401(k) · DOL Form 5500 · 2023
California Casualty Management Company 401(k) Plan
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 639
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $180,913
- Avg per participant Above avg balance/head
Official DOL plan name: California Casualty Management Company Savings Investment Plan for Salaried Employees · Sponsored by California Casualty Management Company · California · Finance & Insurance
$116M in assets, 639 participants
California Casualty Management Company's California Casualty Management Company Savings Investment Plan for Salaried Employees reported $116M in total assets and 639 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,804 in Finance & Insurance (8,869 peers)
Where California Casualty Management Company Savings Investment Plan for Salaried Employees sits by assets
California Casualty Management Company Savings Investment Plan for Salaried Employees sits in the top 10% of all filed plans by assets, $116M for 639 participants (~$180,913/participant), down 1.1% in 2023.
- #7,804
- in Finance & Insurance (8,869 peers)
- -1.1%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
California Casualty Management Company Savings Investment Plan for Salaried Employees's outsized position by total assets
California Casualty Management Company Savings Investment Plan for Salaried Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$115,603,436 Top 8% higher than 92% 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
California Casualty Management Company Savings Investment Plan for Salaried 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 Management Company Savings Investment Plan for Salaried Employees sits mid-pack in the medium band (639 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Casualty Management Company Savings Investment Plan for Salaried Employees reported net income rose from -$45M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- California Casualty Management Company Savings Investment Plan for Salaried Employees reported participants fell from 730 in the plan year 2022 filing to 639 in the plan year 2023 filing.
- California Casualty Management Company Savings Investment Plan for Salaried Employees end-of-year assets fell from $117M in the plan year 2022 filing to $116M in the plan year 2023 filing.
DOL schedule card
Filing strip 940575650 · California Casualty Management Company PY 2023 · 401(k)
California Casualty Management Company Savings Investment Plan for Salaried Employees · $116M · 639 · 92nd
- PART $116M
- PART 639
- PART 92nd
- PART 401(k)
- PART near Ycs&t Retirement Plan
- PART ind #7804
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 Management Company Savings Investment Plan for Salaried Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | -$1M |
| Employer EIN | 940575650 |
| Plan Effective Date | 1953-01-02 |
| Filing Status | FILING 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
| 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.
- 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
California Casualty Management Company Savings Investment Plan for Salaried Employees's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ycs&t Retirement Plan in DE ($116M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
- Ycs&t Retirement Plan (DE) $116M · 217
- The Cape Cod Five Cents Savings Bank 401(k) Plan (MA) $116M · 566
- Forcepoint 401(k) Retirement Plan (TX) $116M · 1,178
- Fiskars Group 401(k) Retirement Savings Plan (WI) $115M · 551
Similar participant headcount
Nearest other-state filings by covered participants (639 participants); asset peers above are excluded.
- Red Collar Pet Foods, Inc. Retirement Plan (TN) 639 · 0 off
- IBEW Local Union 271 NECA 401(k) Retirement Plan (KS) 639 · 0 off
- Sage Hospice Holdings LLC 401(k) Plan (AZ) 639 · 0 off
- Seatgeek, Inc. 401(k) Ps Plan & Trust (NY) 639 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.