Defined Benefit (Pension) · DOL Form 5500 · 2022

California School Employees Association Pension Plan

Data updated 2026-08-25

$233M
Total assets Near avg plan size
239
Participants Below avg headcount
96th
Percentile by assets National rank
$976,891
Avg per participant High balance/head
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Official DOL plan name: California School Employees Association Retirement Plan · Sponsored by California School Employees Association · California · Educational Services

$233M in assets, 239 participants

California School Employees Association's California School Employees Association Retirement Plan reported $233M in total assets and 239 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,773 in Educational Services (4,024 peers)

Coverage in California

California School Employees Association Retirement Plan covers 239 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $233M.

#3,773
in Educational Services (4,024 peers)
-3.2%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California School Employees Association Retirement Plan's outsized position by total assets

California School Employees Association Retirement Plan vs every filed plan by assets

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

$233,476,996 Top 4% higher than 96% 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 School Employees Association 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 School Employees Association Retirement Plan sits mid-pack in the medium band (239 participants).

DOL schedule card

Filing strip 941301733 · California School Employees Association PY 2022 · Defined Benefit (Pension)

California School Employees Association Retirement Plan · $233M · 239 · 96th

  • EIN $233M
  • RANK 239
  • PHOTO 96th
  • IND Defined Benefit (Pension)
  • EOY near Jbt Corporation Employees' Retirement Program
  • 5500 ind #3773

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 School Employees Association Retirement Plan in the asset neighbourhood

St. Louis Teamster Brewery Workers Pension PlanSt. Louis Teamster Brewery W…$234MSchlumberger Pension Plan for U.S. Taxpayers Employed AbroadSchlumberger Pension Plan fo…$234MCalifornia School Employees Association Retirement PlanCalifornia School Employees …$233MJbt Corporation Employees' Retirement ProgramJbt Corporation Employees' R…$233MValley National Bank Pension PlanValley National Bank Pension…$233M
End-of-year total assets ($M) among California School Employees Association Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$241M
Net Assets (End of Year)$233M
Net Income-$8M
Employer EIN941301733
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California School Employees Association)

Sponsor-wide plan assets over time

All California School Employees Association plans reported in each filing year

Latest sponsor-wide plan assets
$316M 18.926029305849983% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $265M $316M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 487 $265M
2023 2 503 $297M
2024 2 541 $316M

Nearby Defined Benefit (Pension) Plans in California

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

California School Employees Association Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California School Employees Association Retirement Plan, Total assets ($B): 0.233476996 · Participants: 239California School Employees Association 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
California School Employees Association Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California School Employees Association Retirement Plan side-by-side with 3 peers →

California School Employees Association Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Jbt Corporation Employees' Retirement Program in IL ($233M); by covered participants it is Nippon Dynawave Packaging Company Pension Plan for Hourly Employees in WA (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 School Employees Association Retirement Plan assets move in 2022? ▼
California School Employees Association Retirement Plan edged down modestly - down 3.2% during 2022, from $241M to $233M. Reported net income was -$8M.
How have California School Employees Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California School Employees Association's sponsor-wide assets grew 18.9%, from $265M to $316M.
Where does California School Employees Association Retirement Plan rank by assets among Form 5500 filers? ▼
California School Employees Association Retirement Plan ranks in the 96th 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 School Employees Association Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jbt Corporation Employees' Retirement Program in IL ($233M, 655 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to California School Employees Association Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nippon Dynawave Packaging Company Pension Plan for Hourly Employees in WA (239 participants, $9M 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 941301733.

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.