401(k) · DOL Form 5500 · 2023
California Fair Plan Association 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $106,305
- Avg per participant Below avg balance/head
Official DOL plan name: Insurance Company Supported Organizations 401(k) Savings Plan · Sponsored by California Fair Plan Association · California · Finance & Insurance
$19M in assets, 183 participants
California Fair Plan Association's Insurance Company Supported Organizations 401(k) Savings Plan reported $19M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,190 in Finance & Insurance (8,869 peers)
Coverage in California
Insurance Company Supported Organizations 401(k) Savings Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $19M.
- #5,190
- in Finance & Insurance (8,869 peers)
- +26.6%
- assets growth YoY
Insurance Company Supported Organizations 401(k) Savings Plan's outsized position by total assets
Insurance Company Supported Organizations 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,453,832 Top 28% higher than 72% 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
Insurance Company Supported Organizations 401(k) Savings 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. Insurance Company Supported Organizations 401(k) Savings Plan sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insurance Company Supported Organizations 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Insurance Company Supported Organizations 401(k) Savings Plan reported participants rose from 135 in the plan year 2022 filing to 183 in the plan year 2023 filing.
- Insurance Company Supported Organizations 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 952553538 · California Fair Plan Association PY 2023 · 401(k)
Insurance Company Supported Organizations 401(k) Savings Plan · $19M · 183 · 72nd
- ASSETS $19M
- ASSETS 183
- ASSETS 72nd
- ASSETS 401(k)
- ASSETS near Smith Douglas Homes 401(k) Plan
- ASSETS ind #5190
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 Finance & Insurance retirement plans → · Plans in California →
Insurance Company Supported Organizations 401(k) Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 952553538 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Fair Plan Association)
Sponsor-wide plan assets over time
All California Fair Plan Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 42.210983250614085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $15M |
| 2023 | 1 | 183 | $19M |
| 2024 | 1 | 199 | $22M |
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
Insurance Company Supported Organizations 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Smith Douglas Homes 401(k) Plan in GA ($19M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Smith Douglas Homes 401(k) Plan (GA) $19M · 332
- Tis Insurance Services, Inc. 401(k) Profit Sharing (TN) $19M · 85
- Agape Plastics 401(k) Plan (MI) $19M · 180
- Las Vegas Urology, LLP 401(k) Profit Sharing Plan (NV) $19M · 119
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust (VA) 183 · 0 off
- Pottle's Transportation, LLC Retirement Plan (ME) 183 · 0 off
- 403(b) Thrift Plan of Cadence International (CO) 183 · 0 off
- Amarin Pharma Inc. 401(k) Plan (NJ) 183 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.