ESOP · DOL Form 5500 · 2023

City First Bank, NA ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
59
Participants Small participant base
41st
Percentile by assets National rank
$70,498
Avg per participant Below avg balance/head
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Official DOL plan name: City First Bank, NA Employee Stock Ownership Plan · Sponsored by City First Bank, NA · California · Finance & Insurance

$4M in assets, 59 participants

City First Bank, NA's City First Bank, NA Employee Stock Ownership Plan reported $4M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,561 in Finance & Insurance (8,869 peers)

City First Bank, NA multi-year trail

City First Bank, NA's plans moved +167.0% in assets from 2022 to 2023; this filing shows City First Bank, NA Employee Stock Ownership Plan at $4M / 59 participants.

#2,561
in Finance & Insurance (8,869 peers)
+77.1%
assets growth 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.

City First Bank, NA Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

City First Bank, NA Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,159,389 41st percentile higher than 41% of 127,068 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 2023

City First Bank, NA Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. City First Bank, NA Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • City First Bank, NA Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • City First Bank, NA Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • City First Bank, NA Employee Stock Ownership Plan reported participants rose from 47 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951520055 · City First Bank, NA PY 2023 · ESOP

City First Bank, NA Employee Stock Ownership Plan · $4M · 59 · 41st

  • EIN $4M
  • EIN 59
  • EIN 41st
  • EIN ESOP
  • EIN near Teksouth Corporation Employee Stock Ownership Plan
  • EIN ind #2561

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 →

City First Bank, NA Employee Stock Ownership Plan in the asset neighbourhood

Trc Global Mobility Inc. Employee Stock Ownership PlanTrc Global Mobility Inc. Emp…$4MAcme Foundry, Inc. Employees Stock Ownership TrustAcme Foundry, Inc. Employees…$4MCity First Bank, NA Employee Stock Ownership PlanCity First Bank, NA Employee…$4MTeksouth Corporation Employee Stock Ownership PlanTeksouth Corporation Employe…$4MFarmrail System, Inc Employee Stock Ownership PlanFarmrail System, Inc Employe…$4M
End-of-year total assets ($M) among City First Bank, NA Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

City First Bank, NA multi-year asset trail

Sponsor-wide plan assets over time

All City First Bank, NA plans reported in each filing year

Latest sponsor-wide plan assets
$4M 166.97782282263972% vs 2022
2023 filing year
$1M$2M$3M$4M$5M 20222023 $1.56M $4.16M ▲ +166.7%
Year Plans Participants Total Assets
2022 1 47 $2M
2023 1 59 $4M

City First Bank, NA filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$289K
Net Income-$1M
Employer EIN951520055
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

City First Bank, NA Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants City First Bank, NA Employee Stock Ownership Plan, Total assets ($B): 0.004159389 · Participants: 59City First Bank, NA Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
City First Bank, NA Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare City First Bank, NA Employee Stock Ownership Plan side-by-side with 3 peers →

City First Bank, NA Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Teksouth Corporation Employee Stock Ownership Plan in AL ($4M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did City First Bank, NA Employee Stock Ownership Plan assets move in 2023? ▼
City First Bank, NA Employee Stock Ownership Plan surged - up 77.1% during 2023, from $2M to $4M. Reported net income was -$1M.
How have City First Bank, NA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), City First Bank, NA's sponsor-wide assets grew 167.0%, from $2M to $4M.
Which ESOP plans are similar in size to City First Bank, NA Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Teksouth Corporation Employee Stock Ownership Plan in AL ($4M, 131 participants).
Which ESOP plans cover a similar participant headcount to City First Bank, NA Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951520055.

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.