401(k) · DOL Form 5500 · 2022

California Casualty Management Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
317
Participants Below avg headcount
78th
Percentile by assets National rank
$65,830
Avg per participant Below avg balance/head
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Official DOL plan name: California Casualty Savings Investment Plan for Hourly Employees · Sponsored by California Casualty Management Company · California · Finance & Insurance

$21M in assets, 317 participants

California Casualty Management Company's California Casualty Savings Investment Plan for Hourly Employees reported $21M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,998 in Finance & Insurance (9,261 peers)

Where California Casualty Savings Investment Plan for Hourly Employees sits by assets

California Casualty Savings Investment Plan for Hourly Employees sits in the top quartile of all filed plans by assets, $21M for 317 participants (~$65,830/participant), down 21.1% in 2022.

#5,998
in Finance & Insurance (9,261 peers)
-21.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Casualty Savings Investment Plan for Hourly Employees's outsized position by total assets

California Casualty Savings Investment Plan for Hourly Employees vs every filed plan by assets

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

$20,868,104 Top 22% higher than 78% 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

California Casualty Savings Investment Plan for Hourly Employees 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. California Casualty Savings Investment Plan for Hourly Employees sits mid-pack in the medium band (317 participants).

Published 5500 schedule card

Filing strip 940575650 · California Casualty Management Company PY 2022 · 401(k)

California Casualty Savings Investment Plan for Hourly Employees · $21M · 317 · 78th

  • SCH $21M
  • SCH 317
  • SCH 78th
  • SCH 401(k)
  • SCH near Liberty Hill Equity Partners 401(k) Profit Sharing Plan
  • SCH ind #5998

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 →

California Casualty Savings Investment Plan for Hourly Employees in the asset neighbourhood

California Casualty Savings Investment Plan for Hourly EmployeesCalifornia Casualty Savings …$21MLiberty Hill Equity Partners 401(k) Profit Sharing PlanLiberty Hill Equity Partners…$21MSt&r/Wti Retirement Savings PlanSt&r/Wti Retirement Savings …$21MA. Epstein and Sons International, Inc Salary Savings PlanA. Epstein and Sons Internat…$21MAssociated Clinicians of East Texas Retirement PlanAssociated Clinicians of Eas…$21M
End-of-year total assets ($M) among California Casualty Savings Investment Plan for Hourly Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$7M
Employer EIN940575650
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Casualty Management Company)

Sponsor-wide plan assets over time

All California Casualty Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$300M 4.6811536818306445% vs 2022
2024 filing year
$295M$300M$305M$310M$315M$320M 202220232024 $315M $300M ▼ -4.7%
Year Plans Participants Total Assets
2022 3 1,249 $315M
2023 3 1,056 $316M
2024 3 933 $300M

Nearby 401(k) Plans in California

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

California Casualty Savings Investment Plan for Hourly Employees vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Casualty Savings Investment Plan for Hourly Employees, Total assets ($B): 0.020868104 · Participants: 317California Casualty Savings Investment Plan for Hourly EmployeesWells 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
California Casualty Savings Investment Plan for Hourly Employees vs. nearby 401(k) plans in California, assets vs. participants
Compare California Casualty Savings Investment Plan for Hourly Employees side-by-side with 3 peers →

California Casualty Savings Investment Plan for Hourly Employees's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Liberty Hill Equity Partners 401(k) Profit Sharing Plan in OH ($21M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 California Casualty Savings Investment Plan for Hourly Employees assets move in 2022? ▼
California Casualty Savings Investment Plan for Hourly Employees declined sharply - down 21.1% during 2022, from $26M to $21M. Reported net income was -$7M.
How have California Casualty Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Casualty Management Company's sponsor-wide assets declined 4.7%, from $315M to $300M.
Where does California Casualty Savings Investment Plan for Hourly Employees rank by assets among Form 5500 filers? ▼
California Casualty Savings Investment Plan for Hourly Employees ranks in the 78th 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 California Casualty Savings Investment Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Hill Equity Partners 401(k) Profit Sharing Plan in OH ($21M, 147 participants).
Which 401(k) plans cover a similar participant headcount to California Casualty Savings Investment Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Skybridge Resources, LLC 401(k) Plan in FL (317 participants, $2M 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 940575650.

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.