Defined Benefit (Pension) · DOL Form 5500 · 2023

California Wealth Advisors Pension Plan

Data updated 2026-08-25

$262K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$87,486
Avg per participant Below avg balance/head
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Official DOL plan name: California Wealth Advisors Cash Balance Pension Plan · Sponsored by California Wealth Advisors · California · Finance & Insurance

$262K in assets, 3 participants

California Wealth Advisors's California Wealth Advisors Cash Balance Pension Plan reported $262K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

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

California Wealth Advisors multi-year trail

California Wealth Advisors's plans moved +134.0% in assets from 2022 to 2024; this filing shows California Wealth Advisors Cash Balance Pension Plan at $262K / 3 participants.

#652
in Finance & Insurance (8,869 peers)
+41.8%
assets growth YoY

California Wealth Advisors Cash Balance Pension Plan among the smaller filed plans by assets

California Wealth Advisors Cash Balance Pension Plan vs every filed plan by assets

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

$262,457 13th percentile higher than 13% 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

California Wealth Advisors Cash Balance Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Wealth Advisors Cash Balance Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Wealth Advisors Cash Balance Pension Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • California Wealth Advisors Cash Balance Pension Plan end-of-year assets rose from $185K in the plan year 2022 filing to $262K in the plan year 2023 filing.
  • California Wealth Advisors Cash Balance Pension Plan reported net income fell from $92K in the plan year 2022 filing to $77K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 474312105 · California Wealth Advisors PY 2023 · Defined Benefit (Pension)

California Wealth Advisors Cash Balance Pension Plan · $262K · 3 · 13th

  • RANK $262K
  • PHOTO 3
  • IND 13th
  • EOY Defined Benefit (Pension)
  • 5500 near Paul Mueller Company Contract Employees Retirement Plan
  • ASSETS ind #652

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 →

California Wealth Advisors Cash Balance Pension Plan in the asset neighbourhood

Local 413 Pension Trust Fund$266K13-Iumswa Reynolds Pension Fund13-Iumswa Reynolds Pension F…$269KRetirement Plan for Employees of the Ridgewood Country ClubRetirement Plan for Employee…$273KCalifornia Wealth Advisors Cash Balance Pension PlanCalifornia Wealth Advisors C…$262KPaul Mueller Company Contract Employees Retirement PlanPaul Mueller Company Contrac…$265K
End-of-year total assets ($M) among California Wealth Advisors Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California Wealth Advisors multi-year asset trail

Sponsor-wide plan assets over time

All California Wealth Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$433K 134.03888738860383% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.19M $0.43M ▲ +126.3%
Year Plans Participants Total Assets
2022 1 2 $185K
2023 1 3 $262K
2024 1 4 $433K

California Wealth Advisors filing trail (2023)

Total Assets (Beginning of Year)$185K
Net Assets (End of Year)$262K
Net Income$77K
Employer EIN474312105
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

California Wealth Advisors Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Wealth Advisors Cash Balance Pension Plan, Total assets ($B): 0.000262457 · Participants: 3California Wealth Advisors Cash Balance Pension PlanKaiser 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
California Wealth Advisors Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Wealth Advisors Cash Balance Pension Plan side-by-side with 3 peers →

California Wealth Advisors Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Paul Mueller Company Contract Employees Retirement Plan in MO ($265K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 California Wealth Advisors Cash Balance Pension Plan assets move in 2023? ▼
California Wealth Advisors Cash Balance Pension Plan surged - up 41.8% during 2023, from $185K to $262K. Reported net income was $77K.
How have California Wealth Advisors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Wealth Advisors's sponsor-wide assets grew 134.0%, from $185K to $433K.
Where does California Wealth Advisors Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
California Wealth Advisors Cash Balance Pension Plan ranks in the 13th 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 California Wealth Advisors Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Paul Mueller Company Contract Employees Retirement Plan in MO ($265K, 87 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to California Wealth Advisors Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, N/A 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 474312105.

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.