Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of California Teachers Assoc Employees Retirement Pension Plan
Data updated 2026-08-25
- $366M
- Total assets Above avg plan size
- 502
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $729,723
- Avg per participant High balance/head
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.
- #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.
- #3,859
- in Educational Services (4,024 peers)
- -13.3%
- assets change YoY
- 3.7×
- vs typical plan assets (national mean)
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.
California Teachers Association Employees Retirement Benefits Plan's outsized position 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
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 Employees Retirement Benefits 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 Employees Retirement Benefits Plan sits mid-pack in the medium band (502 participants).
Form 5500 schedule snapshot
Filing strip 680427229 · Board of Trustees of California Teachers Assoc Employees Retirement PY 2022 · Defined Benefit (Pension)
California Teachers Association Employees Retirement Benefits Plan · $366M · 502 · 97th
- VS-ST $366M
- BOY 502
- SCH 97th
- EBSA Defined Benefit (Pension)
- PART near Mcdermott (U.S.) Retirement Plan
- TYPE ind #3859
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 Employees Retirement Benefits Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $422M |
|---|---|
| Net Assets (End of Year) | $366M |
| Net Income | -$56M |
| Employer EIN | 680427229 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of California Teachers Assoc Employees Retirement)
Sponsor-wide plan assets over time
All Board of Trustees of California Teachers Assoc Employees Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $422M 15.201114808927322% vs 2022
- 2024 filing year
| 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.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
California Teachers Association Employees Retirement Benefits Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Mcdermott (U.S.) Retirement Plan in TX ($366M); by covered participants it is Arkema Inc. Retirement Benefits Plan in PA (502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($366M here).
- Mcdermott (U.S.) Retirement Plan (TX) $366M · 59
- Flowserve Corporation Pension Plan (TX) $367M · 4,240
- Ironworkers Local 11 Pension Fund (NJ) $365M · 1,139
- Mgic Pension Plan (WI) $367M · 745
Similar participant headcount
Nearest other-state filings by covered participants (502 participants); asset peers above are excluded.
- Arkema Inc. Retirement Benefits Plan (PA) 502 · 0 off
- Borgwarner Inc. Retirement Plan (MI) 502 · 0 off
- Henkel of America Retirement Plan (CT) 501 · 1 off
- Chicago Title & Trust Company Pension Plan (FL) 501 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.