401(k) · DOL Form 5500 · 2022
Board of Trustees of California Machinists 401(k) Plan 401(k) Plan
Data updated 2026-08-11
- $116M
- Total assets
- 1,366
- Participants
- 94th
- Percentile by assets
- $85,160
- Avg per participant
Official DOL plan name: California Machinists 401(k) Plan · Sponsored by Board of Trustees of California Machinists 401(k) Plan · California · Transportation & Warehousing
$116M in assets, 1,366 participants
Board of Trustees of California Machinists 401(k) Plan's California Machinists 401(k) Plan reported $116M in total assets and 1,366 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #3,582 in Transportation & Warehousing (3,876 peers)
Coverage in California
California Machinists 401(k) Plan covers 1,366 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $116M.
- $116M
- total plan assets (2022 EOY)
- 1,366
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $85,160
- avg assets per participant
Where California Machinists 401(k) Plan sits by total assets
California Machinists 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$116,328,606 Top 6% higher than 94% 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. California Machinists 401(k) Plan reports 1,366 participants - 2.2x that state average ($116M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $17M |
| Employer EIN | 943250849 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of California Machinists 401(k) Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,366 | $116M |
| 2023 | 1 | 1,340 | $148M |
| 2024 | 1 | 1,848 | $166M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to California Machinists 401(k) Plan by total assets, not by location.
- Kodiak Bp 401(k) Plan (CO) $116M · 5,168
- Wolverine Employee Savings & Retirement Plan (IL) $116M · 354
- Colonial Group, Inc. Retirement Savings Plan (GA) $116M · 1,885
- Rincon Research Corporation 401(k) Plan (AZ) $116M · 320
Frequently Asked Questions
How did California Machinists 401(k) Plan assets move in 2022? ▼
How have Board of Trustees of California Machinists 401(k) Plan plan assets changed over time? ▼
Where does California Machinists 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to California Machinists 401(k) Plan? ▼
Next read for California Machinists 401(k) Plan
Filing takeaways
Ways to act on California Machinists 401(k) Plan's numbers.
- By total assets, California Machinists 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Board of Trustees of California Machinists 401(k) Plan's sponsor-wide assets have grown 42.3% since 2022 across 3 plan years on file. More Transportation & Warehousing plans