Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of California Teachers Assoc Employees Retirement Pension Plan

Data updated 2026-08-11

$366M
Total assets
502
Participants
97th
Percentile by assets
$729,723
Avg per participant
PlainRetire home → About this data

Official DOL plan name: California Teachers Association Employees Retirement Benefits Plan · Sponsored by Board of Trustees of California Teachers Assoc Employees Retirement · California · Educational Services

$366M in assets, 502 participants

Board of Trustees of California Teachers Assoc Employees Retirement's California Teachers Association Employees Retirement Benefits Plan reported $366M in total assets and 502 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #3,859 in Educational Services (4,024 peers)

Where California Teachers Association Employees Retirement Benefits Plan sits by assets

California Teachers Association Employees Retirement Benefits Plan sits in the top 5% of all filed plans by assets, $366M for 502 participants (~$729,723/participant), down 13.3% in 2022.

$366M
total plan assets (2022 EOY)
502
covered participants
97th
percentile by assets (of 139,126 plans)
$729,723
avg assets per participant

The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where California Teachers Association Employees Retirement Benefits Plan sits by total assets

California Teachers Association Employees Retirement Benefits Plan vs every filed plan by assets

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

$366,320,712 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Educational Services

California Teachers Association Employees Retirement Benefits Plan vs the 2022 asset distribution

By assets, California Teachers Association Employees Retirement Benefits Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$422M
Net Assets (End of Year)$366M
Net Income-$56M
Employer EIN680427229
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of California Teachers Assoc Employees Retirement)

$360M$380M$400M$420M$440M 202220232024 $366M $422M ▲ +15.2%
Total plan assets by year, all Board of Trustees of California Teachers Assoc Employees Retirement plans on file
Year Plans Participants Total Assets
2022 1 502 $366M
2023 1 508 $394M
2024 1 483 $422M

Nearby Defined Benefit (Pension) Plans in California

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

California Teachers Association Employees Retirement Benefits Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Teachers …, Total assets ($B): 0.366320712 · Participants: 502California Teachers …Kaiser Permanente Re…, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pens…Wells Fargo & Compan…, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Compan…
California Teachers Association Employees Retirement Benefits Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Teachers Association Employee… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to California Teachers Association Employees Retirement Benefits Plan by total assets, not by location.

Frequently Asked Questions

How did California Teachers Association Employees Retirement Benefits Plan assets move in 2022? ▼
California Teachers Association Employees Retirement Benefits Plan pulled back noticeably - down 13.3% during 2022, from $422M to $366M. Reported net income was -$56M.
How have Board of Trustees of California Teachers Assoc Employees Retirement plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of California Teachers Assoc Employees Retirement's sponsor-wide assets grew 15.2%, from $366M to $422M.
Where does California Teachers Association Employees Retirement Benefits Plan rank by assets among Form 5500 filers? ▼
California Teachers Association Employees Retirement Benefits Plan ranks in the 97th 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 Teachers Association Employees Retirement Benefits Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mcdermott (U.S.) Retirement Plan in TX ($366M, 59 participants).

Next read for California Teachers Association Employee…

Scale reading

Ways to act on California Teachers Association Employees Retirement Benefits Plan's numbers.

  • By total assets, California Teachers Association Employees Retirement Benefits Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
  • Board of Trustees of California Teachers Assoc Employees Retirement's sponsor-wide assets have grown 15.2% since 2022 across 3 plan years on file. More Educational Services plans

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 680427229.

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.