401(k) · DOL Form 5500 · 2024

The California Endowment 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
151
Participants
87th
Percentile by assets
$418,898
Avg per participant
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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.

  • 87th percentile by assets (of 123,622 plans)
  • #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.

$63M
total plan assets (2024 EOY)
151
covered participants
87th
percentile by assets (of 123,622 plans)
$418,898
avg assets per participant

Where The California Endowment 401(k) sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
California
Industry
Other Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The California Endowment 401(k) reports 151 participants - about 24% of that state average ($63M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$63M
Net Income$8M
Employer EIN954523232
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The California Endowment)

$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.9%
Total plan assets by year, all The California Endowment plans on file
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.

The California Endowment 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The California Endow…, Total assets ($B): 0.063253618 · Participants: 151The California Endow…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
The California Endowment 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare The California Endowment 401(k) side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The California Endowment 401(k) by total assets, not by location.

Frequently Asked Questions

How did The California Endowment 401(k) assets move in 2024? ▼
The California Endowment 401(k) grew at a solid clip - up 14.0% during 2024, from $55M to $63M. Reported net income was $8M.
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.
Where does The California Endowment 401(k) rank by assets among Form 5500 filers? ▼
The California Endowment 401(k) ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The California Endowment 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD ($63M, 676 participants).

Next read for The California Endowment 401(k)

Filing takeaways

Ways to act on The California Endowment 401(k)'s numbers.

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.