401(k) · DOL Form 5500 · 2023

The California Endowment 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
147
Participants Small participant base
87th
Percentile by assets National rank
$377,341
Avg per participant High balance/head
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Official DOL plan name: The California Endowment 401(k) · Sponsored by The California Endowment · California · Other Services

$55M in assets, 147 participants

The California Endowment's The California Endowment 401(k) reported $55M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,393 in Other Services (7,857 peers)

Coverage in California

The California Endowment 401(k) covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $55M.

#7,393
in Other Services (7,857 peers)
+23.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The California Endowment 401(k)'s outsized position by total assets

The California Endowment 401(k) vs every filed plan by assets

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

$55,469,193 Top 13% higher than 87% 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 401(k) 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 401(k) sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The California Endowment 401(k) reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The California Endowment 401(k) end-of-year assets rose from $45M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • The California Endowment 401(k) reported participants rose from 144 in the plan year 2022 filing to 147 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 · 401(k)

The California Endowment 401(k) · $55M · 147 · 87th

  • BOOK $55M
  • VS-ST 147
  • BOY 87th
  • SCH 401(k)
  • EBSA near Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan
  • PART ind #7393

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 401(k) in the asset neighbourhood

Ferrotec Tax Savings Deposit and Investment PlanFerrotec Tax Savings Deposit…$55MThe California Endowment 401(k)The California Endowment 401…$55MProfessional Orthopedic and Sports Physical Therapy, P.C. Employee Savings PlanProfessional Orthopedic and …$55MSterling Seacrest Pritchard, Inc. Retirement PlanSterling Seacrest Pritchard,…$55MCumberland Packing Corp. 401(k) Profit Sharing PlanCumberland Packing Corp. 401…$55M
End-of-year total assets ($M) among The California Endowment 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$55M
Net Income$11M
Employer EIN954523232
Plan Effective Date1998-03-01
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 401(k) Plans in California

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

The California Endowment 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The California Endowment 401(k), Total assets ($B): 0.055469193 · Participants: 147The California Endowment 401(k)Wells 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
The California Endowment 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare The California Endowment 401(k) side-by-side with 3 peers →

The California Endowment 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan in NY ($55M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 401(k) assets move in 2023? ▼
The California Endowment 401(k) grew sharply - up 23.6% during 2023, from $45M to $55M. Reported net income was $11M.
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 401(k) rank by assets among Form 5500 filers? ▼
The California Endowment 401(k) ranks in the 87th 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 The California Endowment 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan in NY ($55M, 1,148 participants).
Which 401(k) plans cover a similar participant headcount to The California Endowment 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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.