401(k) · DOL Form 5500 · 2022
Csaa Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $647M
- Total assets
- 2,988
- Participants
- 98th
- Percentile by assets
- $216,378
- Avg per participant
Official DOL plan name: Csaa Insurance Group 401(k) Plan · Sponsored by Csaa Insurance Services, Inc. · California · Finance & Insurance
$647M in assets, 2,988 participants
Csaa Insurance Services, Inc.'s Csaa Insurance Group 401(k) Plan reported $647M in total assets and 2,988 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,963 in Finance & Insurance (9,261 peers)
Coverage in California
Csaa Insurance Group 401(k) Plan covers 2,988 participants in California, 4.7x the typical California plan (state average ~630 per filing). Assets: $647M.
- $647M
- total plan assets (2022 EOY)
- 2,988
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $216,378
- avg assets per participant
The plan reported a net loss of $105M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Csaa Insurance Group 401(k) Plan reports 2,988 participants - 4.7x that state average ($647M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $752M |
|---|---|
| Net Assets (End of Year) | $647M |
| Net Income | -$105M |
| Employer EIN | 464417209 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Csaa Insurance Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,566 | $1.4B |
| 2023 | 2 | 5,596 | $1.5B |
| 2024 | 2 | 5,571 | $1.7B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Csaa Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Csaa Insurance Group 401(k) Plan by total assets, not by location.
- Pay Deferral and Savings Plan of Hines Interests Limited Partnership (TX) $645M · 2,802
- Hilltop Holdings Inc. 401(k) Plan (TX) $645M · 4,949
- Skyworks Solutions Savings and Retirement 401(k) Plan (MA) $645M · 2,602
- Dsm North America Defined Contribution Plan (NJ) $649M · 2,615
Frequently Asked Questions
How did Csaa Insurance Group 401(k) Plan assets move in 2022? ▼
How have Csaa Insurance Services, Inc. plan assets changed over time? ▼
Where does Csaa Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Csaa Insurance Group 401(k) Plan? ▼
Next read for Csaa Insurance Group 401(k) Plan
Filing takeaways
Ways to act on Csaa Insurance Group 401(k) Plan's numbers.
- By total assets, Csaa Insurance Group 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Csaa Insurance Services, Inc.'s sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Finance & Insurance plans