Defined Benefit (Pension) · DOL Form 5500 · 2024

The California Endowment Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
105
Participants Small participant base
72nd
Percentile by assets National rank
$211,749
Avg per participant Above avg balance/head
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Official DOL plan name: The California Endowment Cash Balance Plan · Sponsored by The California Endowment · California · Other Services

$22M in assets, 105 participants

The California Endowment's The California Endowment Cash Balance Plan reported $22M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,557 in Other Services (7,719 peers)

Coverage in California

The California Endowment Cash Balance Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $22M.

#6,557
in Other Services (7,719 peers)
-0.4%
assets change YoY

The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The California Endowment Cash Balance Plan's outsized position by total assets

The California Endowment Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,233,684 Top 28% higher than 72% of 123,620 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 2024

The California Endowment Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The California Endowment Cash Balance Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The California Endowment Cash Balance Plan reported net income fell from $1M in the plan year 2023 filing to -$99K in the plan year 2024 filing.
  • The California Endowment Cash Balance Plan reported participants fell from 121 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954523232 · The California Endowment PY 2024 · Defined Benefit (Pension)

The California Endowment Cash Balance Plan · $22M · 105 · 72nd

  • 5500 $22M
  • ASSETS 105
  • PCT 72nd
  • EIN Defined Benefit (Pension)
  • RANK near Pension Plan for Employees of Drs Naval Power Systems, Inc.
  • PHOTO ind #6557

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 Other Services retirement plans → · Plans in California →

The California Endowment Cash Balance Plan in the asset neighbourhood

Penreco Pension Plan$22MThe Star Enterprise Retirement PlanThe Star Enterprise Retireme…$22MMinnesota Nurses Association Pension PlanMinnesota Nurses Association…$22MThe California Endowment Cash Balance PlanThe California Endowment Cas…$22MPension Plan for Employees of Drs Naval Power Systems, Inc.Pension Plan for Employees o…$22M
End-of-year total assets ($M) among The California Endowment Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income-$99K
Employer EIN954523232
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The California Endowment)

Sponsor-wide plan assets over time

All The California Endowment plans reported in each filing year

Latest sponsor-wide plan assets
$85M 29.88887275630365% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 280 $66M
2023 2 268 $78M
2024 2 256 $85M

Nearby Defined Benefit (Pension) Plans in California

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

The California Endowment Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The California Endowment Cash Balance Plan, Total assets ($B): 0.022233684 · Participants: 105The California Endowment Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
The California Endowment Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare The California Endowment Cash Balance Plan side-by-side with 3 peers →

The California Endowment Cash Balance 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 Drs Naval Power Systems, Inc. in VA ($22M); by covered participants it is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The California Endowment Cash Balance Plan assets move in 2024? ▼
The California Endowment Cash Balance Plan held essentially flat - down 0.4% during 2024, from $22M to $22M. Reported net income was -$99K.
How have The California Endowment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The California Endowment's sponsor-wide assets grew 29.9%, from $66M to $85M.
Which Defined Benefit (Pension) plans are similar in size to The California Endowment Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Drs Naval Power Systems, Inc. in VA ($22M, 100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The California Endowment Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (105 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954523232.

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.