401(k) · DOL Form 5500 · 2023
Csaa Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $755M
- Total assets
- 3,444
- Participants
- 98th
- Percentile by assets
- $219,201
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $755M
- total plan assets (2023 EOY)
- 3,444
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $219,201
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Csaa Insurance Group 401(k) Plan reports 3,444 participants - 5.5x that state average ($755M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $647M |
|---|---|
| Net Assets (End of Year) | $755M |
| Net Income | $108M |
| Employer EIN | 464417209 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Csaa Insurance Services, Inc.)
| 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
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Csaa Insurance Group 401(k) Plan by total assets, not by location.
- Lpl Financial LLC Profit Sharing 401(k) Plan (SC) $754M · 7,162
- Atos 401(k) Savings Plan (TX) $756M · 4,505
- Bellin Health 401(k) Retirement Plan (WI) $757M · 5,261
- Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan (AL) $757M · 4,012
Frequently Asked Questions
How did Csaa Insurance Group 401(k) Plan assets move in 2023? ▼
How have Csaa Insurance Services, Inc. plan assets changed over time? ▼
Where does Csaa Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Csaa Insurance Group 401(k) Plan? ▼
Next read for Csaa Insurance Group 401(k) Plan
Filing takeaways
Ways to act on Csaa Insurance Group 401(k) Plan's numbers.
- By total assets, Csaa Insurance Group 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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