Defined Benefit (Pension) · DOL Form 5500 · 2023

Csaa Insurance Services, Inc. Pension Plan

Data updated 2026-08-25

$785M
Total assets Above avg plan size
2,152
Participants Near avg headcount
98th
Percentile by assets National rank
$364,841
Avg per participant High balance/head
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Official DOL plan name: Csaa Insurance Group Cash Balance Retirement Plan · Sponsored by Csaa Insurance Services, Inc. · California · Finance & Insurance

$785M in assets, 2,152 participants

Csaa Insurance Services, Inc.'s Csaa Insurance Group Cash Balance Retirement Plan reported $785M in total assets and 2,152 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,588 in Finance & Insurance (8,869 peers)

Coverage in California

Csaa Insurance Group Cash Balance Retirement Plan covers 2,152 participants in California, 3.4x the typical California plan (state average ~630 per filing). Assets: $785M.

#8,588
in Finance & Insurance (8,869 peers)
+7.1%
assets growth YoY
7.9×
vs typical plan assets (national mean)

Csaa Insurance Group Cash Balance Retirement Plan's outsized position by total assets

Csaa Insurance Group Cash Balance Retirement Plan vs every filed plan by assets

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

$785,137,891 Top 2% higher than 98% 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

Csaa Insurance Group Cash Balance Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Csaa Insurance Group Cash Balance Retirement Plan lands in the large band (2,152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Csaa Insurance Group Cash Balance Retirement Plan reported net income rose from -$282M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Csaa Insurance Group Cash Balance Retirement Plan reported participants fell from 2,578 in the plan year 2022 filing to 2,152 in the plan year 2023 filing.
  • Csaa Insurance Group Cash Balance Retirement Plan end-of-year assets rose from $733M in the plan year 2022 filing to $785M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 464417209 · Csaa Insurance Services, Inc. PY 2023 · Defined Benefit (Pension)

Csaa Insurance Group Cash Balance Retirement Plan · $785M · 2,152 · 98th

  • RANK $785M
  • RANK 2,152
  • RANK 98th
  • RANK Defined Benefit (Pension)
  • RANK near Northwest Ironworkers Retirement Plan
  • RANK ind #8588

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 →

Csaa Insurance Group Cash Balance Retirement Plan in the asset neighbourhood

Schneider Electric Pension PlanSchneider Electric Pension P…$786MRetirement Plan for Employees of Puget Sound Energy, Inc.Retirement Plan for Employee…$786MThe Hershey Company Retirement PlanThe Hershey Company Retireme…$785MCsaa Insurance Group Cash Balance Retirement PlanCsaa Insurance Group Cash Ba…$785MNorthwest Ironworkers Retirement PlanNorthwest Ironworkers Retire…$785M
End-of-year total assets ($M) among Csaa Insurance Group Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$733M
Net Assets (End of Year)$728M
Net Income$25M
Employer EIN464417209
Plan Effective Date1944-12-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Csaa Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Csaa Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 22.763905433606954% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.38B $1.69B ▲ +22.5%
Year Plans Participants Total Assets
2022 2 5,566 $1.4B
2023 2 5,596 $1.5B
2024 2 5,571 $1.7B

Nearby Defined Benefit (Pension) Plans in California

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

Csaa Insurance Group Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Csaa Insurance Group Cash Balance Retirement Plan, Total assets ($B): 0.785137891 · Participants: 2152Csaa Insurance Group Cash Balance Retirement 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
Csaa Insurance Group Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Csaa Insurance Group Cash Balance Retirement Plan side-by-side with 3 peers →

Csaa Insurance Group Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Northwest Ironworkers Retirement Plan in WA ($785M); by covered participants it is Joint Pension Fund Local Union IBEW in NJ (2,149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($785M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,152 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 Csaa Insurance Group Cash Balance Retirement Plan assets move in 2023? ▼
Csaa Insurance Group Cash Balance Retirement Plan grew at a solid clip - up 7.1% during 2023, from $733M to $785M. Reported net income was $25M.
How have Csaa Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csaa Insurance Services, Inc.'s sponsor-wide assets grew 22.8%, from $1.4B to $1.7B.
Where does Csaa Insurance Group Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
Csaa Insurance Group Cash Balance Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Csaa Insurance Group Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northwest Ironworkers Retirement Plan in WA ($785M, 3,724 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Csaa Insurance Group Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Joint Pension Fund Local Union IBEW in NJ (2,149 participants, $552M 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 464417209.

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.