401(k)
2022 plan-year 401(k) DOL Form 5500

Capital Accumulation P/S Plan for Employees of Payden & Rygel

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Payden & Rygel · California · Finance & Insurance

What the 2023 filing shows

Capital Accumulation P/S Plan for Employees of Payden & Rygel holds $93M for 187 participants — about $497,860 per participant, down 12.2% over the 2022 plan year.

$93M
total plan assets (2022 EOY)
187
covered participants
$497,860
avg assets per participant
-12.2%
assets change YoY

The plan reported a net loss of $13M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$93M
Participants
187
State
Industry
Finance & Insurance

What the Filing Says About Capital Accumulation P/S Plan for Employees of Payden & Rygel

Capital Accumulation P/S Plan for Employees of Payden & Rygel is a 401(k) retirement plan sponsored by Payden & Rygel, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $93M in total end-of-year assets and covers 187 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 953921788, and the plan has been effective since 1984-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $106M at the beginning of 2022 to $93M at year-end — a decline of 12.2%. Net assets (after liabilities) closed the year at $93M, with reported net income of $-12,904,616 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$106M
Total Assets (End of Year)$93M
Net Assets (End of Year)$93M
Net Income$-12,904,616
Plan Type401(k)
Employer EIN953921788
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Payden & Rygel)

Year Plans Participants Total Assets
2022 1 187 $93M
2023 1 199 $110M
2024 1 204 $124M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Capital Accumulation P/S Plan for Employees of Payden & Rygel?
As of the 2022 Form 5500 filing, Capital Accumulation P/S Plan for Employees of Payden & Rygel holds $93M in total assets with 187 participants. It is sponsored by Payden & Rygel.
What type of plan is Capital Accumulation P/S Plan for Employees of Payden & Rygel?
Capital Accumulation P/S Plan for Employees of Payden & Rygel is a 401(k) plan. It has been effective since 1984-06-01. The plan is filed with the U.S. Department of Labor under EIN 953921788.
Who sponsors the Capital Accumulation P/S Plan for Employees of Payden & Rygel?
Capital Accumulation P/S Plan for Employees of Payden & Rygel is sponsored by Payden & Rygel, located in California. The sponsor's EIN is 953921788 and the plan operates in the Finance & Insurance industry.
How did Capital Accumulation P/S Plan for Employees of Payden & Rygel perform in 2022?
Capital Accumulation P/S Plan for Employees of Payden & Rygel declined by 12.2% during 2022, moving from $106M to $93M in total assets. Net income was $-12,904,616.
Where can I find official filings for Capital Accumulation P/S Plan for Employees of Payden & Rygel?
Official Form 5500 filings for Capital Accumulation P/S Plan for Employees of Payden & Rygel are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 953921788 or plan name at efast.dol.gov.
How does Capital Accumulation P/S Plan for Employees of Payden & Rygel compare to other plans?
You can compare Capital Accumulation P/S Plan for Employees of Payden & Rygel against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 953921788.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.