401(k) · DOL Form 5500 · 2024
California Bankers Association 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $388,125
- Avg per participant High balance/head
Official DOL plan name: California Bankers Association · Sponsored by California Bankers Association · California · Professional & Technical Services
$6M in assets, 16 participants
California Bankers Association's California Bankers Association reported $6M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,877 in Professional & Technical Services (20,173 peers)
2024 asset change
California Bankers Association declined sharply 17.2% in 2024 ($8M → $6M) for 16 participants.
- #8,877
- in Professional & Technical Services (20,173 peers)
- -17.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
California Bankers Association's mid-pack asset rank among Professional & Technical Services and all filers
California Bankers Association vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,209,993 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
California Bankers Association among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Bankers Association is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- California Bankers Association reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- California Bankers Association end-of-year assets fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- California Bankers Association reported participants fell from 17 in the plan year 2023 filing to 16 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 940356160 · California Bankers Association PY 2024 · 401(k)
California Bankers Association · $6M · 16 · 46th
- PHOTO $6M
- PHOTO 16
- PHOTO 46th
- PHOTO 401(k)
- PHOTO near Grand Savings Bank 401(k) Plan
- PHOTO ind #8877
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 Professional & Technical Services retirement plans → · Plans in California →
California Bankers Association in the asset neighbourhood
California Bankers Association years around the 2024 move
Sponsor-wide plan assets over time
All California Bankers Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 0.848525182035041% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $6M |
| 2023 | 1 | 17 | $8M |
| 2024 | 1 | 16 | $6M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 940356160 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
California Bankers Association's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Grand Savings Bank 401(k) Plan in OK ($6M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.