401(k) · DOL Form 5500 · 2022

California Medical Association 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
105
Participants Small participant base
81st
Percentile by assets National rank
$257,092
Avg per participant Above avg balance/head
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Official DOL plan name: California Medical Association Employees' Retirement Savings Plan · Sponsored by California Medical Association · California · Other Services

$27M in assets, 105 participants

California Medical Association's California Medical Association Employees' Retirement Savings Plan reported $27M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,604 in Other Services (8,398 peers)

Coverage in California

California Medical Association Employees' Retirement Savings Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $27M.

#7,604
in Other Services (8,398 peers)
-22.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Medical Association Employees' Retirement Savings Plan's outsized position by total assets

California Medical Association Employees' Retirement Savings Plan vs every filed plan by assets

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

$26,994,636 Top 19% higher than 81% 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 Medical Association Employees' Retirement Savings 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 Medical Association Employees' Retirement Savings Plan sits mid-pack in the medium band (105 participants).

EBSA filing schedule strip

Filing strip 940359340 · California Medical Association PY 2022 · 401(k)

California Medical Association Employees' Retirement Savings Plan · $27M · 105 · 81st

  • NET $27M
  • BOOK 105
  • VS-ST 81st
  • BOY 401(k)
  • SCH near L & H Industrial, Inc 401(k) Plan
  • EBSA ind #7604

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 Medical Association Employees' Retirement Savings Plan in the asset neighbourhood

L & H Industrial, Inc 401(k) PlanL & H Industrial, Inc 401(k)…$27MFlint 401(k) Retirement/Profit Sharing PlanFlint 401(k) Retirement/Prof…$27MQ.E.D. Systems, Inc. 401(k) PlanQ.E.D. Systems, Inc. 401(k) …$27MCalifornia Medical Association Employees' Retirement Savings PlanCalifornia Medical Associati…$27MKerberrose S.C. 401(k) Profit Sharing PlanKerberrose S.C. 401(k) Profi…$27M
End-of-year total assets ($M) among California Medical Association Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$27M
Net Income-$8M
Employer EIN940359340
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Medical Association)

Sponsor-wide plan assets over time

All California Medical Association plans reported in each filing year

Latest sponsor-wide plan assets
$37M 37.41636301374836% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $37.1M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 105 $27M
2023 1 110 $33M
2024 1 115 $37M

Nearby 401(k) Plans in California

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

California Medical Association Employees' Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Medical Association Employees' Retirement Savings Plan, Total assets ($B): 0.026994636 · Participants: 105California Medical Association Employees' Retirement Savings 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 Medical Association Employees' Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Medical Association Employees' Retirement Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is L & H Industrial, Inc 401(k) Plan in WY ($27M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Medical Association Employees' Retirement Savings Plan assets move in 2022? ▼
California Medical Association Employees' Retirement Savings Plan declined sharply - down 22.7% during 2022, from $35M to $27M. Reported net income was -$8M.
How have California Medical Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Medical Association's sponsor-wide assets grew 37.4%, from $27M to $37M.
Where does California Medical Association Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
California Medical Association Employees' Retirement Savings Plan ranks in the 81st 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 Medical Association Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is L & H Industrial, Inc 401(k) Plan in WY ($27M, 208 participants).
Which 401(k) plans cover a similar participant headcount to California Medical Association Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, N/A 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 940359340.

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.