Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$8K
Total assets
192
Participants
1st
Percentile by assets
$40
Avg per participant
PlainRetire home → About this data

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.

  • 1st percentile by assets (of 127,072 plans)
  • #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.

$8K
total plan assets (2023 EOY)
192
covered participants
1st
percentile by assets (of 127,072 plans)
$40
avg assets per participant

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.

Where Ccare Cash Balance Plan and Trust sits by total 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 $2,010,000,000 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

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 →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Ccare Cash Balance Plan and Trust reports 192 participants - about 30% of that state average ($8K EOY assets).

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.)

$-2M$0M$2M$4M$6M$8M 20222023 $5.59M $0.01M ▼ -99.8%
Total plan assets by year, all California Cancer Associates for Research and Excellence, Inc. plans on file
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

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 P…Kaiser Permanente Re…Pacific Gas and Elec…Pacific Gas and Elec…Retirement Plan for …Disney Salaried Pens…
Ccare Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ccare Cash Balance Plan and Trust by total assets, not by location.

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).

Filing takeaways

Ways to act on Ccare Cash Balance Plan and Trust's numbers.