401(k) · DOL Form 5500 · 2023

California Nurses Association 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
206
Participants Below avg headcount
77th
Percentile by assets National rank
$122,398
Avg per participant Near avg balance/head
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Official DOL plan name: California Nurses Association 401(k) Retirement Plan · Sponsored by California Nurses Association · California · Other Services

$25M in assets, 206 participants

California Nurses Association's California Nurses Association 401(k) Retirement Plan reported $25M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,900 in Other Services (7,857 peers)

Coverage in California

California Nurses Association 401(k) Retirement Plan covers 206 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $25M.

#6,900
in Other Services (7,857 peers)
+27.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

California Nurses Association 401(k) Retirement Plan's outsized position by total assets

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

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

$25,214,064 Top 23% higher than 77% 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 Nurses Association 401(k) Retirement 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 Nurses Association 401(k) Retirement Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Nurses Association 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • California Nurses Association 401(k) Retirement Plan reported participants fell from 336 in the plan year 2022 filing to 206 in the plan year 2023 filing.
  • California Nurses Association 401(k) Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 940362060 · California Nurses Association PY 2023 · 401(k)

California Nurses Association 401(k) Retirement Plan · $25M · 206 · 77th

  • BOOK $25M
  • VS-ST 206
  • BOY 77th
  • SCH 401(k)
  • EBSA near Project Associates, Inc. Retirement Savings Plan
  • PART ind #6900

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 Nurses Association 401(k) Retirement Plan in the asset neighbourhood

Lincoln County Bancorp, Inc. Profit Sharing PlanLincoln County Bancorp, Inc.…$25MY-Prime LLC 401(k) Profit Sharing PlanY-Prime LLC 401(k) Profit Sh…$25MLns North America 401(k) Plan$25MCalifornia Nurses Association 401(k) Retirement PlanCalifornia Nurses Associatio…$25MProject Associates, Inc. Retirement Savings PlanProject Associates, Inc. Ret…$25M
End-of-year total assets ($M) among California Nurses Association 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN940362060
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Nurses Association)

Sponsor-wide plan assets over time

All California Nurses Association plans reported in each filing year

Latest sponsor-wide plan assets
$30M 52.857891087366326% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.8M $30.3M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 336 $20M
2023 1 206 $25M
2024 1 395 $30M

Nearby 401(k) Plans in California

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

California Nurses Association 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Nurses Association 401(k) Retirement Plan, Total assets ($B): 0.025214064 · Participants: 206California Nurses Association 401(k) Retirement 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 Nurses Association 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Nurses Association 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Project Associates, Inc. Retirement Savings Plan in IN ($25M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Nurses Association 401(k) Retirement Plan assets move in 2023? ▼
California Nurses Association 401(k) Retirement Plan grew sharply - up 27.3% during 2023, from $20M to $25M. Reported net income was $5M.
How have California Nurses Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Nurses Association's sponsor-wide assets grew 52.9%, from $20M to $30M.
Where does California Nurses Association 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
California Nurses Association 401(k) Retirement Plan ranks in the 77th 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 Nurses Association 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Project Associates, Inc. Retirement Savings Plan in IN ($25M, 83 participants).
Which 401(k) plans cover a similar participant headcount to California Nurses Association 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K 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 940362060.

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.