401(k) · DOL Form 5500 · 2022

The California Endowment 401(k) Plan

Data updated 2026-08-11

$45M
Total assets
144
Participants
87th
Percentile by assets
$311,555
Avg per participant
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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.

  • 87th percentile by assets (of 139,126 plans)
  • #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.

$45M
total plan assets (2022 EOY)
144
covered participants
87th
percentile by assets (of 139,126 plans)
$311,555
avg assets per participant

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.

Where The California Endowment 401(k) sits 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 $2,010,000,000 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

State
California
Industry
Other Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The California Endowment 401(k) reports 144 participants - about 23% of that state average ($45M EOY assets).

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)

$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.9%
Total plan assets by year, all The California Endowment plans on file
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 ($B) Participants The California Endow…, Total assets ($B): 0.044863873 · Participants: 144The California Endow…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The California Endowment 401(k) by total assets, not by location.

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).

Next read for The California Endowment 401(k)

Filing takeaways

Ways to act on The California Endowment 401(k)'s numbers.

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.