401(k) · DOL Form 5500 · 2022
California Casualty Management Company 401(k) Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 730
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $160,042
- Avg per participant Above avg balance/head
Official DOL plan name: California Casualty Management Company Savings Investment Plan for Salaried Employees · Sponsored by California Casualty Management Company · California · Finance & Insurance
$117M in assets, 730 participants
California Casualty Management Company's California Casualty Management Company Savings Investment Plan for Salaried Employees reported $117M in total assets and 730 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,292 in Finance & Insurance (9,261 peers)
Where California Casualty Management Company Savings Investment Plan for Salaried Employees sits by assets
California Casualty Management Company Savings Investment Plan for Salaried Employees sits in the top 10% of all filed plans by assets, $117M for 730 participants (~$160,042/participant), down 28.3% in 2022.
- #8,292
- in Finance & Insurance (9,261 peers)
- -28.3%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
California Casualty Management Company Savings Investment Plan for Salaried Employees's outsized position by total assets
California Casualty Management Company Savings Investment Plan for Salaried Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$116,830,584 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
California Casualty Management Company Savings Investment Plan for Salaried 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 Management Company Savings Investment Plan for Salaried Employees sits mid-pack in the medium band (730 participants).
EBSA filing schedule strip
Filing strip 940575650 · California Casualty Management Company PY 2022 · 401(k)
California Casualty Management Company Savings Investment Plan for Salaried Employees · $117M · 730 · 94th
- EBSA $117M
- EBSA 730
- EBSA 94th
- EBSA 401(k)
- EBSA near Insurity, LLC. 401(k) Retirement Savings Plan
- EBSA ind #8292
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 Management Company Savings Investment Plan for Salaried Employees in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | -$45M |
| Employer EIN | 940575650 |
| Plan Effective Date | 1953-01-02 |
| Filing Status | FILING 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
| 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.
- 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
California Casualty Management Company Savings Investment Plan for Salaried Employees's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Insurity, LLC. 401(k) Retirement Savings Plan in CT ($117M); by covered participants it is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD (730 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Insurity, LLC. 401(k) Retirement Savings Plan (CT) $117M · 839
- Moss & Barnett Profit Sharing and 401(k) Plan (MN) $117M · 139
- Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan (GA) $117M · 189
- Walter P Moore & Associates, Inc. 401(k) Profit Sharing Plan (TX) $117M · 582
Similar participant headcount
Nearest other-state filings by covered participants (730 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.