Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Medical Insurance Exchange of California Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Medical Insurance Exchange of California Β· California Β· Finance & Insurance

What the 2023 filing shows

Medical Insurance Exchange of California Pension Plan holds $56M for 56 participants - about $998,163 per participant, up 6.6% over the 2024 plan year.

$56M
total plan assets (2024 EOY)
56
covered participants
$998,163
avg assets per participant
+6.6%
assets growth YoY
Total Assets (2023)
$56M
Participants
56
State
Industry
Finance & Insurance

What the Filing Says About Medical Insurance Exchange of California Pension Plan

Medical Insurance Exchange of California Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Medical Insurance Exchange of California, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $56M in total end-of-year assets and covers 56 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 942298312, and the plan has been effective since 1952-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $52M at the beginning of 2024 to $56M at year-end β€” a gain of 6.6%. Net assets (after liabilities) closed the year at $56M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$52M
Total Assets (End of Year)$56M
Net Assets (End of Year)$56M
Net Income$3M
Plan TypeDefined Benefit (Pension)
Employer EIN942298312
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the Medical Insurance Exchange of California Pension Plan?
As of the 2024 Form 5500 filing, Medical Insurance Exchange of California Pension Plan holds $56M in total assets with 56 participants. It is sponsored by Medical Insurance Exchange of California.
What type of plan is Medical Insurance Exchange of California Pension Plan?
Medical Insurance Exchange of California Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1952-01-01. The plan is filed with the U.S. Department of Labor under EIN 942298312.
Who sponsors the Medical Insurance Exchange of California Pension Plan?
Medical Insurance Exchange of California Pension Plan is sponsored by Medical Insurance Exchange of California, located in California. The sponsor's EIN is 942298312 and the plan operates in the Finance & Insurance industry.
How did Medical Insurance Exchange of California Pension Plan perform in 2024?
Medical Insurance Exchange of California Pension Plan grew by 6.6% during 2024, moving from $52M to $56M in total assets. Net income was $3M.
Where can I find official filings for Medical Insurance Exchange of California Pension Plan?
Official Form 5500 filings for Medical Insurance Exchange of California Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942298312 or plan name at efast.dol.gov.
How does Medical Insurance Exchange of California Pension Plan compare to other plans?
You can compare Medical Insurance Exchange of California Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 942298312.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.