401(k) · DOL Form 5500 · 2024
The California Endowment 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 151
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $418,898
- Avg per participant High balance/head
Official DOL plan name: The California Endowment 401(k) · Sponsored by The California Endowment · California · Other Services
$63M in assets, 151 participants
The California Endowment's The California Endowment 401(k) reported $63M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,283 in Other Services (7,719 peers)
Coverage in California
The California Endowment 401(k) covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $63M.
- #7,283
- in Other Services (7,719 peers)
- +14.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The California Endowment 401(k)'s outsized position by total assets
The California Endowment 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,253,618 Top 13% higher than 87% 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
The California Endowment 401(k) 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 401(k) sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The California Endowment 401(k) reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- The California Endowment 401(k) end-of-year assets rose from $55M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- The California Endowment 401(k) reported participants rose from 147 in the plan year 2023 filing to 151 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 954523232 · The California Endowment PY 2024 · 401(k)
The California Endowment 401(k) · $63M · 151 · 87th
- RANK $63M
- PHOTO 151
- IND 87th
- EOY 401(k)
- 5500 near The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan
- ASSETS ind #7283
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 401(k) in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $8M |
| Employer EIN | 954523232 |
| Plan Effective Date | 1998-03-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 280 | $66M |
| 2023 | 2 | 268 | $78M |
| 2024 | 2 | 256 | $85M |
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
The California Endowment 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD ($63M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan (MD) $63M · 676
- Midwest Veterinary Supply, Inc. 401(k) Plan (MN) $63M · 767
- Morvillo Abramowitz Grand Iason & Anello P.C. 401(k) Profit Sharing Plan and Trust (NY) $63M · 71
- Concerto Health Ai Solutions 401 (K) Plan (PA) $63M · 509
Similar participant headcount
Nearest other-state filings by covered participants (151 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.