401(k) · DOL Form 5500 · 2022

Union of California State Workers 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
146
Participants Small participant base
66th
Percentile by assets National rank
$74,164
Avg per participant Below avg balance/head
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Official DOL plan name: Union of Ca State Workers 401(k) Plan · Sponsored by Union of California State Workers · California · Other Services

$11M in assets, 146 participants

Union of California State Workers's Union of Ca State Workers 401(k) Plan reported $11M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,779 in Other Services (8,398 peers)

Coverage in California

Union of Ca State Workers 401(k) Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $11M.

#6,779
in Other Services (8,398 peers)
-14.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union of Ca State Workers 401(k) Plan's mid-pack asset rank among Other Services and all filers

Union of Ca State Workers 401(k) Plan vs every filed plan by assets

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

$10,827,894 Top 34% higher than 66% 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

Union of Ca State Workers 401(k) 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. Union of Ca State Workers 401(k) Plan sits mid-pack in the medium band (146 participants).

Plan-year Form 5500 strip

Filing strip 680475305 · Union of California State Workers PY 2022 · 401(k)

Union of Ca State Workers 401(k) Plan · $11M · 146 · 66th

  • PART $11M
  • TYPE 146
  • NET 66th
  • BOOK 401(k)
  • VS-ST near Allsouth Federal Credit Union 401(k) Plan and Trust
  • BOY ind #6779

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 →

Union of Ca State Workers 401(k) Plan in the asset neighbourhood

Union of Ca State Workers 401(k) PlanUnion of Ca State Workers 40…$11MAllsouth Federal Credit Union 401(k) Plan and TrustAllsouth Federal Credit Unio…$11MHeartland Veterinary Partners 401(k) PlanHeartland Veterinary Partner…$11MLarkin Community Hospital 401(k) PlanLarkin Community Hospital 40…$11MGeneral Insurance Services, Inc. 401(k) PlanGeneral Insurance Services, …$11M
End-of-year total assets ($M) among Union of Ca State Workers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN680475305
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union of California State Workers)

Sponsor-wide plan assets over time

All Union of California State Workers plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.924286846546522% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.8M $14.2M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 146 $11M
2023 1 150 $12M
2024 1 152 $14M

Nearby 401(k) Plans in California

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

Union of Ca State Workers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Union of Ca State Workers 401(k) Plan, Total assets ($B): 0.010827894 · Participants: 146Union of Ca State Workers 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
Union of Ca State Workers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Union of Ca State Workers 401(k) Plan side-by-side with 3 peers →

Union of Ca State Workers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Allsouth Federal Credit Union 401(k) Plan and Trust in SC ($11M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Union of Ca State Workers 401(k) Plan assets move in 2022? ▼
Union of Ca State Workers 401(k) Plan pulled back noticeably - down 14.5% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Union of California State Workers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union of California State Workers's sponsor-wide assets grew 30.9%, from $11M to $14M.
Which 401(k) plans are similar in size to Union of Ca State Workers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allsouth Federal Credit Union 401(k) Plan and Trust in SC ($11M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Union of Ca State Workers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 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 680475305.

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.