Defined Benefit (Pension) · DOL Form 5500 · 2023

The California Endowment Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
121
Participants Small participant base
75th
Percentile by assets National rank
$184,569
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The California Endowment Cash Balance Plan · Sponsored by The California Endowment · California · Other Services

$22M in assets, 121 participants

The California Endowment's The California Endowment Cash Balance Plan reported $22M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,786 in Other Services (7,857 peers)

Coverage in California

The California Endowment Cash Balance Plan covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $22M.

#6,786
in Other Services (7,857 peers)
+6.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The California Endowment Cash Balance Plan's outsized position by total assets

The California Endowment Cash Balance Plan vs every filed plan by assets

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

$22,332,877 Top 25% higher than 75% 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

The California Endowment Cash Balance 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. The California Endowment Cash Balance Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The California Endowment Cash Balance Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The California Endowment Cash Balance Plan reported participants fell from 136 in the plan year 2022 filing to 121 in the plan year 2023 filing.
  • The California Endowment Cash Balance Plan end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954523232 · The California Endowment PY 2023 · Defined Benefit (Pension)

The California Endowment Cash Balance Plan · $22M · 121 · 75th

  • NET $22M
  • NET 121
  • NET 75th
  • NET Defined Benefit (Pension)
  • NET near Air Force Federal Credit Union Retirement Plan and Trust
  • NET ind #6786

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 →

The California Endowment Cash Balance Plan in the asset neighbourhood

UAW Black Lake Employees Pension PlanUAW Black Lake Employees Pen…$22MAir Force Federal Credit Union Retirement Plan and TrustAir Force Federal Credit Uni…$22MThe California Endowment Cash Balance PlanThe California Endowment Cas…$22MCentral Steel & Wire Company Retirement PlanCentral Steel & Wire Company…$22MIndian Head Industries Inc. Employees Retirement PlanIndian Head Industries Inc. …$22M
End-of-year total assets ($M) among The California Endowment Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN954523232
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The California Endowment)

Sponsor-wide plan assets over time

All The California Endowment plans reported in each filing year

Latest sponsor-wide plan assets
$85M 29.88887275630365% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 280 $66M
2023 2 268 $78M
2024 2 256 $85M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The California Endowment Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The California Endowment Cash Balance Plan, Total assets ($B): 0.022332877 · Participants: 121The California Endowment Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
The California Endowment Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare The California Endowment Cash Balance Plan side-by-side with 3 peers →

The California Endowment Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Air Force Federal Credit Union Retirement Plan and Trust in TX ($22M); by covered participants it is I.a.T.S.E. Staff Retirement Fund in NY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 The California Endowment Cash Balance Plan assets move in 2023? ▼
The California Endowment Cash Balance Plan grew at a solid clip - up 6.6% during 2023, from $21M to $22M. Reported net income was $1M.
How have The California Endowment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The California Endowment's sponsor-wide assets grew 29.9%, from $66M to $85M.
Where does The California Endowment Cash Balance Plan rank by assets among Form 5500 filers? ▼
The California Endowment Cash Balance Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to The California Endowment Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Air Force Federal Credit Union Retirement Plan and Trust in TX ($22M, 82 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The California Endowment Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.a.T.S.E. Staff Retirement Fund in NY (121 participants, $65M 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 954523232.

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.