401(k) · DOL Form 5500 · 2024

California Teachers Association 401(k) Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
398
Participants Below avg headcount
93rd
Percentile by assets National rank
$403,651
Avg per participant High balance/head
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Official DOL plan name: California Teachers Association 401(k) Plan · Sponsored by California Teachers Association · California · Educational Services

$161M in assets, 398 participants

California Teachers Association's California Teachers Association 401(k) Plan reported $161M in total assets and 398 participants in its 2024 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.

  • #3,224 in Educational Services (3,638 peers)

Where California Teachers Association 401(k) Plan sits by assets

California Teachers Association 401(k) Plan sits in the top 10% of all filed plans by assets, $161M for 398 participants (~$403,651/participant), up 8.5% in 2024.

#3,224
in Educational Services (3,638 peers)
+8.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

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

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

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

$160,653,114 Top 7% higher than 93% 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

California Teachers Association 401(k) 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. California Teachers Association 401(k) Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Teachers Association 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • California Teachers Association 401(k) Plan end-of-year assets rose from $148M in the plan year 2023 filing to $161M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 940362310 · California Teachers Association PY 2024 · 401(k)

California Teachers Association 401(k) Plan · $161M · 398 · 93rd

  • NET $161M
  • BOOK 398
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Ricoh Electronics, Inc. Employees' Savings and Retirement Plan
  • EBSA ind #3224

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 Educational Services retirement plans → · Plans in California →

California Teachers Association 401(k) Plan in the asset neighbourhood

Ricoh Electronics, Inc. Employees' Savings and Retirement PlanRicoh Electronics, Inc. Empl…$161MCalifornia Teachers Association 401(k) PlanCalifornia Teachers Associat…$161MPryor Cashman LLP Retirement PlanPryor Cashman LLP Retirement…$161MMorris, Nichols, Arsht & Tunnell LLP 401(k)Profit Sharing PlanMorris, Nichols, Arsht & Tun…$161MBlandin Paper Company Hourly Employees 401(k) Retirement PlanBlandin Paper Company Hourly…$160M
End-of-year total assets ($M) among California Teachers Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$161M
Net Income$13M
Employer EIN940362310
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Teachers Association)

Sponsor-wide plan assets over time

All California Teachers Association plans reported in each filing year

Latest sponsor-wide plan assets
$161M 23.745023518762846% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $161M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 393 $130M
2023 1 396 $148M
2024 1 398 $161M

Nearby 401(k) Plans in California

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

California Teachers Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants California Teachers Association 401(k) Plan, Total assets ($B): 0.160653114 · Participants: 398California Teachers Association 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
California Teachers Association 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Teachers Association 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ricoh Electronics, Inc. Employees' Savings and Retirement Plan in GA ($161M); by covered participants it is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 California Teachers Association 401(k) Plan assets move in 2024? ▼
California Teachers Association 401(k) Plan grew at a solid clip - up 8.5% during 2024, from $148M to $161M. Reported net income was $13M.
How have California Teachers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Teachers Association's sponsor-wide assets grew 23.7%, from $130M to $161M.
Where does California Teachers Association 401(k) Plan rank by assets among Form 5500 filers? ▼
California Teachers Association 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to California Teachers Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ricoh Electronics, Inc. Employees' Savings and Retirement Plan in GA ($161M, 618 participants).
Which 401(k) plans cover a similar participant headcount to California Teachers Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 participants, N/A 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 940362310.

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.