Defined Benefit (Pension) · DOL Form 5500 · 2023

California Casualty Management Company Pension Plan

Data updated 2026-08-25

$178M
Total assets Near avg plan size
130
Participants Small participant base
94th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: California Casualty Management Co. Pension Plan · Sponsored by California Casualty Management Company · California · Finance & Insurance

$178M in assets, 130 participants

California Casualty Management Company's California Casualty Management Co. Pension Plan reported $178M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,061 in Finance & Insurance (8,869 peers)

Coverage in California

California Casualty Management Co. Pension Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $178M.

#8,061
in Finance & Insurance (8,869 peers)
+0.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

California Casualty Management Co. Pension Plan's outsized position by total assets

California Casualty Management Co. Pension Plan vs every filed plan by assets

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

$178,344,478 Top 6% higher than 94% 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 Management Co. Pension 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 Casualty Management Co. Pension Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Casualty Management Co. Pension Plan reported net income rose from -$42M in the plan year 2022 filing to $942K in the plan year 2023 filing.
  • California Casualty Management Co. Pension Plan reported participants fell from 202 in the plan year 2022 filing to 130 in the plan year 2023 filing.
  • California Casualty Management Co. Pension Plan end-of-year assets rose from $177M in the plan year 2022 filing to $178M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940575650 · California Casualty Management Company PY 2023 · Defined Benefit (Pension)

California Casualty Management Co. Pension Plan · $178M · 130 · 94th

  • ASSETS $178M
  • ASSETS 130
  • ASSETS 94th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Donaldson Company, Inc. Salaried Employees Pension Plan
  • ASSETS ind #8061

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 Co. Pension Plan in the asset neighbourhood

Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116Tucson Electric Power Compan…$179MCalifornia Casualty Management Co. Pension PlanCalifornia Casualty Manageme…$178MDonaldson Company, Inc. Salaried Employees Pension PlanDonaldson Company, Inc. Sala…$178MBayhealth Medical Center, Inc. Pension PlanBayhealth Medical Center, In…$178MAnixter Inc. Pension Plan$178M
End-of-year total assets ($M) among California Casualty Management Co. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$178M
Net Income$942K
Employer EIN940575650
Plan Effective Date1936-12-01
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 Defined Benefit (Pension) Plans in California

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

California Casualty Management Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Casualty Management Co. Pension Plan, Total assets ($B): 0.178344478 · Participants: 130California Casualty Management Co. Pension 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
California Casualty Management Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Casualty Management Co. Pension Plan side-by-side with 3 peers →

California Casualty Management Co. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Donaldson Company, Inc. Salaried Employees Pension Plan in MN ($178M); by covered participants it is IBEW Local 840 Pension Fund in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Management Co. Pension Plan assets move in 2023? ▼
California Casualty Management Co. Pension Plan held essentially flat - up 0.5% during 2023, from $177M to $178M. Reported net income was $942K.
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.
Where does California Casualty Management Co. Pension Plan rank by assets among Form 5500 filers? ▼
California Casualty Management Co. Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to California Casualty Management Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Donaldson Company, Inc. Salaried Employees Pension Plan in MN ($178M, 974 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to California Casualty Management Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 840 Pension Fund in NY (130 participants, $29M 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.