401(k) · DOL Form 5500 · 2022

Csaa Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$647M
Total assets Above avg plan size
2,988
Participants Above avg headcount
98th
Percentile by assets National rank
$216,378
Avg per participant Above avg balance/head
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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.

  • #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.

#8,963
in Finance & Insurance (9,261 peers)
-14.0%
assets change YoY
6.5×
vs typical plan assets (national mean)

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.

Csaa Insurance Group 401(k) Plan's outsized position by total assets

Csaa Insurance Group 401(k) Plan vs every filed plan by assets

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

$646,537,533 Top 2% higher than 98% 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

Csaa Insurance Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Csaa Insurance Group 401(k) Plan lands in the large band (2,988 participants).

Published 5500 schedule card

Filing strip 464417209 · Csaa Insurance Services, Inc. PY 2022 · 401(k)

Csaa Insurance Group 401(k) Plan · $647M · 2,988 · 98th

  • IND $647M
  • EOY 2,988
  • 5500 98th
  • ASSETS 401(k)
  • PCT near Pay Deferral and Savings Plan of Hines Interests Limited Partnership
  • EIN ind #8963

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 Finance & Insurance retirement plans → · Plans in California →

Csaa Insurance Group 401(k) Plan in the asset neighbourhood

Dsm North America Defined Contribution PlanDsm North America Defined Co…$649MCsaa Insurance Group 401(k) PlanCsaa Insurance Group 401(k) …$647MPay Deferral and Savings Plan of Hines Interests Limited PartnershipPay Deferral and Savings Pla…$645MHilltop Holdings Inc. 401(k) PlanHilltop Holdings Inc. 401(k)…$645MSkyworks Solutions Savings and Retirement 401(k) PlanSkyworks Solutions Savings a…$645M
End-of-year total assets ($M) among Csaa Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$752M
Net Assets (End of Year)$647M
Net Income-$105M
Employer EIN464417209
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csaa Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Csaa Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 22.763905433606954% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.38B $1.69B ▲ +22.5%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Csaa Insurance Group 401(k) Plan, Total assets ($B): 0.646537533 · Participants: 2988Csaa Insurance Group 401(k) 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
Csaa Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Csaa Insurance Group 401(k) Plan side-by-side with 3 peers →

Csaa Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pay Deferral and Savings Plan of Hines Interests Limited Partnership in TX ($645M); by covered participants it is Pinnacle Financial Partners, Inc. 401(k) Plan in TN (2,989 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,988 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 Csaa Insurance Group 401(k) Plan assets move in 2022? ▼
Csaa Insurance Group 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $752M to $647M. Reported net income was -$105M.
How have Csaa Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csaa Insurance Services, Inc.'s sponsor-wide assets grew 22.8%, from $1.4B to $1.7B.
Where does Csaa Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Csaa Insurance Group 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Csaa Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pay Deferral and Savings Plan of Hines Interests Limited Partnership in TX ($645M, 2,802 participants).
Which 401(k) plans cover a similar participant headcount to Csaa Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinnacle Financial Partners, Inc. 401(k) Plan in TN (2,989 participants, $360M 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 464417209.

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.