401(k) · DOL Form 5500 · 2022

California Teachers Association 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
393
Participants Below avg headcount
94th
Percentile by assets National rank
$330,346
Avg per participant High balance/head
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Official DOL plan name: California Teachers Association 401(k) Plan · Sponsored by California Teachers Association · California · Educational Services

$130M in assets, 393 participants

California Teachers Association's California Teachers Association 401(k) Plan reported $130M in total assets and 393 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,600 in Educational Services (4,024 peers)

Where California Teachers Association 401(k) Plan sits by assets

California Teachers Association 401(k) Plan sits in the top 10% of all filed plans by assets, $130M for 393 participants (~$330,346/participant), down 20.3% in 2022.

#3,600
in Educational Services (4,024 peers)
-20.3%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Teachers Association 401(k) Plan's outsized position by total assets

California Teachers Association 401(k) Plan vs every filed plan by assets

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

$129,825,919 Top 6% higher than 94% 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 Teachers Association 401(k) 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 Teachers Association 401(k) Plan sits mid-pack in the medium band (393 participants).

EBSA filing schedule strip

Filing strip 940362310 · California Teachers Association PY 2022 · 401(k)

California Teachers Association 401(k) Plan · $130M · 393 · 94th

  • PART $130M
  • TYPE 393
  • NET 94th
  • BOOK 401(k)
  • VS-ST near Chemonics International, Inc. 401(k) Profit Sharing Plan
  • BOY ind #3600

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 Educational Services retirement plans → · Plans in California →

California Teachers Association 401(k) Plan in the asset neighbourhood

Harter Secrest & Emery Savings and Profit-Sharing PlanHarter Secrest & Emery Savin…$130MInsitu, Inc. 401(k) Plan$130MMavis Tire Supply LLC 401(k) PlanMavis Tire Supply LLC 401(k)…$130MCalifornia Teachers Association 401(k) PlanCalifornia Teachers Associat…$130MChemonics International, Inc. 401(k) Profit Sharing PlanChemonics International, Inc…$130M
End-of-year total assets ($M) among California Teachers Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$130M
Net Income-$33M
Employer EIN940362310
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Teachers Association)

Sponsor-wide plan assets over time

All California Teachers Association plans reported in each filing year

Latest sponsor-wide plan assets
$161M 23.745023518762846% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $161M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 393 $130M
2023 1 396 $148M
2024 1 398 $161M

Nearby 401(k) Plans in California

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

California Teachers Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Teachers Association 401(k) Plan, Total assets ($B): 0.129825919 · Participants: 393California Teachers Association 401(k) 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 Teachers Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Teachers Association 401(k) Plan side-by-side with 3 peers →

California Teachers Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chemonics International, Inc. 401(k) Profit Sharing Plan in DC ($130M); by covered participants it is Miracle Software Systems, Inc. 401(k) Plan in MI (393 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (393 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 Teachers Association 401(k) Plan assets move in 2022? ▼
California Teachers Association 401(k) Plan declined sharply - down 20.3% during 2022, from $163M to $130M. Reported net income was -$33M.
How have California Teachers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Teachers Association's sponsor-wide assets grew 23.7%, from $130M to $161M.
Where does California Teachers Association 401(k) Plan rank by assets among Form 5500 filers? ▼
California Teachers Association 401(k) Plan ranks in the 94th 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 401(k) plans are similar in size to California Teachers Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chemonics International, Inc. 401(k) Profit Sharing Plan in DC ($130M, 1,294 participants).
Which 401(k) plans cover a similar participant headcount to California Teachers Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miracle Software Systems, Inc. 401(k) Plan in MI (393 participants, $5M 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 940362310.

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.