401(k) · DOL Form 5500 · 2023

California School Employees Association 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
257
Participants Below avg headcount
82nd
Percentile by assets National rank
$143,804
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: California School Employees Association 401(k) Plan · Sponsored by California School Employees Association · California · Other Services

$37M in assets, 257 participants

California School Employees Association's California School Employees Association 401(k) Plan reported $37M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,190 in Other Services (7,857 peers)

Coverage in California

California School Employees Association 401(k) Plan covers 257 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $37M.

#7,190
in Other Services (7,857 peers)
+15.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

California School Employees Association 401(k) Plan's outsized position by total assets

California School Employees Association 401(k) Plan vs every filed plan by assets

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

$36,957,645 Top 18% higher than 82% 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

California School Employees Association 401(k) Plan 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. California School Employees Association 401(k) Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California School Employees Association 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • California School Employees Association 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • California School Employees Association 401(k) Plan reported participants rose from 248 in the plan year 2022 filing to 257 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941301733 · California School Employees Association PY 2023 · 401(k)

California School Employees Association 401(k) Plan · $37M · 257 · 82nd

  • IND $37M
  • EOY 257
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Flexfab Horizons International Retirement Savings Plan
  • EIN ind #7190

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 Other Services retirement plans → · Plans in California →

California School Employees Association 401(k) Plan in the asset neighbourhood

California School Employees Association 401(k) PlanCalifornia School Employees …$37MFlexfab Horizons International Retirement Savings PlanFlexfab Horizons Internation…$37MNorton Lilly International Retirement PlanNorton Lilly International R…$37MIcertis 401(k) Plan$37MAmyx, Inc. 401(k) Plan$37M
End-of-year total assets ($M) among California School Employees Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN941301733
Plan Effective Date1993-04-01
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 401(k) Plans in California

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

California School Employees Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California School Employees Association 401(k) Plan, Total assets ($B): 0.036957645 · Participants: 257California School Employees Association 401(k) PlanWells 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
California School Employees Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California School Employees Association 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Flexfab Horizons International Retirement Savings Plan in MI ($37M); by covered participants it is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (257 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 California School Employees Association 401(k) Plan assets move in 2023? ▼
California School Employees Association 401(k) Plan grew sharply - up 15.7% during 2023, from $32M to $37M. Reported net income was $5M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
California School Employees Association 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to California School Employees Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flexfab Horizons International Retirement Savings Plan in MI ($37M, 226 participants).
Which 401(k) plans cover a similar participant headcount to California School Employees Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants, $48M 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 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.