401(k) · DOL Form 5500 · 2023

Payden & Rygel 401(k) Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
199
Participants Below avg headcount
92nd
Percentile by assets National rank
$553,005
Avg per participant High balance/head
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Official DOL plan name: Capital Accumulation P/S Plan for Employees of Payden & Rygel · Sponsored by Payden & Rygel · California · Finance & Insurance

$110M in assets, 199 participants

Payden & Rygel's Capital Accumulation P/S Plan for Employees of Payden & Rygel reported $110M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,770 in Finance & Insurance (8,869 peers)

Coverage in California

Capital Accumulation P/S Plan for Employees of Payden & Rygel covers 199 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $110M.

#7,770
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Capital Accumulation P/S Plan for Employees of Payden & Rygel's outsized position by total assets

Capital Accumulation P/S Plan for Employees of Payden & Rygel vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$110,048,079 Top 8% higher than 92% of 127,068 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 2023

Capital Accumulation P/S Plan for Employees of Payden & Rygel among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Accumulation P/S Plan for Employees of Payden & Rygel sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Accumulation P/S Plan for Employees of Payden & Rygel reported net income rose from -$13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Capital Accumulation P/S Plan for Employees of Payden & Rygel end-of-year assets rose from $93M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • Capital Accumulation P/S Plan for Employees of Payden & Rygel reported participants rose from 187 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953921788 · Payden & Rygel PY 2023 · 401(k)

Capital Accumulation P/S Plan for Employees of Payden & Rygel · $110M · 199 · 92nd

  • TYPE $110M
  • TYPE 199
  • TYPE 92nd
  • TYPE 401(k)
  • TYPE near Retirement Access Plan
  • TYPE ind #7770

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 →

Capital Accumulation P/S Plan for Employees of Payden & Rygel in the asset neighbourhood

Sherman & Howard Retirement Plan (2)Sherman & Howard Retirement …$110MCapital Accumulation P/S Plan for Employees of Payden & RygelCapital Accumulation P/S Pla…$110MRetirement Access Plan$110MB & H Foto 401(k) Retirement PlanB & H Foto 401(k) Retirement…$110MMedical Center Clinic 401(k) Retirement PlanMedical Center Clinic 401(k)…$110M
End-of-year total assets ($M) among Capital Accumulation P/S Plan for Employees of Payden & Rygel and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$110M
Net Income$17M
Employer EIN953921788
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Payden & Rygel)

Sponsor-wide plan assets over time

All Payden & Rygel plans reported in each filing year

Latest sponsor-wide plan assets
$124M 33.48691302310133% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $93.1M $124M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 187 $93M
2023 1 199 $110M
2024 1 204 $124M

Nearby 401(k) Plans in California

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

Capital Accumulation P/S Plan for Employees of Payden & Rygel vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Capital Accumulation P/S Plan for Employees of Payden & Rygel, Total assets ($B): 0.110048079 · Participants: 199Capital Accumulation P/S Plan for Employees of Payden & RygelWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Capital Accumulation P/S Plan for Employees of Payden & Rygel vs. nearby 401(k) plans in California, assets vs. participants
Compare Capital Accumulation P/S Plan for Employees of Payden & Rygel side-by-side with 3 peers →

Capital Accumulation P/S Plan for Employees of Payden & Rygel's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Access Plan in AR ($110M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($110M here).

Similar participant headcount

Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Capital Accumulation P/S Plan for Employees of Payden & Rygel assets move in 2023? ▼
Capital Accumulation P/S Plan for Employees of Payden & Rygel grew sharply - up 18.2% during 2023, from $93M to $110M. Reported net income was $17M.
How have Payden & Rygel plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Payden & Rygel's sponsor-wide assets grew 33.5%, from $93M to $124M.
Where does Capital Accumulation P/S Plan for Employees of Payden & Rygel rank by assets among Form 5500 filers? ▼
Capital Accumulation P/S Plan for Employees of Payden & Rygel ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Capital Accumulation P/S Plan for Employees of Payden & Rygel? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Access Plan in AR ($110M, 837 participants).
Which 401(k) plans cover a similar participant headcount to Capital Accumulation P/S Plan for Employees of Payden & Rygel? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953921788.

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.