Defined Benefit (Pension) · DOL Form 5500 · 2024

California Casualty Management Company Pension Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
93
Participants Small participant base
93rd
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: California Casualty Management Co. Pension Plan · Sponsored by California Casualty Management Company · California · Finance & Insurance

$162M in assets, 93 participants

California Casualty Management Company's California Casualty Management Co. Pension Plan reported $162M in total assets and 93 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.

  • #7,640 in Finance & Insurance (8,549 peers)

Where California Casualty Management Co. Pension Plan sits by assets

California Casualty Management Co. Pension Plan sits in the top 10% of all filed plans by assets, $162M for 93 participants (~$1.7M/participant), down 9.0% in 2024.

#7,640
in Finance & Insurance (8,549 peers)
-9.0%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Casualty Management Co. Pension Plan's outsized position by total assets

California Casualty Management Co. Pension Plan vs every filed plan by assets

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

$162,252,392 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 Casualty Management Co. Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Casualty Management Co. Pension Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Casualty Management Co. Pension Plan reported net income fell from $942K in the plan year 2023 filing to -$16M in the plan year 2024 filing.
  • California Casualty Management Co. Pension Plan reported participants fell from 130 in the plan year 2023 filing to 93 in the plan year 2024 filing.
  • California Casualty Management Co. Pension Plan end-of-year assets fell from $178M in the plan year 2023 filing to $162M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 940575650 · California Casualty Management Company PY 2024 · Defined Benefit (Pension)

California Casualty Management Co. Pension Plan · $162M · 93 · 93rd

  • VS-ST $162M
  • BOY 93
  • SCH 93rd
  • EBSA Defined Benefit (Pension)
  • PART near Credit Agricole Corporate and Investment Bank Retirement Plan
  • TYPE ind #7640

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 →

California Casualty Management Co. Pension Plan in the asset neighbourhood

Retirement Plan of the Unite Here InternationalRetirement Plan of the Unite…$163MLiquor and Allied Workers Local No. 3 Pension Fund Salesmen DivisionLiquor and Allied Workers Lo…$163MIBEW Local Union No. 479 Pension Trust FundIBEW Local Union No. 479 Pen…$162MCredit Agricole Corporate and Investment Bank Retirement PlanCredit Agricole Corporate an…$162MCalifornia Casualty Management Co. Pension PlanCalifornia Casualty Manageme…$162M
End-of-year total assets ($M) among California Casualty Management Co. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$162M
Net Income-$16M
Employer EIN940575650
Plan Effective Date1936-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Casualty Management Company)

Sponsor-wide plan assets over time

All California Casualty Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$300M 4.6811536818306445% vs 2022
2024 filing year
$295M$300M$305M$310M$315M$320M 202220232024 $315M $300M ▼ -4.7%
Year Plans Participants Total Assets
2022 3 1,249 $315M
2023 3 1,056 $316M
2024 3 933 $300M

Nearby Defined Benefit (Pension) Plans in California

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

California Casualty Management Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Casualty Management Co. Pension Plan, Total assets ($B): 0.162252392 · Participants: 93California Casualty Management Co. Pension 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
California Casualty Management Co. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Casualty Management Co. Pension Plan side-by-side with 3 peers →

California Casualty Management Co. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Credit Agricole Corporate and Investment Bank Retirement Plan in NY ($162M); by covered participants it is Louis Dreyfus Pension Plan in CT (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Casualty Management Co. Pension Plan assets move in 2024? ▼
California Casualty Management Co. Pension Plan pulled back noticeably - down 9.0% during 2024, from $178M to $162M. Reported net income was -$16M.
How have California Casualty Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Casualty Management Company's sponsor-wide assets declined 4.7%, from $315M to $300M.
Where does California Casualty Management Co. Pension Plan rank by assets among Form 5500 filers? ▼
California Casualty Management Co. Pension 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 Defined Benefit (Pension) plans are similar in size to California Casualty Management Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Credit Agricole Corporate and Investment Bank Retirement Plan in NY ($162M, 159 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to California Casualty Management Co. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Louis Dreyfus Pension Plan in CT (93 participants, $82M 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 940575650.

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.