401(k) · DOL Form 5500 · 2023

California Casualty Management Company 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
287
Participants Below avg headcount
74th
Percentile by assets National rank
$76,017
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: California Casualty Savings Investment Plan for Hourly Employees · Sponsored by California Casualty Management Company · California · Finance & Insurance

$22M in assets, 287 participants

California Casualty Management Company's California Casualty Savings Investment Plan for Hourly Employees reported $22M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,433 in Finance & Insurance (8,869 peers)

Coverage in California

California Casualty Savings Investment Plan for Hourly Employees covers 287 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $22M.

#5,433
in Finance & Insurance (8,869 peers)
+4.5%
assets growth YoY

California Casualty Savings Investment Plan for Hourly Employees's outsized position by total assets

California Casualty Savings Investment Plan for Hourly Employees vs every filed plan by assets

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

$21,816,847 Top 26% higher than 74% 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 Casualty Savings Investment Plan for Hourly Employees 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 Casualty Savings Investment Plan for Hourly Employees sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Casualty Savings Investment Plan for Hourly Employees reported net income rose from -$7M in the plan year 2022 filing to $933K in the plan year 2023 filing.
  • California Casualty Savings Investment Plan for Hourly Employees reported participants fell from 317 in the plan year 2022 filing to 287 in the plan year 2023 filing.
  • California Casualty Savings Investment Plan for Hourly Employees 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 →

DOL schedule card

Filing strip 940575650 · California Casualty Management Company PY 2023 · 401(k)

California Casualty Savings Investment Plan for Hourly Employees · $22M · 287 · 74th

  • EOY $22M
  • EOY 287
  • EOY 74th
  • EOY 401(k)
  • EOY near Burk Royalty Co.,Ltd 401(k) Plan
  • EOY ind #5433

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 →

California Casualty Savings Investment Plan for Hourly Employees in the asset neighbourhood

California Casualty Savings Investment Plan for Hourly EmployeesCalifornia Casualty Savings …$22MBurk Royalty Co.,Ltd 401(k) PlanBurk Royalty Co.,Ltd 401(k) …$22MMetal One America, Inc. and Nifast Corporation 401(k) PlanMetal One America, Inc. and …$22MBic Graphic 401(k) Savings & Investment PlanBic Graphic 401(k) Savings &…$22MPie Insurance 401(k) Plan$22M
End-of-year total assets ($M) among California Casualty Savings Investment Plan for Hourly Employees and nearest nationwide 401(k) 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$933K
Employer EIN940575650
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Casualty Management Company)

Sponsor-wide plan assets over time

All California Casualty Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$300M 4.6811536818306445% vs 2022
2024 filing year
$295M$300M$305M$310M$315M$320M 202220232024 $315M $300M ▼ -4.7%
Year Plans Participants Total Assets
2022 3 1,249 $315M
2023 3 1,056 $316M
2024 3 933 $300M

Nearby 401(k) Plans in California

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

California Casualty Savings Investment Plan for Hourly Employees vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Casualty Savings Investment Plan for Hourly Employees, Total assets ($B): 0.021816847 · Participants: 287California Casualty Savings Investment Plan for Hourly EmployeesWells 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 Casualty Savings Investment Plan for Hourly Employees vs. nearby 401(k) plans in California, assets vs. participants
Compare California Casualty Savings Investment Plan for Hourly Employees side-by-side with 3 peers →

California Casualty Savings Investment Plan for Hourly Employees's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Burk Royalty Co.,Ltd 401(k) Plan in TX ($22M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Casualty Savings Investment Plan for Hourly Employees assets move in 2023? ▼
California Casualty Savings Investment Plan for Hourly Employees edged up modestly - up 4.5% during 2023, from $21M to $22M. Reported net income was $933K.
How have California Casualty Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Casualty Management Company's sponsor-wide assets declined 4.7%, from $315M to $300M.
Which 401(k) plans are similar in size to California Casualty Savings Investment Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by assets is Burk Royalty Co.,Ltd 401(k) Plan in TX ($22M, 262 participants).
Which 401(k) plans cover a similar participant headcount to California Casualty Savings Investment Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 940575650.

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.