Defined Benefit (Pension) · DOL Form 5500 · 2023
California School Employees Association Pension Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 246
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: California School Employees Association Retirement Plan · Sponsored by California School Employees Association · California · Educational Services
$260M in assets, 246 participants
California School Employees Association's California School Employees Association Retirement Plan reported $260M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,479 in Educational Services (3,735 peers)
Coverage in California
California School Employees Association Retirement Plan covers 246 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $260M.
- #3,479
- in Educational Services (3,735 peers)
- +11.4%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
California School Employees Association Retirement Plan's outsized position by total assets
California School Employees Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$260,067,771 Top 4% higher than 96% 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 School Employees Association Retirement 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 School Employees Association Retirement Plan sits mid-pack in the medium band (246 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California School Employees Association Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- California School Employees Association Retirement Plan end-of-year assets rose from $233M in the plan year 2022 filing to $260M in the plan year 2023 filing.
- California School Employees Association Retirement Plan reported participants rose from 239 in the plan year 2022 filing to 246 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 941301733 · California School Employees Association PY 2023 · Defined Benefit (Pension)
California School Employees Association Retirement Plan · $260M · 246 · 96th
- BOOK $260M
- VS-ST 246
- BOY 96th
- SCH Defined Benefit (Pension)
- EBSA near Pension Plan for Employees of Givaudan
- PART ind #3479
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 School Employees Association Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $233M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | $27M |
| Employer EIN | 941301733 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California School Employees Association)
Sponsor-wide plan assets over time
All California School Employees Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $316M 18.926029305849983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 487 | $265M |
| 2023 | 2 | 503 | $297M |
| 2024 | 2 | 541 | $316M |
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 School Employees Association Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Givaudan in NJ ($260M); by covered participants it is Retirement Plan for Koppers Inc. in PA (246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- Pension Plan for Employees of Givaudan (NJ) $260M · 453
- Twin City Hospital Workers Pension Plan (MN) $260M · 6,865
- Jacobs Consolidated Pension Plan (TX) $261M · 296
- Mueller Group, LLC Pension Plan for Selected Employees (GA) $259M · 405
Similar participant headcount
Nearest other-state filings by covered participants (246 participants); asset peers above are excluded.
- Retirement Plan for Koppers Inc. (PA) 246 · 0 off
- Vinson & Elkins LLP Pension Plan (TX) 246 · 0 off
- Buzzi Unicem USA Inc. Salaried Pension Plan (PA) 246 · 0 off
- Vitesco Technologies USA, LLC Pension Plan (MI) 246 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.