Defined Benefit (Pension) · DOL Form 5500 · 2022

Delta Dental of California Pension Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
1,079
Participants Near avg headcount
92nd
Percentile by assets National rank
$78,242
Avg per participant Below avg balance/head
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Official DOL plan name: Delta Dental of California Cash Balance Retirement Plan · Sponsored by Delta Dental of California · California · Finance & Insurance

$84M in assets, 1,079 participants

Delta Dental of California's Delta Dental of California Cash Balance Retirement Plan reported $84M in total assets and 1,079 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,041 in Finance & Insurance (9,261 peers)

Where Delta Dental of California Cash Balance Retirement Plan sits by assets

Delta Dental of California Cash Balance Retirement Plan sits in the top 10% of all filed plans by assets, $84M for 1,079 participants (~$78,242/participant), down 18.6% in 2022.

#8,041
in Finance & Insurance (9,261 peers)
-18.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Delta Dental of California Cash Balance Retirement Plan's outsized position by total assets

Delta Dental of California Cash Balance Retirement Plan vs every filed plan by assets

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

$84,423,379 Top 8% higher than 92% 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

Delta Dental of California Cash Balance Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Delta Dental of California Cash Balance Retirement Plan lands in the large band (1,079 participants).

DOL schedule card

Filing strip 941461312 · Delta Dental of California PY 2022 · Defined Benefit (Pension)

Delta Dental of California Cash Balance Retirement Plan · $84M · 1,079 · 92nd

  • VS-ST $84M
  • VS-ST 1,079
  • VS-ST 92nd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Employees Retirement Plan of Suriname Aluminium Co for Employees in Suriname Plan I
  • VS-ST ind #8041

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 →

Delta Dental of California Cash Balance Retirement Plan in the asset neighbourhood

The Holyoke Hospital Pension PlanThe Holyoke Hospital Pension…$85MConcord General Mutual Insurance Company Employees Pension PlanConcord General Mutual Insur…$85MEmployees Retirement Plan of Suriname Aluminium Co for Employees in Suriname Plan IEmployees Retirement Plan of…$84MDelta Dental of California Cash Balance Retirement PlanDelta Dental of California C…$84MEaglepicher Closed Defined Benefit PlanEaglepicher Closed Defined B…$84M
End-of-year total assets ($M) among Delta Dental of California Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$84M
Net Income-$19M
Employer EIN941461312
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delta Dental of California)

Sponsor-wide plan assets over time

All Delta Dental of California plans reported in each filing year

Latest sponsor-wide plan assets
$797M 37.07993338617393% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $581M $797M ▲ +37.1%
Year Plans Participants Total Assets
2022 2 4,344 $581M
2023 2 4,471 $710M
2024 2 4,471 $797M

Nearby Defined Benefit (Pension) Plans in California

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

Delta Dental of California Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Delta Dental of California Cash Balance Retirement Plan, Total assets ($B): 0.084423379 · Participants: 1079Delta Dental of California Cash Balance Retirement 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
Delta Dental of California Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Delta Dental of California Cash Balance Retirement Plan side-by-side with 3 peers →

Delta Dental of California Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Employees Retirement Plan of Suriname Aluminium Co for Employees in Suriname Plan I in PA ($84M); by covered participants it is The Neiman Marcus Group LLC Retirement Plan in TX (1,078 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,079 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 Delta Dental of California Cash Balance Retirement Plan assets move in 2022? ▼
Delta Dental of California Cash Balance Retirement Plan declined sharply - down 18.6% during 2022, from $104M to $84M. Reported net income was -$19M.
How have Delta Dental of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delta Dental of California's sponsor-wide assets grew 37.1%, from $581M to $797M.
Where does Delta Dental of California Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
Delta Dental of California Cash Balance Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Delta Dental of California Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees Retirement Plan of Suriname Aluminium Co for Employees in Suriname Plan I in PA ($84M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Delta Dental of California Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Neiman Marcus Group LLC Retirement Plan in TX (1,078 participants, $311M 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 941461312.

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.