401(k) · DOL Form 5500 · 2023

Board of Trustees of California Machinists 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
1,340
Participants Near avg headcount
93rd
Percentile by assets National rank
$110,124
Avg per participant Below avg balance/head
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Official DOL plan name: California Machinists 401(k) Plan · Sponsored by Board of Trustees of California Machinists 401(k) Plan · California · Transportation & Warehousing

$148M in assets, 1,340 participants

Board of Trustees of California Machinists 401(k) Plan's California Machinists 401(k) Plan reported $148M in total assets and 1,340 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,084 in Transportation & Warehousing (3,362 peers)

Coverage in California

California Machinists 401(k) Plan covers 1,340 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $148M.

#3,084
in Transportation & Warehousing (3,362 peers)
+26.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

California Machinists 401(k) Plan's outsized position by total assets

California Machinists 401(k) Plan vs every filed plan by assets

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

$147,566,782 Top 7% higher than 93% 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 Machinists 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Machinists 401(k) Plan lands in the large band (1,340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Machinists 401(k) Plan reported net income rose from $17M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • California Machinists 401(k) Plan end-of-year assets rose from $116M in the plan year 2022 filing to $148M in the plan year 2023 filing.
  • California Machinists 401(k) Plan reported participants fell from 1,366 in the plan year 2022 filing to 1,340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943250849 · Board of Trustees of California Machinists 401(k) Plan PY 2023 · 401(k)

California Machinists 401(k) Plan · $148M · 1,340 · 93rd

  • EOY $148M
  • 5500 1,340
  • ASSETS 93rd
  • PCT 401(k)
  • EIN near Pacificsource 401(k) Plan
  • RANK ind #3084

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 Transportation & Warehousing retirement plans → · Plans in California →

California Machinists 401(k) Plan in the asset neighbourhood

Erlanger Health 401(a) Retirement Savings PlanErlanger Health 401(a) Retir…$148MIsrael Discount Bank of New York Savings and Investment PlanIsrael Discount Bank of New …$148MPacificsource 401(k) Plan$148MCalifornia Machinists 401(k) PlanCalifornia Machinists 401(k)…$148MKda 401(k) Plan$148M
End-of-year total assets ($M) among California Machinists 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$148M
Net Income$31M
Employer EIN943250849
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of California Machinists 401(k) Plan)

Sponsor-wide plan assets over time

All Board of Trustees of California Machinists 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$166M 42.32588844054403% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $116M $166M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 1,366 $116M
2023 1 1,340 $148M
2024 1 1,848 $166M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

California Machinists 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Machinists 401(k) Plan, Total assets ($B): 0.147566782 · Participants: 1340California Machinists 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
California Machinists 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Machinists 401(k) Plan side-by-side with 3 peers →

California Machinists 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pacificsource 401(k) Plan in OR ($148M); by covered participants it is Ocwen Financial 401(k) Savings Plan in FL (1,340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,340 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 Machinists 401(k) Plan assets move in 2023? ▼
California Machinists 401(k) Plan grew sharply - up 26.9% during 2023, from $116M to $148M. Reported net income was $31M.
How have Board of Trustees of California Machinists 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of California Machinists 401(k) Plan's sponsor-wide assets grew 42.3%, from $116M to $166M.
Where does California Machinists 401(k) Plan rank by assets among Form 5500 filers? ▼
California Machinists 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to California Machinists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacificsource 401(k) Plan in OR ($148M, 1,787 participants).
Which 401(k) plans cover a similar participant headcount to California Machinists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocwen Financial 401(k) Savings Plan in FL (1,340 participants, $315M 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 943250849.

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.