ESOP · DOL Form 5500 · 2024

Bank of Marin ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
330
Participants Below avg headcount
65th
Percentile by assets National rank
$46,634
Avg per participant Low balance/head
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Official DOL plan name: Bank of Marin Employee Stock Ownership Plan · Sponsored by Bank of Marin · California · Finance & Insurance

$15M in assets, 330 participants

Bank of Marin's Bank of Marin Employee Stock Ownership Plan reported $15M in total assets and 330 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,185 in Finance & Insurance (8,549 peers)

Bank of Marin multi-year trail

Bank of Marin's plans moved +11.5% in assets from 2022 to 2024; this filing shows Bank of Marin Employee Stock Ownership Plan at $15M / 330 participants.

#4,185
in Finance & Insurance (8,549 peers)
+14.2%
assets growth YoY

Bank of Marin Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Bank of Marin Employee Stock Ownership Plan vs every filed plan by assets

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

$15,389,339 Top 35% higher than 65% 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

Bank of Marin 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. Bank of Marin Employee Stock Ownership Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bank of Marin Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bank of Marin Employee Stock Ownership Plan reported participants rose from 286 in the plan year 2023 filing to 330 in the plan year 2024 filing.
  • Bank of Marin 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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680197989 · Bank of Marin PY 2024 · ESOP

Bank of Marin Employee Stock Ownership Plan · $15M · 330 · 65th

  • PHOTO $15M
  • IND 330
  • EOY 65th
  • 5500 ESOP
  • ASSETS near Vernon Holding Company, Inc. Employee Stock Ownership Plan
  • PCT ind #4185

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 →

Bank of Marin Employee Stock Ownership Plan in the asset neighbourhood

Richmond Mutual Bancorporation, Inc. Employee Stock Ownership PlanRichmond Mutual Bancorporati…$15MNickerson & O'day, Inc. Employee Stock Ownership PlanNickerson & O'day, Inc. Empl…$15MBank of Marin Employee Stock Ownership PlanBank of Marin Employee Stock…$15MVernon Holding Company, Inc. Employee Stock Ownership PlanVernon Holding Company, Inc.…$15MG & M Electrical Contractors Co Employee Stock Ownership PlanG & M Electrical Contractors…$15M
End-of-year total assets ($M) among Bank of Marin Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bank of Marin multi-year asset trail

Sponsor-wide plan assets over time

All Bank of Marin plans reported in each filing year

Latest sponsor-wide plan assets
$62M 11.476501943082189% vs 2022
2024 filing year
$54M$56M$58M$60M$62M$64M 202220232024 $55.8M $62.3M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 637 $56M
2023 2 595 $59M
2024 2 659 $62M

Bank of Marin filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN680197989
Plan Effective Date2010-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Bank of Marin Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Bank of Marin Employee Stock Ownership Plan, Total assets ($B): 0.015389339 · Participants: 330Bank of Marin 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
Bank of Marin Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bank of Marin Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Vernon Holding Company, Inc. Employee Stock Ownership Plan in TX ($15M); by covered participants it is Burns Engineering, Inc. Employee Stock Ownership Plan in PA (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Bank of Marin Employee Stock Ownership Plan assets move in 2024? ▼
Bank of Marin Employee Stock Ownership Plan grew at a solid clip - up 14.2% during 2024, from $13M to $15M. Reported net income was $2M.
How have Bank of Marin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Marin's sponsor-wide assets grew 11.5%, from $56M to $62M.
Which ESOP plans are similar in size to Bank of Marin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Vernon Holding Company, Inc. Employee Stock Ownership Plan in TX ($15M, 15 participants).
Which ESOP plans cover a similar participant headcount to Bank of Marin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Burns Engineering, Inc. Employee Stock Ownership Plan in PA (330 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 680197989.

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.