401(k) · DOL Form 5500 · 2024

California Casualty Management Company 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
261
Participants Below avg headcount
73rd
Percentile by assets National rank
$87,145
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: California Casualty Savings Investment Plan for Hourly Employees · Sponsored by California Casualty Management Company · California · Finance & Insurance

$23M in assets, 261 participants

California Casualty Management Company's California Casualty Savings Investment Plan for Hourly Employees reported $23M in total assets and 261 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,992 in Finance & Insurance (8,549 peers)

Coverage in California

California Casualty Savings Investment Plan for Hourly Employees covers 261 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $23M.

#4,992
in Finance & Insurance (8,549 peers)
+4.3%
assets growth YoY

California Casualty Savings Investment Plan for Hourly Employees's outsized position by total assets

California Casualty Savings Investment Plan for Hourly Employees vs every filed plan by assets

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

$22,744,871 Top 27% higher than 73% 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 Savings Investment Plan for Hourly Employees 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 Casualty Savings Investment Plan for Hourly Employees sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Casualty Savings Investment Plan for Hourly Employees reported net income rose from $933K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • California Casualty Savings Investment Plan for Hourly Employees reported participants fell from 287 in the plan year 2023 filing to 261 in the plan year 2024 filing.
  • California Casualty Savings Investment Plan for Hourly Employees end-of-year assets rose from $22M in the plan year 2023 filing to $23M 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 · 401(k)

California Casualty Savings Investment Plan for Hourly Employees · $23M · 261 · 73rd

  • PCT $23M
  • PCT 261
  • PCT 73rd
  • PCT 401(k)
  • PCT near Outside 401(k) Retirement Plan
  • PCT ind #4992

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 Savings Investment Plan for Hourly Employees in the asset neighbourhood

Outside 401(k) Retirement PlanOutside 401(k) Retirement Pl…$23MOzinga Ready Mix Concrete, Inc. Retirement PlanOzinga Ready Mix Concrete, I…$23MCalifornia Casualty Savings Investment Plan for Hourly EmployeesCalifornia Casualty Savings …$23MUnited Bank of Michigan Savings PlanUnited Bank of Michigan Savi…$23MAppalachian Orthopaedic Associates P.C. 401(k) Profit Sharing PlanAppalachian Orthopaedic Asso…$23M
End-of-year total assets ($M) among California Casualty Savings Investment Plan for Hourly Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN940575650
Plan Effective Date2005-01-01
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 401(k) Plans in California

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

California Casualty Savings Investment Plan for Hourly Employees vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants California Casualty Savings Investment Plan for Hourly Employees, Total assets ($B): 0.022744871 · Participants: 261California Casualty Savings Investment Plan for Hourly EmployeesGoogle 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 Casualty Savings Investment Plan for Hourly Employees vs. nearby 401(k) plans in California, assets vs. participants
Compare California Casualty Savings Investment Plan for Hourly Employees side-by-side with 3 peers →

California Casualty Savings Investment Plan for Hourly Employees's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Outside 401(k) Retirement Plan in CO ($23M); by covered participants it is Spencer Savings Bank Sla Savings Retirement Plan in NJ (261 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Savings Investment Plan for Hourly Employees assets move in 2024? ▼
California Casualty Savings Investment Plan for Hourly Employees edged up modestly - up 4.3% during 2024, from $22M to $23M. Reported net income was $1M.
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.
Which 401(k) plans are similar in size to California Casualty Savings Investment Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by assets is Outside 401(k) Retirement Plan in CO ($23M, 313 participants).
Which 401(k) plans cover a similar participant headcount to California Casualty Savings Investment Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Spencer Savings Bank Sla Savings Retirement Plan in NJ (261 participants, $47M 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.