401(k) · DOL Form 5500 · 2022

California Workers' Compensation Institute 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
15
Participants Small participant base
56th
Percentile by assets National rank
$427,368
Avg per participant High balance/head
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Official DOL plan name: California Workers' Compensation Institute Retirement Plan · Sponsored by California Workers' Compensation Institute · California · Finance & Insurance

$6M in assets, 15 participants

California Workers' Compensation Institute's California Workers' Compensation Institute Retirement Plan reported $6M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,647 in Finance & Insurance (9,261 peers)

California Workers' Compensation Institute multi-year trail

California Workers' Compensation Institute's plans moved +46.4% in assets from 2022 to 2024; this filing shows California Workers' Compensation Institute Retirement Plan at $6M / 15 participants.

#3,647
in Finance & Insurance (9,261 peers)
-13.0%
assets change YoY

The plan reported a net loss of $961K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Workers' Compensation Institute Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

California Workers' Compensation Institute Retirement Plan vs every filed plan by assets

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

$6,410,515 Top 44% higher than 56% 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 Workers' Compensation Institute Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Workers' Compensation Institute Retirement Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 941591595 · California Workers' Compensation Institute PY 2022 · 401(k)

California Workers' Compensation Institute Retirement Plan · $6M · 15 · 56th

  • 5500 $6M
  • 5500 15
  • 5500 56th
  • 5500 401(k)
  • 5500 near Dillon Gage Inc. 401(k) Salary Reduction Plan and Trust
  • 5500 ind #3647

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 Workers' Compensation Institute Retirement Plan in the asset neighbourhood

California Workers' Compensation Institute Retirement PlanCalifornia Workers' Compensa…$6MDillon Gage Inc. 401(k) Salary Reduction Plan and TrustDillon Gage Inc. 401(k) Sala…$6MDnb Holdings, Inc. 401(k) Plan & TrustDnb Holdings, Inc. 401(k) Pl…$6MFinger & Associates P.C. Plastic Surgery Center Profit Sharing and Salary Deferral PlanFinger & Associates P.C. Pla…$6MMeekhof Tire 401(k) Plan$6M
End-of-year total assets ($M) among California Workers' Compensation Institute Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California Workers' Compensation Institute multi-year asset trail

Sponsor-wide plan assets over time

All California Workers' Compensation Institute plans reported in each filing year

Latest sponsor-wide plan assets
$9M 46.37148497429614% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.41M $9.38M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 15 $6M
2023 1 16 $8M
2024 1 16 $9M

California Workers' Compensation Institute filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$961K
Employer EIN941591595
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

California Workers' Compensation Institute Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Workers' Compensation Institute Retirement Plan, Total assets ($B): 0.006410515 · Participants: 15California Workers' Compensation Institute Retirement 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
California Workers' Compensation Institute Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Workers' Compensation Institute Retirement Plan side-by-side with 3 peers →

California Workers' Compensation Institute Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dillon Gage Inc. 401(k) Salary Reduction Plan and Trust in TX ($6M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Workers' Compensation Institute Retirement Plan assets move in 2022? ▼
California Workers' Compensation Institute Retirement Plan pulled back noticeably - down 13.0% during 2022, from $7M to $6M. Reported net income was -$961K.
How have California Workers' Compensation Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Workers' Compensation Institute's sponsor-wide assets grew 46.4%, from $6M to $9M.
Which 401(k) plans are similar in size to California Workers' Compensation Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dillon Gage Inc. 401(k) Salary Reduction Plan and Trust in TX ($6M, 91 participants).
Which 401(k) plans cover a similar participant headcount to California Workers' Compensation Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K 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 941591595.

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.