401(k) · DOL Form 5500 · 2022

Board of Trustees of California Machinists 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
1,366
Participants Near avg headcount
94th
Percentile by assets National rank
$85,160
Avg per participant Below avg balance/head
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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.

  • #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.

#3,582
in Transportation & Warehousing (3,876 peers)
+17.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

California Machinists 401(k) Plan's outsized position 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

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 Machinists 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Machinists 401(k) Plan lands in the large band (1,366 participants).

Form 5500 schedule snapshot

Filing strip 943250849 · Board of Trustees of California Machinists 401(k) Plan PY 2022 · 401(k)

California Machinists 401(k) Plan · $116M · 1,366 · 94th

  • SCH $116M
  • SCH 1,366
  • SCH 94th
  • SCH 401(k)
  • SCH near Kodiak Bp 401(k) Plan
  • SCH ind #3582

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 Transportation & Warehousing retirement plans → · Plans in California →

California Machinists 401(k) Plan in the asset neighbourhood

Rincon Research Corporation 401(k) PlanRincon Research Corporation …$116MCalifornia Machinists 401(k) PlanCalifornia Machinists 401(k)…$116MKodiak Bp 401(k) Plan$116MWolverine Employee Savings & Retirement PlanWolverine Employee Savings &…$116MColonial Group, Inc. Retirement Savings PlanColonial Group, Inc. Retirem…$116M
End-of-year total assets ($M) among California Machinists 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$116M
Net Income$17M
Employer EIN943250849
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of California Machinists 401(k) Plan)

Sponsor-wide plan assets over time

All Board of Trustees of California Machinists 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$166M 42.32588844054403% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $116M $166M ▲ +42.3%
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.

California Machinists 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Machinists 401(k) Plan, Total assets ($B): 0.116328606 · Participants: 1366California Machinists 401(k) 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 Machinists 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Machinists 401(k) Plan side-by-side with 3 peers →

California Machinists 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kodiak Bp 401(k) Plan in CO ($116M); by covered participants it is Pet Supermarket 401(k) Plan in FL (1,366 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,366 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 Machinists 401(k) Plan assets move in 2022? ▼
California Machinists 401(k) Plan grew sharply - up 17.1% during 2022, from $99M to $116M. Reported net income was $17M.
How have Board of Trustees of California Machinists 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of California Machinists 401(k) Plan's sponsor-wide assets grew 42.3%, from $116M to $166M.
Where does California Machinists 401(k) Plan rank by assets among Form 5500 filers? ▼
California Machinists 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to California Machinists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kodiak Bp 401(k) Plan in CO ($116M, 5,168 participants).
Which 401(k) plans cover a similar participant headcount to California Machinists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pet Supermarket 401(k) Plan in FL (1,366 participants, $19M 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 943250849.

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.