401(k) · DOL Form 5500 · 2024
California Casualty Management Company 401(k) Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 579
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $199,310
- Avg per participant Above avg balance/head
Official DOL plan name: California Casualty Management Company Savings Investment Plan for Salaried Employees · Sponsored by California Casualty Management Company · California · Finance & Insurance
$115M in assets, 579 participants
California Casualty Management Company's California Casualty Management Company Savings Investment Plan for Salaried Employees reported $115M in total assets and 579 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,407 in Finance & Insurance (8,549 peers)
Where California Casualty Management Company Savings Investment Plan for Salaried Employees sits by assets
California Casualty Management Company Savings Investment Plan for Salaried Employees sits in the top 10% of all filed plans by assets, $115M for 579 participants (~$199,310/participant), down 0.2% in 2024.
- #7,407
- in Finance & Insurance (8,549 peers)
- -0.2%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $439K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
California Casualty Management Company Savings Investment Plan for Salaried Employees's outsized position by total assets
California Casualty Management Company Savings Investment Plan for Salaried Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$115,400,553 Top 9% higher than 91% 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
California Casualty Management Company Savings Investment Plan for Salaried 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 Management Company Savings Investment Plan for Salaried Employees sits mid-pack in the medium band (579 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- California Casualty Management Company Savings Investment Plan for Salaried Employees reported net income rose from -$1M in the plan year 2023 filing to -$439K in the plan year 2024 filing.
- California Casualty Management Company Savings Investment Plan for Salaried Employees reported participants fell from 639 in the plan year 2023 filing to 579 in the plan year 2024 filing.
- California Casualty Management Company Savings Investment Plan for Salaried Employees end-of-year assets fell from $116M in the plan year 2023 filing to $115M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 940575650 · California Casualty Management Company PY 2024 · 401(k)
California Casualty Management Company Savings Investment Plan for Salaried Employees · $115M · 579 · 91st
- PCT $115M
- PCT 579
- PCT 91st
- PCT 401(k)
- PCT near Roivant Sciences, Inc. 401(k) Plan
- PCT ind #7407
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 Company Savings Investment Plan for Salaried Employees in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | -$439K |
| Employer EIN | 940575650 |
| Plan Effective Date | 1953-01-02 |
| Filing Status | FILING 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
| 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.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
California Casualty Management Company Savings Investment Plan for Salaried Employees's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Roivant Sciences, Inc. 401(k) Plan in NY ($115M); by covered participants it is Triumph Foods, LLC 401(k) Plan in MO (579 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Roivant Sciences, Inc. 401(k) Plan (NY) $115M · 811
- Edmentum Savings and Retirement Plan (MN) $115M · 1,189
- Finn Partners, Inc. 401(k) Plan (NY) $115M · 818
- Plumbers & Steamfitters Local 434 and Mca Supplemental 401(k) (WI) $115M · 1,712
Similar participant headcount
Nearest other-state filings by covered participants (579 participants); asset peers above are excluded.
- Triumph Foods, LLC 401(k) Plan (MO) 579 · 0 off
- Collette Travel Profit Sharing/401(k) Plan & Trust (RI) 579 · 0 off
- Vivid Seats, LLC 401(k) Profit Sharing Plan (IL) 579 · 0 off
- Apellis Pharmaceuticals, Inc. 401(k) Plan (MA) 579 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.