401(k) · DOL Form 5500 · 2023

California Retirement Plans, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
45th
Percentile by assets National rank
$866,646
Avg per participant High balance/head
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Official DOL plan name: California Retirement Plans 401(k) Plan · Sponsored by California Retirement Plans, Inc. · California · Professional & Technical Services

$5M in assets, 6 participants

California Retirement Plans, Inc.'s California Retirement Plans 401(k) Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,740 in Professional & Technical Services (20,321 peers)

California Retirement Plans, Inc. multi-year trail

California Retirement Plans, Inc.'s plans moved -14.4% in assets from 2022 to 2024; this filing shows California Retirement Plans 401(k) Plan at $5M / 6 participants.

#8,740
in Professional & Technical Services (20,321 peers)
+29.2%
assets growth YoY

California Retirement Plans 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

California Retirement Plans 401(k) Plan vs every filed plan by assets

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

$5,199,875 45th percentile higher than 45% 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 Retirement Plans 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Retirement Plans 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Retirement Plans 401(k) Plan reported net income rose from -$293K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • California Retirement Plans 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • California Retirement Plans 401(k) Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680414789 · California Retirement Plans, Inc. PY 2023 · 401(k)

California Retirement Plans 401(k) Plan · $5M · 6 · 45th

  • ASSETS $5M
  • PCT 6
  • EIN 45th
  • RANK 401(k)
  • PHOTO near T Hall Enterprises Retirement Plan
  • IND ind #8740

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 Retirement Plans 401(k) Plan in the asset neighbourhood

California Retirement Plans 401(k) PlanCalifornia Retirement Plans …$5MT Hall Enterprises Retirement PlanT Hall Enterprises Retiremen…$5MTeg Federal Credit Union Capital Accumulation PlanTeg Federal Credit Union Cap…$5MW3 Luxury Living 401(k) Plan$5MFamily Foot & Ankle Associates of Maryland P.a. 401(k) PlanFamily Foot & Ankle Associat…$5M
End-of-year total assets ($M) among California Retirement Plans 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California Retirement Plans, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All California Retirement Plans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.431427068514285% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $6.95M $5.95M ▼ -14.4%
Year Plans Participants Total Assets
2022 2 14 $7M
2023 1 6 $5M
2024 1 6 $6M

California Retirement Plans, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN680414789
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

California Retirement Plans 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Retirement Plans 401(k) Plan, Total assets ($B): 0.005199875 · Participants: 6California Retirement Plans 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 Retirement Plans 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Retirement Plans 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is T Hall Enterprises Retirement Plan in NE ($5M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Retirement Plans 401(k) Plan assets move in 2023? ▼
California Retirement Plans 401(k) Plan grew sharply - up 29.2% during 2023, from $4M to $5M. Reported net income was $1M.
How have California Retirement Plans, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Retirement Plans, Inc.'s sponsor-wide assets declined 14.4%, from $7M to $6M.
Which 401(k) plans are similar in size to California Retirement Plans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is T Hall Enterprises Retirement Plan in NE ($5M, 25 participants).
Which 401(k) plans cover a similar participant headcount to California Retirement Plans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M 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 680414789.

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.