401(k) · DOL Form 5500 · 2023

Csaa Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$755M
Total assets Above avg plan size
3,444
Participants Above avg headcount
98th
Percentile by assets National rank
$219,201
Avg per participant Above avg balance/head
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Official DOL plan name: Csaa Insurance Group 401(k) Plan · Sponsored by Csaa Insurance Services, Inc. · California · Finance & Insurance

$755M in assets, 3,444 participants

Csaa Insurance Services, Inc.'s Csaa Insurance Group 401(k) Plan reported $755M in total assets and 3,444 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.

  • #8,579 in Finance & Insurance (8,869 peers)

Coverage in California

Csaa Insurance Group 401(k) Plan covers 3,444 participants in California, 5.5x the typical California plan (state average ~630 per filing). Assets: $755M.

#8,579
in Finance & Insurance (8,869 peers)
+16.8%
assets growth YoY
7.6×
vs typical plan assets (national mean)

Csaa Insurance Group 401(k) Plan's outsized position by total assets

Csaa Insurance Group 401(k) Plan vs every filed plan by assets

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

$754,926,647 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 401(k) 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 401(k) Plan lands in the large band (3,444 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Csaa Insurance Group 401(k) Plan reported net income rose from -$105M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Csaa Insurance Group 401(k) Plan end-of-year assets rose from $647M in the plan year 2022 filing to $755M in the plan year 2023 filing.
  • Csaa Insurance Group 401(k) Plan reported participants rose from 2,988 in the plan year 2022 filing to 3,444 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464417209 · Csaa Insurance Services, Inc. PY 2023 · 401(k)

Csaa Insurance Group 401(k) Plan · $755M · 3,444 · 98th

  • NET $755M
  • BOOK 3,444
  • VS-ST 98th
  • BOY 401(k)
  • SCH near Lpl Financial LLC Profit Sharing 401(k) Plan
  • EBSA ind #8579

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 401(k) Plan in the asset neighbourhood

Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral PlanBlue Cross and Blue Shield o…$757MBellin Health 401(k) Retirement PlanBellin Health 401(k) Retirem…$757MAtos 401(k) Savings Plan$756MCsaa Insurance Group 401(k) PlanCsaa Insurance Group 401(k) …$755MLpl Financial LLC Profit Sharing 401(k) PlanLpl Financial LLC Profit Sha…$754M
End-of-year total assets ($M) among Csaa Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$647M
Net Assets (End of Year)$755M
Net Income$108M
Employer EIN464417209
Plan Effective Date1989-03-01
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 401(k) Plans in California

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

Csaa Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Csaa Insurance Group 401(k) Plan, Total assets ($B): 0.754926647 · Participants: 3444Csaa Insurance Group 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
Csaa Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Csaa Insurance Group 401(k) Plan side-by-side with 3 peers →

Csaa Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lpl Financial LLC Profit Sharing 401(k) Plan in SC ($754M); by covered participants it is Brotherhood of Locomotive Engineers and Trainmen 4 for Employees of Conrail Saa in NY (3,444 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($755M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,444 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 401(k) Plan assets move in 2023? ▼
Csaa Insurance Group 401(k) Plan grew sharply - up 16.8% during 2023, from $647M to $755M. Reported net income was $108M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Csaa Insurance Group 401(k) 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 401(k) plans are similar in size to Csaa Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lpl Financial LLC Profit Sharing 401(k) Plan in SC ($754M, 7,162 participants).
Which 401(k) plans cover a similar participant headcount to Csaa Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brotherhood of Locomotive Engineers and Trainmen 4 for Employees of Conrail Saa in NY (3,444 participants, $18M 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.