401(k) · DOL Form 5500 · 2022

The California Endowment 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
144
Participants Small participant base
87th
Percentile by assets National rank
$311,555
Avg per participant High balance/head
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Official DOL plan name: The California Endowment 401(k) · Sponsored by The California Endowment · California · Other Services

$45M in assets, 144 participants

The California Endowment's The California Endowment 401(k) reported $45M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,898 in Other Services (8,398 peers)

Coverage in California

The California Endowment 401(k) covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $45M.

#7,898
in Other Services (8,398 peers)
-16.8%
assets change YoY
0.5×
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.

The California Endowment 401(k)'s outsized position by total assets

The California Endowment 401(k) vs every filed plan by assets

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

$44,863,873 Top 13% higher than 87% 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

The California Endowment 401(k) 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. The California Endowment 401(k) sits mid-pack in the medium band (144 participants).

DOL schedule card

Filing strip 954523232 · The California Endowment PY 2022 · 401(k)

The California Endowment 401(k) · $45M · 144 · 87th

  • VS-ST $45M
  • VS-ST 144
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near Pritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan
  • VS-ST ind #7898

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 →

The California Endowment 401(k) in the asset neighbourhood

The California Endowment 401(k)The California Endowment 401…$45MPritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership PlanPritchard & Abbott, Inc. 401…$45MMalnove Holding Company, Inc. 401(k) PlanMalnove Holding Company, Inc…$45MFund Evaluation Group, LLC 401(k) Profit Sharing PlanFund Evaluation Group, LLC 4…$45MUnisea 401(k) Plan$45M
End-of-year total assets ($M) among The California Endowment 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$45M
Net Income-$9M
Employer EIN954523232
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The California Endowment)

Sponsor-wide plan assets over time

All The California Endowment plans reported in each filing year

Latest sponsor-wide plan assets
$85M 29.88887275630365% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 280 $66M
2023 2 268 $78M
2024 2 256 $85M

Nearby 401(k) Plans in California

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

The California Endowment 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The California Endowment 401(k), Total assets ($B): 0.044863873 · Participants: 144The California Endowment 401(k)Wells 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
The California Endowment 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare The California Endowment 401(k) side-by-side with 3 peers →

The California Endowment 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan in TX ($45M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 The California Endowment 401(k) assets move in 2022? ▼
The California Endowment 401(k) declined sharply - down 16.8% during 2022, from $54M to $45M. Reported net income was -$9M.
How have The California Endowment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The California Endowment's sponsor-wide assets grew 29.9%, from $66M to $85M.
Where does The California Endowment 401(k) rank by assets among Form 5500 filers? ▼
The California Endowment 401(k) ranks in the 87th 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 The California Endowment 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Pritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan in TX ($45M, 109 participants).
Which 401(k) plans cover a similar participant headcount to The California Endowment 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K 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 954523232.

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.