Defined Benefit (Pension) · DOL Form 5500 · 2024
Csaa Insurance Services, Inc. Pension Plan
Data updated 2026-08-25
- $822M
- Total assets Above avg plan size
- 1,984
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $414,196
- Avg per participant High balance/head
Official DOL plan name: Csaa Insurance Group Cash Balance Retirement Plan · Sponsored by Csaa Insurance Services, Inc. · California · Finance & Insurance
$822M in assets, 1,984 participants
Csaa Insurance Services, Inc.'s Csaa Insurance Group Cash Balance Retirement Plan reported $822M in total assets and 1,984 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,260 in Finance & Insurance (8,549 peers)
Coverage in California
Csaa Insurance Group Cash Balance Retirement Plan covers 1,984 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $822M.
- #8,260
- in Finance & Insurance (8,549 peers)
- +4.7%
- assets growth YoY
- 8.2×
- vs typical plan assets (national mean)
Csaa Insurance Group Cash Balance Retirement Plan's outsized position by total assets
Csaa Insurance Group Cash Balance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$821,764,100 Top 2% higher than 98% 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
Csaa Insurance Group Cash Balance Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Csaa Insurance Group Cash Balance Retirement Plan lands in the large band (1,984 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Csaa Insurance Group Cash Balance Retirement Plan reported participants fell from 2,152 in the plan year 2023 filing to 1,984 in the plan year 2024 filing.
- Csaa Insurance Group Cash Balance Retirement Plan end-of-year assets rose from $785M in the plan year 2023 filing to $822M in the plan year 2024 filing.
- Csaa Insurance Group Cash Balance Retirement Plan reported net income rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 464417209 · Csaa Insurance Services, Inc. PY 2024 · Defined Benefit (Pension)
Csaa Insurance Group Cash Balance Retirement Plan · $822M · 1,984 · 98th
- PART $822M
- PART 1,984
- PART 98th
- PART Defined Benefit (Pension)
- PART near Western PA Electrical Employees Pension Trust Fund
- PART ind #8260
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 →
Csaa Insurance Group Cash Balance Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $785M |
|---|---|
| Net Assets (End of Year) | $754M |
| Net Income | $26M |
| Employer EIN | 464417209 |
| Plan Effective Date | 1944-12-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Csaa Insurance Services, Inc.)
Sponsor-wide plan assets over time
All Csaa Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 22.763905433606954% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,566 | $1.4B |
| 2023 | 2 | 5,596 | $1.5B |
| 2024 | 2 | 5,571 | $1.7B |
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
Csaa Insurance Group 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 Western PA Electrical Employees Pension Trust Fund in PA ($823M); by covered participants it is Steamfitters Industry Pension Fund in NY (1,981 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($822M here).
- Western PA Electrical Employees Pension Trust Fund (PA) $823M · 2,603
- The Employee Retirement Plan of Group Health Plan, (MN) $819M · 1,656
- Division 1181 Atu - Ny Employees Pension Fund and Plan (NY) $825M · 6,025
- Plumbers' & Pipefitters' Local Union 562 Pension Fund (MO) $818M · 2,636
Similar participant headcount
Nearest other-state filings by covered participants (1,984 participants); asset peers above are excluded.
- Steamfitters Industry Pension Fund (NY) 1,981 · 3 off
- Cleveland Bakers and Teamsters Pension Fund (OH) 1,990 · 6 off
- Dtts Pension Plan (NY) 1,978 · 6 off
- Pension Plan for the Washington Post and Companies (WA) 1,974 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.