Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of California Teachers Assoc Employees Retirement Pension Plan
Data updated 2026-08-25
- $394M
- Total assets Above avg plan size
- 508
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $775,310
- Avg per participant High balance/head
Official DOL plan name: California Teachers Association Employees Retirement Benefits Plan · Sponsored by Board of Trustees of California Teachers Assoc Employees Retirement · California · Educational Services
$394M in assets, 508 participants
Board of Trustees of California Teachers Assoc Employees Retirement's California Teachers Association Employees Retirement Benefits Plan reported $394M in total assets and 508 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,559 in Educational Services (3,735 peers)
Where California Teachers Association Employees Retirement Benefits Plan sits by assets
California Teachers Association Employees Retirement Benefits Plan sits in the top 5% of all filed plans by assets, $394M for 508 participants (~$775,310/participant), up 7.5% in 2023.
- #3,559
- in Educational Services (3,735 peers)
- +7.5%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
California Teachers Association Employees Retirement Benefits Plan's outsized position by total assets
California Teachers Association Employees Retirement Benefits Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$393,857,579 Top 3% higher than 97% of 127,068 filed plans
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 Employees Retirement Benefits 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 Employees Retirement Benefits Plan sits mid-pack in the medium band (508 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Teachers Association Employees Retirement Benefits Plan reported net income rose from -$56M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- California Teachers Association Employees Retirement Benefits Plan end-of-year assets rose from $366M in the plan year 2022 filing to $394M in the plan year 2023 filing.
- California Teachers Association Employees Retirement Benefits Plan reported participants rose from 502 in the plan year 2022 filing to 508 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 680427229 · Board of Trustees of California Teachers Assoc Employees Retirement PY 2023 · Defined Benefit (Pension)
California Teachers Association Employees Retirement Benefits Plan · $394M · 508 · 97th
- PART $394M
- PART 508
- PART 97th
- PART Defined Benefit (Pension)
- PART near Mercedes-Benz USA, LLC Pension Plan
- PART ind #3559
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 Employees Retirement Benefits Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $366M |
|---|---|
| Net Assets (End of Year) | $394M |
| Net Income | $27M |
| Employer EIN | 680427229 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of California Teachers Assoc Employees Retirement)
Sponsor-wide plan assets over time
All Board of Trustees of California Teachers Assoc Employees Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $422M 15.201114808927322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 502 | $366M |
| 2023 | 1 | 508 | $394M |
| 2024 | 1 | 483 | $422M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
California Teachers Association Employees Retirement Benefits Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Mercedes-Benz USA, LLC Pension Plan in GA ($394M); by covered participants it is Local 377 Pension Fund in NY (508 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($394M here).
- Mercedes-Benz USA, LLC Pension Plan (GA) $394M · 784
- New York University Staff Pension Plan for Non-Contributory (NY) $394M · 2,051
- Syngenta Corporation Pension Plan (DE) $393M · 957
- Sheet Metal Workers Local Union No. 80 Pension Fund (MI) $393M · 1,202
Similar participant headcount
Nearest other-state filings by covered participants (508 participants); asset peers above are excluded.
- Local 377 Pension Fund (NY) 508 · 0 off
- Msd Puerto Rico Pension Plan (PR) 507 · 1 off
- Liberty Puerto Rico Pension Plan (PR) 509 · 1 off
- Kansas City Cement Masons Pension Fund (MO) 509 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.