Defined Benefit (Pension) · DOL Form 5500 · 2022

California Casualty Management Company Pension Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
202
Participants Below avg headcount
95th
Percentile by assets National rank
$878,474
Avg per participant High balance/head
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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.

  • #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.

#8,517
in Finance & Insurance (9,261 peers)
-19.2%
assets change YoY
1.8×
vs typical plan assets (national mean)

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.

California Casualty Management Co. Pension Plan's outsized position 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 $2,050,000,000 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 Management Co. Pension 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. California Casualty Management Co. Pension Plan sits mid-pack in the medium band (202 participants).

Form 5500 schedule snapshot

Filing strip 940575650 · California Casualty Management Company PY 2022 · Defined Benefit (Pension)

California Casualty Management Co. Pension Plan · $177M · 202 · 95th

  • PHOTO $177M
  • IND 202
  • EOY 95th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Cic-Toc Pension Plan
  • PCT ind #8517

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 Co. Pension Plan in the asset neighbourhood

California Casualty Management Co. Pension PlanCalifornia Casualty Manageme…$177MCic-Toc Pension Plan$177MHarsco Employees Pension Plan$177MRetirement Plan for Employees of Woods Hole Oceanographic InstitutionRetirement Plan for Employee…$177MDairy Farmers of America, Inc. Retirement PlanDairy Farmers of America, In…$177M
End-of-year total assets ($M) among California Casualty Management Co. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

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 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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Casualty Management Co. Pension Plan, Total assets ($B): 0.177451807 · Participants: 202California Casualty Management Co. Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
California Casualty Management Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Casualty Management Co. Pension Plan side-by-side with 3 peers →

California Casualty Management Co. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cic-Toc Pension Plan in WA ($177M); by covered participants it is King Abdullah University of Science & Technology Retirement Plan in (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($177M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to California Casualty Management Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is King Abdullah University of Science & Technology Retirement Plan in (202 participants, $32M 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.