Defined Benefit (Pension) · DOL Form 5500 · 2024
Delta Dental of California Pension Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 949
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $77,508
- Avg per participant Below avg balance/head
Official DOL plan name: Delta Dental of California Cash Balance Retirement Plan · Sponsored by Delta Dental of California · California · Finance & Insurance
$74M in assets, 949 participants
Delta Dental of California's Delta Dental of California Cash Balance Retirement Plan reported $74M in total assets and 949 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #6,961 in Finance & Insurance (8,549 peers)
Where Delta Dental of California Cash Balance Retirement Plan sits by assets
Delta Dental of California Cash Balance Retirement Plan sits in the top quartile of all filed plans by assets, $74M for 949 participants (~$77,508/participant), down 12.4% in 2024.
- #6,961
- in Finance & Insurance (8,549 peers)
- -12.4%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Delta Dental of California Cash Balance Retirement Plan's outsized position by total assets
Delta Dental of California Cash Balance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,555,498 Top 12% higher than 88% 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
Delta Dental of California Cash Balance Retirement 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. Delta Dental of California Cash Balance Retirement Plan sits mid-pack in the medium band (949 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Delta Dental of California Cash Balance Retirement Plan reported net income fell from -$477K in the plan year 2023 filing to -$10M in the plan year 2024 filing.
- Delta Dental of California Cash Balance Retirement Plan end-of-year assets fell from $84M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- Delta Dental of California Cash Balance Retirement Plan reported participants fell from 997 in the plan year 2023 filing to 949 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941461312 · Delta Dental of California PY 2024 · Defined Benefit (Pension)
Delta Dental of California Cash Balance Retirement Plan · $74M · 949 · 88th
- RANK $74M
- RANK 949
- RANK 88th
- RANK Defined Benefit (Pension)
- RANK near Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund
- RANK ind #6961
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 Finance & Insurance retirement plans → · Plans in California →
Delta Dental of California Cash Balance Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | -$10M |
| Employer EIN | 941461312 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Delta Dental of California)
Sponsor-wide plan assets over time
All Delta Dental of California plans reported in each filing year
- Latest sponsor-wide plan assets
- $797M 37.07993338617393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,344 | $581M |
| 2023 | 2 | 4,471 | $710M |
| 2024 | 2 | 4,471 | $797M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Delta Dental of California Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund in MD ($74M); by covered participants it is Jones Day Qualified Defined Benefit Plan in OH (949 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
Similar participant headcount
Nearest other-state filings by covered participants (949 participants); asset peers above are excluded.
- Jones Day Qualified Defined Benefit Plan (OH) 949 · 0 off
- First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan (NC) 950 · 1 off
- Cbs Combined Pension Plan (NY) 948 · 1 off
- Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan (ND) 951 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.