401(k) · DOL Form 5500 · 2022

California Institute of Integral Studies 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
243
Participants Below avg headcount
73rd
Percentile by assets National rank
$62,608
Avg per participant Low balance/head
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Official DOL plan name: California Institute of Integral Studies Retirement Plan · Sponsored by California Institute of Integral Studies · California · Educational Services

$15M in assets, 243 participants

California Institute of Integral Studies's California Institute of Integral Studies Retirement Plan reported $15M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,229 in Educational Services (4,024 peers)

Coverage in California

California Institute of Integral Studies Retirement Plan covers 243 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $15M.

#2,229
in Educational Services (4,024 peers)
-20.2%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Institute of Integral Studies Retirement Plan's outsized position by total assets

California Institute of Integral Studies Retirement Plan vs every filed plan by assets

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

$15,213,775 Top 27% higher than 73% 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 Institute of Integral Studies Retirement 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 Institute of Integral Studies Retirement Plan sits mid-pack in the medium band (243 participants).

DOL schedule card

Filing strip 942254303 · California Institute of Integral Studies PY 2022 · 401(k)

California Institute of Integral Studies Retirement Plan · $15M · 243 · 73rd

  • VS-ST $15M
  • BOY 243
  • SCH 73rd
  • EBSA 401(k)
  • PART near Evergreen North America Industrial Services 401(k) Plan
  • TYPE ind #2229

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 Institute of Integral Studies Retirement Plan in the asset neighbourhood

California Institute of Integral Studies Retirement PlanCalifornia Institute of Inte…$15MEvergreen North America Industrial Services 401(k) PlanEvergreen North America Indu…$15MLake Shore Savings Bank 401(k) Savings PlanLake Shore Savings Bank 401(…$15MForward Bank 401(k) Plan$15MMintz Group LLC 401(k) Savings PlanMintz Group LLC 401(k) Savin…$15M
End-of-year total assets ($M) among California Institute of Integral Studies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN942254303
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Institute of Integral Studies)

Sponsor-wide plan assets over time

All California Institute of Integral Studies plans reported in each filing year

Latest sponsor-wide plan assets
$17M 9.560480551342451% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M$17M 202220232024 $15.2M $16.7M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 243 $15M
2023 1 328 $16M
2024 1 291 $17M

Nearby 401(k) Plans in California

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

California Institute of Integral Studies Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Institute of Integral Studies Retirement Plan, Total assets ($B): 0.015213775 · Participants: 243California Institute of Integral Studies Retirement 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 Institute of Integral Studies Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Institute of Integral Studies Retirement Plan side-by-side with 3 peers →

California Institute of Integral Studies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Evergreen North America Industrial Services 401(k) Plan in TX ($15M); by covered participants it is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Institute of Integral Studies Retirement Plan assets move in 2022? ▼
California Institute of Integral Studies Retirement Plan declined sharply - down 20.2% during 2022, from $19M to $15M. Reported net income was -$4M.
How have California Institute of Integral Studies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Institute of Integral Studies's sponsor-wide assets grew 9.6%, from $15M to $17M.
Which 401(k) plans are similar in size to California Institute of Integral Studies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evergreen North America Industrial Services 401(k) Plan in TX ($15M, 928 participants).
Which 401(k) plans cover a similar participant headcount to California Institute of Integral Studies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants, N/A 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 942254303.

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.