401(k) · DOL Form 5500 · 2023
California Bankers Association 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $441,182
- Avg per participant High balance/head
Official DOL plan name: California Bankers Association · Sponsored by California Bankers Association · California · Professional & Technical Services
$8M in assets, 17 participants
California Bankers Association's California Bankers Association reported $8M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,332 in Professional & Technical Services (20,321 peers)
2023 asset change
California Bankers Association grew sharply 21.8% in 2023 ($6M → $8M) for 17 participants.
- #10,332
- in Professional & Technical Services (20,321 peers)
- +21.8%
- assets growth YoY
California Bankers Association's mid-pack asset rank among Professional & Technical Services and all filers
California Bankers Association vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,500,094 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
California Bankers Association among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Bankers Association is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Bankers Association reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- California Bankers Association reported participants fell from 22 in the plan year 2022 filing to 17 in the plan year 2023 filing.
- California Bankers Association end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 940356160 · California Bankers Association PY 2023 · 401(k)
California Bankers Association · $8M · 17 · 52nd
- EBSA $8M
- PART 17
- TYPE 52nd
- NET 401(k)
- BOOK near Consociate Dansig 401(k) Plan
- VS-ST ind #10332
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 Professional & Technical Services retirement plans → · Plans in California →
California Bankers Association in the asset neighbourhood
California Bankers Association years around the 2023 move
Sponsor-wide plan assets over time
All California Bankers Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 0.848525182035041% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $6M |
| 2023 | 1 | 17 | $8M |
| 2024 | 1 | 16 | $6M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 940356160 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
California Bankers Association's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Consociate Dansig 401(k) Plan in IL ($8M); by covered participants it is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Consociate Dansig 401(k) Plan (IL) $8M · 145
- Met-Chem, Inc. 401(k) Savings Retirement Plan (OH) $8M · 161
- Xtant Medical 401(k) Plan (MT) $8M · 134
- Our House, Inc. 401(k) Retirement Plan (NJ) $8M · 204
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Cjp Encore, Inc. 401(k) Profit Sharing Plan (TX) 17 · 0 off
- Wicap 401 (K) Plan (ID) 17 · 0 off
- Manibus Dei, Inc. 401(k) Plan (WA) 17 · 0 off
- Fnnb Bank Employee Savings & Profit Sharing Plan (IA) 17 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.