Defined Benefit (Pension) · DOL Form 5500 · 2022

Csaa Insurance Services, Inc. Pension Plan

Data updated 2026-08-25

$733M
Total assets Above avg plan size
2,578
Participants Above avg headcount
98th
Percentile by assets National rank
$284,474
Avg per participant High balance/head
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Official DOL plan name: Csaa Insurance Group Cash Balance Retirement Plan · Sponsored by Csaa Insurance Services, Inc. · California · Finance & Insurance

$733M in assets, 2,578 participants

Csaa Insurance Services, Inc.'s Csaa Insurance Group Cash Balance Retirement Plan reported $733M in total assets and 2,578 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #9,003 in Finance & Insurance (9,261 peers)

Coverage in California

Csaa Insurance Group Cash Balance Retirement Plan covers 2,578 participants in California, 4.1x the typical California plan (state average ~630 per filing). Assets: $733M.

#9,003
in Finance & Insurance (9,261 peers)
-28.6%
assets change YoY
7.4×
vs typical plan assets (national mean)

The plan reported a net loss of $282M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Csaa Insurance Group Cash Balance Retirement Plan's outsized position by total assets

Csaa Insurance Group Cash Balance Retirement Plan vs every filed plan by assets

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

$733,374,165 Top 2% higher than 98% 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

Csaa Insurance Group 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. Csaa Insurance Group Cash Balance Retirement Plan lands in the large band (2,578 participants).

DOL schedule card

Filing strip 464417209 · Csaa Insurance Services, Inc. PY 2022 · Defined Benefit (Pension)

Csaa Insurance Group Cash Balance Retirement Plan · $733M · 2,578 · 98th

  • BOY $733M
  • BOY 2,578
  • BOY 98th
  • BOY Defined Benefit (Pension)
  • BOY near Teco Energy Group Retirement Plan
  • BOY ind #9003

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 →

Csaa Insurance Group Cash Balance Retirement Plan in the asset neighbourhood

Transcanada USA Services Inc. Retirement PlanTranscanada USA Services Inc…$741MBwxt Retirement Plan$739MCsaa Insurance Group Cash Balance Retirement PlanCsaa Insurance Group Cash Ba…$733MTeco Energy Group Retirement PlanTeco Energy Group Retirement…$732MCitgo Petroleum Corporation Salaried Employees' Pension PlanCitgo Petroleum Corporation …$729M
End-of-year total assets ($M) among Csaa Insurance Group Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$703M
Net Income-$282M
Employer EIN464417209
Plan Effective Date1944-12-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Csaa Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Csaa Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 22.763905433606954% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.38B $1.69B ▲ +22.5%
Year Plans Participants Total Assets
2022 2 5,566 $1.4B
2023 2 5,596 $1.5B
2024 2 5,571 $1.7B

Nearby Defined Benefit (Pension) Plans in California

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

Csaa Insurance Group 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 ($B) Participants Csaa Insurance Group Cash Balance Retirement Plan, Total assets ($B): 0.733374165 · Participants: 2578Csaa Insurance Group 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
Csaa Insurance Group Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Csaa Insurance Group Cash Balance Retirement Plan side-by-side with 3 peers →

Csaa Insurance Group 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 Teco Energy Group Retirement Plan in FL ($732M); by covered participants it is Spectrum Health Pension Plan in MI (2,578 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($733M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,578 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 Csaa Insurance Group Cash Balance Retirement Plan assets move in 2022? ▼
Csaa Insurance Group Cash Balance Retirement Plan declined sharply - down 28.6% during 2022, from $1.0B to $733M. Reported net income was -$282M.
How have Csaa Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csaa Insurance Services, Inc.'s sponsor-wide assets grew 22.8%, from $1.4B to $1.7B.
Where does Csaa Insurance Group Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
Csaa Insurance Group Cash Balance Retirement Plan ranks in the 98th 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 Csaa Insurance Group Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teco Energy Group Retirement Plan in FL ($732M, 3,456 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Csaa Insurance Group Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Spectrum Health Pension Plan in MI (2,578 participants, $238M 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 464417209.

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.