Defined Benefit (Pension) · DOL Form 5500 · 2023

Csaa Insurance Services, Inc. Pension Plan

Data updated 2026-08-11

$785M
Total assets
2,152
Participants
98th
Percentile by assets
$364,841
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$785M
total plan assets (2023 EOY)
2,152
covered participants
98th
percentile by assets (of 127,072 plans)
$364,841
avg assets per participant

Where Csaa Insurance Group Cash Balance Retirement Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Csaa Insurance Group Cash Balance Retirement Plan reports 2,152 participants - 3.4x that state average ($785M EOY assets).

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.)

$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.38B $1.69B ▲ +22.5%
Total plan assets by year, all Csaa Insurance Services, Inc. plans on file
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

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…Kaiser Permanente Re…Pacific Gas and Elec…Pacific Gas and Elec…Retirement Plan for …Disney Salaried Pens…
Csaa Insurance Group Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Csaa Insurance Group Cash Balance Retire… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Csaa Insurance Group Cash Balance Retirement Plan by total assets, not by location.

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).

Next read for Csaa Insurance Group Cash Balance Retire…

Filing takeaways

Ways to act on Csaa Insurance Group Cash Balance Retirement Plan's numbers.

  • By total assets, Csaa Insurance Group Cash Balance Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
  • Csaa Insurance Services, Inc.'s sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.