Defined Benefit (Pension) · DOL Form 5500 · 2023

California Cancer Associates for Research and Excellence, Inc. Pension Plan

Data updated 2026-08-25

$8K
Total assets Small plan by assets
192
Participants Below avg headcount
1st
Percentile by assets National rank
$40
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ccare Cash Balance Plan and Trust · Sponsored by California Cancer Associates for Research and Excellence, Inc. · California · Healthcare & Social Assistance

$8K in assets, 192 participants

California Cancer Associates for Research and Excellence, Inc.'s Ccare Cash Balance Plan and Trust reported $8K in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #163 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Ccare Cash Balance Plan and Trust covers 192 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $8K.

#163
in Healthcare & Social Assistance (17,684 peers)
-99.9%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ccare Cash Balance Plan and Trust among the smaller filed plans by assets

Ccare Cash Balance Plan and Trust vs every filed plan by assets

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

$7,701 1st percentile higher than 1% 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

Ccare Cash Balance Plan and Trust 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. Ccare Cash Balance Plan and Trust sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ccare Cash Balance Plan and Trust reported net income fell from -$73K in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Ccare Cash Balance Plan and Trust end-of-year assets fell from $6M in the plan year 2022 filing to $8K in the plan year 2023 filing.
  • Ccare Cash Balance Plan and Trust reported participants fell from 215 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770324589 · California Cancer Associates for Research and Excellence, Inc. PY 2023 · Defined Benefit (Pension)

Ccare Cash Balance Plan and Trust · $8K · 192 · 1st

  • IND $8K
  • IND 192
  • IND 1st
  • IND Defined Benefit (Pension)
  • IND near Lipsius-Benhaim Law LLP Cash Balance Plan
  • IND ind #163

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Ccare Cash Balance Plan and Trust in the asset neighbourhood

Ccare Cash Balance Plan and TrustCcare Cash Balance Plan and …$8KLipsius-Benhaim Law LLP Cash Balance PlanLipsius-Benhaim Law LLP Cash…$7KAnderson and Middleton Company Retirement PlanAnderson and Middleton Compa…$9KThe Kliklok Corporation Employee Retirement PlanThe Kliklok Corporation Empl…$7KPension Plan of the Pennsylvania Medical SocietyPension Plan of the Pennsylv…$6K
End-of-year total assets ($M) among Ccare Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8K
Net Income-$6M
Employer EIN770324589
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Cancer Associates for Research and Excellence, Inc.)

Sponsor-wide plan assets over time

All California Cancer Associates for Research and Excellence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8K 99.86229545483806% vs 2022
2023 filing year
$0M$2M$4M$6M$8M 20222023 $5.59M $0.01M ▼ -99.8%
Year Plans Participants Total Assets
2022 1 215 $6M
2023 1 192 $8K

Nearby Defined Benefit (Pension) Plans in California

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

Ccare Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ccare Cash Balance Plan and Trust, Total assets ($B): 0.000007701 · Participants: 192Ccare Cash Balance Plan and TrustKaiser 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
Ccare Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ccare Cash Balance Plan and Trust side-by-side with 3 peers →

Ccare Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Lipsius-Benhaim Law LLP Cash Balance Plan in NY ($7K); by covered participants it is True Community Credit Union Cash Balance Defined Benefit Plan and Trust in MI (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Ccare Cash Balance Plan and Trust assets move in 2023? ▼
Ccare Cash Balance Plan and Trust contracted severely - down 99.9% during 2023, from $6M to $8K. Reported net income was -$6M.
How have California Cancer Associates for Research and Excellence, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), California Cancer Associates for Research and Excellence, Inc.'s sponsor-wide assets declined 99.9%, from $6M to $8K.
Where does Ccare Cash Balance Plan and Trust rank by assets among Form 5500 filers? ▼
Ccare Cash Balance Plan and Trust ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Ccare Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lipsius-Benhaim Law LLP Cash Balance Plan in NY ($7K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ccare Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is True Community Credit Union Cash Balance Defined Benefit Plan and Trust in MI (192 participants, $26M 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 770324589.

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.