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
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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

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

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.

See the national 2023→2024 release diff →

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

Division 1181 Atu - Ny Employees Pension Fund and PlanDivision 1181 Atu - Ny Emplo…$825MWestern PA Electrical Employees Pension Trust FundWestern PA Electrical Employ…$823MCsaa Insurance Group Cash Balance Retirement PlanCsaa Insurance Group Cash Ba…$822MThe Employee Retirement Plan of Group Health Plan,The Employee Retirement Plan…$819MPlumbers' & Pipefitters' Local Union 562 Pension FundPlumbers' & Pipefitters' Loc…$818M
End-of-year total assets ($M) among Csaa Insurance Group Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$785M
Net Assets (End of Year)$754M
Net Income$26M
Employer EIN464417209
Plan Effective Date1944-12-08
Filing StatusFILING 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
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.38B $1.69B ▲ +22.5%
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.

Csaa Insurance Group Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Csaa Insurance Group Cash Balance Retirement Plan, Total assets ($B): 0.8217641 · Participants: 1984Csaa Insurance Group Cash Balance Retirement 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
Csaa Insurance Group Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (1,984 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 Csaa Insurance Group Cash Balance Retirement Plan assets move in 2024?
Csaa Insurance Group Cash Balance Retirement Plan edged up modestly - up 4.7% during 2024, from $785M to $822M. Reported net income was $26M.
How have Csaa Insurance Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Csaa Insurance Services, Inc.'s sponsor-wide assets grew 22.8%, from $1.4B to $1.7B.
Where does Csaa Insurance Group Cash Balance Retirement Plan rank by assets among Form 5500 filers?
Csaa Insurance Group Cash Balance Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Csaa Insurance Group Cash Balance Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Western PA Electrical Employees Pension Trust Fund in PA ($823M, 2,603 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Csaa Insurance Group Cash Balance Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Steamfitters Industry Pension Fund in NY (1,981 participants, $461M in assets).