401(k) · DOL Form 5500 · 2023

California Teachers Association 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
396
Participants Below avg headcount
93rd
Percentile by assets National rank
$373,883
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: California Teachers Association 401(k) Plan · Sponsored by California Teachers Association · California · Educational Services

$148M in assets, 396 participants

California Teachers Association's California Teachers Association 401(k) Plan reported $148M in total assets and 396 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,320 in Educational Services (3,735 peers)

Where California Teachers Association 401(k) Plan sits by assets

California Teachers Association 401(k) Plan sits in the top 10% of all filed plans by assets, $148M for 396 participants (~$373,883/participant), up 14.0% in 2023.

#3,320
in Educational Services (3,735 peers)
+14.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

California Teachers Association 401(k) Plan's outsized position by total assets

California Teachers Association 401(k) Plan vs every filed plan by assets

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

$148,057,839 Top 7% higher than 93% 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 Teachers Association 401(k) 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 Teachers Association 401(k) Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Teachers Association 401(k) Plan reported net income rose from -$33M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • California Teachers Association 401(k) Plan end-of-year assets rose from $130M in the plan year 2022 filing to $148M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940362310 · California Teachers Association PY 2023 · 401(k)

California Teachers Association 401(k) Plan · $148M · 396 · 93rd

  • NET $148M
  • BOOK 396
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Ctb, Inc. Profit Sharing Plan
  • EBSA ind #3320

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 Educational Services retirement plans → · Plans in California →

California Teachers Association 401(k) Plan in the asset neighbourhood

Asm America, Inc. 401(k) Plan$148MMagic Leap Inc. 401(k) Plan$148MCalifornia Teachers Association 401(k) PlanCalifornia Teachers Associat…$148MCtb, Inc. Profit Sharing Plan$148MWolverine Employee Savings & Retirement PlanWolverine Employee Savings &…$148M
End-of-year total assets ($M) among California Teachers Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$148M
Net Income$18M
Employer EIN940362310
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Teachers Association)

Sponsor-wide plan assets over time

All California Teachers Association plans reported in each filing year

Latest sponsor-wide plan assets
$161M 23.745023518762846% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $161M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 393 $130M
2023 1 396 $148M
2024 1 398 $161M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

California Teachers Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Teachers Association 401(k) Plan, Total assets ($B): 0.148057839 · Participants: 396California Teachers Association 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
California Teachers Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Teachers Association 401(k) Plan side-by-side with 3 peers →

California Teachers Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ctb, Inc. Profit Sharing Plan in IN ($148M); by covered participants it is Integracare 401(k) Savings Plan in PA (396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148M here).

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Teachers Association 401(k) Plan assets move in 2023? ▼
California Teachers Association 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $130M to $148M. Reported net income was $18M.
How have California Teachers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Teachers Association's sponsor-wide assets grew 23.7%, from $130M to $161M.
Where does California Teachers Association 401(k) Plan rank by assets among Form 5500 filers? ▼
California Teachers Association 401(k) Plan ranks in the 93rd 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 401(k) plans are similar in size to California Teachers Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ctb, Inc. Profit Sharing Plan in IN ($148M, 1,076 participants).
Which 401(k) plans cover a similar participant headcount to California Teachers Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integracare 401(k) Savings Plan in PA (396 participants, $7M 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 940362310.

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.