Defined Benefit (Pension) · DOL Form 5500 · 2022

The California Endowment Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
136
Participants Small participant base
78th
Percentile by assets National rank
$154,058
Avg per participant Above avg balance/head
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Official DOL plan name: The California Endowment Cash Balance Plan · Sponsored by The California Endowment · California · Other Services

$21M in assets, 136 participants

The California Endowment's The California Endowment Cash Balance Plan reported $21M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,423 in Other Services (8,398 peers)

Coverage in California

The California Endowment Cash Balance Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $21M.

#7,423
in Other Services (8,398 peers)
-25.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The California Endowment Cash Balance Plan's outsized position by total assets

The California Endowment Cash Balance Plan vs every filed plan by assets

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

$20,951,851 Top 22% higher than 78% 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

The California Endowment Cash Balance 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. The California Endowment Cash Balance Plan sits mid-pack in the medium band (136 participants).

Plan-year Form 5500 strip

Filing strip 954523232 · The California Endowment PY 2022 · Defined Benefit (Pension)

The California Endowment Cash Balance Plan · $21M · 136 · 78th

  • IND $21M
  • EOY 136
  • 5500 78th
  • ASSETS Defined Benefit (Pension)
  • PCT near Wynne Building Corporation Employees' Pension Trust
  • EIN ind #7423

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 Other Services retirement plans → · Plans in California →

The California Endowment Cash Balance Plan in the asset neighbourhood

Chs/Community Health Systems, Inc.Retirement Income PlanChs/Community Health Systems…$21MThe California Endowment Cash Balance PlanThe California Endowment Cas…$21MWynne Building Corporation Employees' Pension TrustWynne Building Corporation E…$21MRetirement Plan for Hourly Employees of Mersen USARetirement Plan for Hourly E…$21MManagement Employees' Retirement Plan of Besser CompanyManagement Employees' Retire…$21M
End-of-year total assets ($M) among The California Endowment Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$21M
Net Income-$7M
Employer EIN954523232
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The California Endowment)

Sponsor-wide plan assets over time

All The California Endowment plans reported in each filing year

Latest sponsor-wide plan assets
$85M 29.88887275630365% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 280 $66M
2023 2 268 $78M
2024 2 256 $85M

Nearby Defined Benefit (Pension) Plans in California

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

The California Endowment Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The California Endowment Cash Balance Plan, Total assets ($B): 0.020951851 · Participants: 136The California Endowment Cash Balance 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
The California Endowment Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare The California Endowment Cash Balance Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Wynne Building Corporation Employees' Pension Trust in FL ($21M); by covered participants it is Anesthesia Associates of Boise, P.a. Cash Balance Plan in ID (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 The California Endowment Cash Balance Plan assets move in 2022? ▼
The California Endowment Cash Balance Plan declined sharply - down 25.5% during 2022, from $28M to $21M. Reported net income was -$7M.
How have The California Endowment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The California Endowment's sponsor-wide assets grew 29.9%, from $66M to $85M.
Where does The California Endowment Cash Balance Plan rank by assets among Form 5500 filers? ▼
The California Endowment Cash Balance Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The California Endowment Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wynne Building Corporation Employees' Pension Trust in FL ($21M, 64 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The California Endowment Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Anesthesia Associates of Boise, P.a. Cash Balance Plan in ID (136 participants, $10M 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 954523232.

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.