Defined Benefit (Pension) · DOL Form 5500 · 2023

Delta Dental of California Pension Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
997
Participants Near avg headcount
90th
Percentile by assets National rank
$84,199
Avg per participant Below avg balance/head
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Official DOL plan name: Delta Dental of California Cash Balance Retirement Plan · Sponsored by Delta Dental of California · California · Finance & Insurance

$84M in assets, 997 participants

Delta Dental of California's Delta Dental of California Cash Balance Retirement Plan reported $84M in total assets and 997 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,516 in Finance & Insurance (8,869 peers)

Where Delta Dental of California Cash Balance Retirement Plan sits by assets

Delta Dental of California Cash Balance Retirement Plan sits in the top 10% of all filed plans by assets, $84M for 997 participants (~$84,199/participant), down 0.6% in 2023.

#7,516
in Finance & Insurance (8,869 peers)
-0.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $477K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Delta Dental of California Cash Balance Retirement Plan's outsized position by total assets

Delta Dental of California Cash Balance Retirement Plan vs every filed plan by assets

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

$83,946,031 Top 10% higher than 90% 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

Delta Dental of California Cash Balance Retirement 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. Delta Dental of California Cash Balance Retirement Plan sits mid-pack in the medium band (997 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Delta Dental of California Cash Balance Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to -$477K in the plan year 2023 filing.
  • Delta Dental of California Cash Balance Retirement Plan reported participants fell from 1,079 in the plan year 2022 filing to 997 in the plan year 2023 filing.
  • Delta Dental of California Cash Balance Retirement Plan end-of-year assets fell from $84M in the plan year 2022 filing to $84M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941461312 · Delta Dental of California PY 2023 · Defined Benefit (Pension)

Delta Dental of California Cash Balance Retirement Plan · $84M · 997 · 90th

  • BOY $84M
  • SCH 997
  • EBSA 90th
  • PART Defined Benefit (Pension)
  • TYPE near I B E W Local 673 Pension Plan
  • NET ind #7516

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 →

Delta Dental of California Cash Balance Retirement Plan in the asset neighbourhood

The Ahlstrom Group Retirement Plan for U.S. EmployeesThe Ahlstrom Group Retiremen…$84MBemis Manufacturing Company Employees Pension PlanBemis Manufacturing Company …$84MI B E W Local 673 Pension PlanI B E W Local 673 Pension Pl…$84MDelta Dental of California Cash Balance Retirement PlanDelta Dental of California C…$84MDarling Ingredients Inc. Salaried Employees' Retirement PlanDarling Ingredients Inc. Sal…$84M
End-of-year total assets ($M) among Delta Dental of California Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$84M
Net Income-$477K
Employer EIN941461312
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delta Dental of California)

Sponsor-wide plan assets over time

All Delta Dental of California plans reported in each filing year

Latest sponsor-wide plan assets
$797M 37.07993338617393% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $581M $797M ▲ +37.1%
Year Plans Participants Total Assets
2022 2 4,344 $581M
2023 2 4,471 $710M
2024 2 4,471 $797M

Nearby Defined Benefit (Pension) Plans in California

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

Delta Dental of California 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 ($B) Participants Delta Dental of California Cash Balance Retirement Plan, Total assets ($B): 0.083946031 · Participants: 997Delta Dental of California 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
Delta Dental of California Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Delta Dental of California Cash Balance Retirement Plan side-by-side with 3 peers →

Delta Dental of California 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 I B E W Local 673 Pension Plan in OH ($84M); by covered participants it is Reynolds and Affiliates Pension Plan in NC (997 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (997 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 Delta Dental of California Cash Balance Retirement Plan assets move in 2023? ▼
Delta Dental of California Cash Balance Retirement Plan held essentially flat - down 0.6% during 2023, from $84M to $84M. Reported net income was -$477K.
How have Delta Dental of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delta Dental of California's sponsor-wide assets grew 37.1%, from $581M to $797M.
Where does Delta Dental of California Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
Delta Dental of California Cash Balance Retirement Plan ranks in the 90th 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 Delta Dental of California Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is I B E W Local 673 Pension Plan in OH ($84M, 152 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Delta Dental of California Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reynolds and Affiliates Pension Plan in NC (997 participants, $2.3B 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 941461312.

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.