401(k) · DOL Form 5500 · 2022

California School Employees Association 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
248
Participants Below avg headcount
84th
Percentile by assets National rank
$128,820
Avg per participant Near avg balance/head
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Official DOL plan name: California School Employees Association 401(k) Plan · Sponsored by California School Employees Association · California · Other Services

$32M in assets, 248 participants

California School Employees Association's California School Employees Association 401(k) Plan reported $32M in total assets and 248 participants in its 2022 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.

  • #7,720 in Other Services (8,398 peers)

Coverage in California

California School Employees Association 401(k) Plan covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $32M.

#7,720
in Other Services (8,398 peers)
-22.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California School Employees Association 401(k) Plan's outsized position by total assets

California School Employees Association 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,947,416 Top 16% higher than 84% of 139,123 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 2022

California School Employees Association 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California School Employees Association 401(k) Plan sits mid-pack in the medium band (248 participants).

DOL schedule card

Filing strip 941301733 · California School Employees Association PY 2022 · 401(k)

California School Employees Association 401(k) Plan · $32M · 248 · 84th

  • SCH $32M
  • EBSA 248
  • PART 84th
  • TYPE 401(k)
  • NET near Kelvion Inc. Savings Plan
  • BOOK ind #7720

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 Other Services retirement plans → · Plans in California →

California School Employees Association 401(k) Plan in the asset neighbourhood

Xr Trading LLC 401(k) Plan$32MSenta Partners 401(k) Retirement PlanSenta Partners 401(k) Retire…$32MCalifornia School Employees Association 401(k) PlanCalifornia School Employees …$32MKelvion Inc. Savings Plan$32MDelaware Valley Community Health, Inc. Retirement and Savings PlanDelaware Valley Community He…$32M
End-of-year total assets ($M) among California School Employees Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$32M
Net Income-$9M
Employer EIN941301733
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California School Employees Association)

Sponsor-wide plan assets over time

All California School Employees Association plans reported in each filing year

Latest sponsor-wide plan assets
$316M 18.926029305849983% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $265M $316M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 487 $265M
2023 2 503 $297M
2024 2 541 $316M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

California School Employees Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California School Employees Association 401(k) Plan, Total assets ($B): 0.031947416 · Participants: 248California School Employees Association 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
California School Employees Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California School Employees Association 401(k) Plan side-by-side with 3 peers →

California School Employees Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kelvion Inc. Savings Plan in OK ($32M); by covered participants it is Emmis Operating Company 401(k) Plan in IN (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did California School Employees Association 401(k) Plan assets move in 2022? ▼
California School Employees Association 401(k) Plan declined sharply - down 22.4% during 2022, from $41M to $32M. Reported net income was -$9M.
How have California School Employees Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California School Employees Association's sponsor-wide assets grew 18.9%, from $265M to $316M.
Where does California School Employees Association 401(k) Plan rank by assets among Form 5500 filers? ▼
California School Employees Association 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to California School Employees Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelvion Inc. Savings Plan in OK ($32M, 451 participants).
Which 401(k) plans cover a similar participant headcount to California School Employees Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emmis Operating Company 401(k) Plan in IN (248 participants, $55M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941301733.

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.