Defined Benefit (Pension) · DOL Form 5500 · 2022

California Retirement Plans, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$417,820
Avg per participant High balance/head
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Official DOL plan name: California Retirement Plans, Inc. Cash Balance Plan · Sponsored by California Retirement Plans, Inc. · California · Professional & Technical Services

$3M in assets, 7 participants

California Retirement Plans, Inc.'s California Retirement Plans, Inc. Cash Balance Plan reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,030 in Professional & Technical Services (21,562 peers)

California Retirement Plans, Inc. multi-year trail

California Retirement Plans, Inc.'s plans moved -14.4% in assets from 2022 to 2024; this filing shows California Retirement Plans, Inc. Cash Balance Plan at $3M / 7 participants.

#8,030
in Professional & Technical Services (21,562 peers)
-6.5%
assets change YoY

The plan reported a net loss of $204K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Retirement Plans, Inc. Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

California Retirement Plans, Inc. Cash Balance Plan vs every filed plan by assets

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

$2,924,740 40th percentile higher than 40% 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 Retirement Plans, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Retirement Plans, Inc. Cash Balance Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 680414789 · California Retirement Plans, Inc. PY 2022 · Defined Benefit (Pension)

California Retirement Plans, Inc. Cash Balance Plan · $3M · 7 · 40th

  • IND $3M
  • EOY 7
  • 5500 40th
  • ASSETS Defined Benefit (Pension)
  • PCT near M Orhan Kaymakcalan Md Defined Benefit Plan and Trust
  • EIN ind #8030

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 Professional & Technical Services retirement plans → · Plans in California →

California Retirement Plans, Inc. Cash Balance Plan in the asset neighbourhood

M Orhan Kaymakcalan Md Defined Benefit Plan and TrustM Orhan Kaymakcalan Md Defin…$3MBricklayers Pension Fund of West VirginiaBricklayers Pension Fund of …$3MCalifornia Retirement Plans, Inc. Cash Balance PlanCalifornia Retirement Plans,…$3MMontclair Child Development Center, Inc. Defined Benefit PlanMontclair Child Development …$3MMiddleby Marshall, Inc. Retirement PlanMiddleby Marshall, Inc. Reti…$3M
End-of-year total assets ($M) among California Retirement Plans, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California Retirement Plans, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All California Retirement Plans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.431427068514285% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $6.95M $5.95M ▼ -14.4%
Year Plans Participants Total Assets
2022 2 14 $7M
2023 1 6 $5M
2024 1 6 $6M

California Retirement Plans, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$204K
Employer EIN680414789
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

California Retirement Plans, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Retirement Plans, Inc. Cash Balance Plan, Total assets ($B): 0.00292474 · Participants: 7California Retirement Plans, Inc. Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
California Retirement Plans, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Retirement Plans, Inc. Cash Balance Plan side-by-side with 3 peers →

California Retirement Plans, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is M Orhan Kaymakcalan Md Defined Benefit Plan and Trust in IL ($3M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Retirement Plans, Inc. Cash Balance Plan assets move in 2022? ▼
California Retirement Plans, Inc. Cash Balance Plan pulled back noticeably - down 6.5% during 2022, from $3M to $3M. Reported net income was -$204K.
How have California Retirement Plans, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Retirement Plans, Inc.'s sponsor-wide assets declined 14.4%, from $7M to $6M.
Which Defined Benefit (Pension) plans are similar in size to California Retirement Plans, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is M Orhan Kaymakcalan Md Defined Benefit Plan and Trust in IL ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to California Retirement Plans, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Medical Society Pension Plan in IL (7 participants, $2M 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 680414789.

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.