 1,487 $219M
2024 4 1,790 $326M

Nearby ESOP Plans in California

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

Territorial Savings Bank Amended and Restated ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Territorial Savings Bank Amended and Restated ESOP, Total assets ($B): 0.009123546 · Participants: 225Territorial Savings Bank Amended and Restated ESOPParsons 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
Territorial Savings Bank Amended and Restated ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Territorial Savings Bank Amended and Restated ESOP side-by-side with 3 peers →

Territorial Savings Bank Amended and Restated ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust in IN ($9M); by covered participants it is Tmi Corporation ESOP in ND (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Territorial Savings Bank Amended and Restated ESOP assets move in 2024? ▼
Territorial Savings Bank Amended and Restated ESOP declined sharply - down 17.4% during 2024, from $11M to $9M. Reported net income was -$1M.
How have Bank of Hope plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Hope's sponsor-wide assets grew 82.2%, from $179M to $326M.
Which ESOP plans are similar in size to Territorial Savings Bank Amended and Restated ESOP? ▼
Among ESOP plans in other states, the closest by assets is Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust in IN ($9M, 38 participants).
Which ESOP plans cover a similar participant headcount to Territorial Savings Bank Amended and Restated ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Tmi Corporation ESOP in ND (225 participants, $10M 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 953972168.

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.