Defined Benefit (Pension) · DOL Form 5500 · 2022

California Casualty Management Company Pension Plan

Data updated 2026-08-11

$177M
Total assets
202
Participants
95th
Percentile by assets
$878,474
Avg per participant
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Official DOL plan name: California Casualty Management Co. Pension Plan · Sponsored by California Casualty Management Company · California · Finance & Insurance

$177M in assets, 202 participants

California Casualty Management Company's California Casualty Management Co. Pension Plan reported $177M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #8,517 in Finance & Insurance (9,261 peers)

Coverage in California

California Casualty Management Co. Pension Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $177M.

$177M
total plan assets (2022 EOY)
202
covered participants
95th
percentile by assets (of 139,126 plans)
$878,474
avg assets per participant

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where California Casualty Management Co. Pension Plan sits by total assets

California Casualty Management Co. Pension Plan vs every filed plan by assets

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

$177,451,807 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. California Casualty Management Co. Pension Plan reports 202 participants - about 32% of that state average ($177M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$177M
Net Income-$42M
Employer EIN940575650
Plan Effective Date1936-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Casualty Management Company)

$295M$300M$305M$310M$315M$320M 202220232024 $315M $300M ▼ -4.7%
Total plan assets by year, all California Casualty Management Company plans on file
Year Plans Participants Total Assets
2022 3 1,249 $315M
2023 3 1,056 $316M
2024 3 933 $300M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

California Casualty Management Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

California Casualty Management Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Casualty …Kaiser Permanente Re…Pacific Gas and Elec…Retirement Plan for …Disney Salaried Pens…Wells Fargo & Compan…
California Casualty Management Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Casualty Management Co. Pensi… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to California Casualty Management Co. Pension Plan by total assets, not by location.

Frequently Asked Questions

How did California Casualty Management Co. Pension Plan assets move in 2022? ▼
California Casualty Management Co. Pension Plan declined sharply - down 19.2% during 2022, from $220M to $177M. Reported net income was -$42M.
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 Management Co. Pension Plan rank by assets among Form 5500 filers? ▼
California Casualty Management Co. Pension Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to California Casualty Management Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cic-Toc Pension Plan in WA ($177M, 66 participants).

Next read for California Casualty Management Co. Pensi…

Filing takeaways

Ways to act on California Casualty Management Co. Pension Plan's numbers.

  • By total assets, California Casualty Management Co. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
  • California Casualty Management Company's sponsor-wide assets have declined 4.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.