Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of California Teachers Assoc Employees Retirement Pension Plan
Data updated 2026-08-25
- $422M
- Total assets Above avg plan size
- 483
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $873,717
- Avg per participant High balance/head
Official DOL plan name: California Teachers Association Employees Retirement Benefits Plan · Sponsored by Board of Trustees of California Teachers Assoc Employees Retirement · California · Educational Services
$422M in assets, 483 participants
Board of Trustees of California Teachers Assoc Employees Retirement's California Teachers Association Employees Retirement Benefits Plan reported $422M in total assets and 483 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,460 in Educational Services (3,638 peers)
Where California Teachers Association Employees Retirement Benefits Plan sits by assets
California Teachers Association Employees Retirement Benefits Plan sits in the top 5% of all filed plans by assets, $422M for 483 participants (~$873,717/participant), up 7.1% in 2024.
- #3,460
- in Educational Services (3,638 peers)
- +7.1%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
California Teachers Association Employees Retirement Benefits Plan's outsized position by total assets
California Teachers Association Employees Retirement Benefits Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$422,005,544 Top 3% higher than 97% 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 Teachers Association Employees Retirement Benefits Plan 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 Teachers Association Employees Retirement Benefits Plan sits mid-pack in the medium band (483 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- California Teachers Association Employees Retirement Benefits Plan end-of-year assets rose from $394M in the plan year 2023 filing to $422M in the plan year 2024 filing.
- California Teachers Association Employees Retirement Benefits Plan reported participants fell from 508 in the plan year 2023 filing to 483 in the plan year 2024 filing.
DOL schedule card
Filing strip 680427229 · Board of Trustees of California Teachers Assoc Employees Retirement PY 2024 · Defined Benefit (Pension)
California Teachers Association Employees Retirement Benefits Plan · $422M · 483 · 97th
- VS-ST $422M
- VS-ST 483
- VS-ST 97th
- VS-ST Defined Benefit (Pension)
- VS-ST near Allete & Affiliated Companies Retirement Plan C
- VS-ST ind #3460
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 Educational Services retirement plans → · Plans in California →
California Teachers Association Employees Retirement Benefits Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $394M |
|---|---|
| Net Assets (End of Year) | $421M |
| Net Income | $27M |
| Employer EIN | 680427229 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of California Teachers Assoc Employees Retirement)
Sponsor-wide plan assets over time
All Board of Trustees of California Teachers Assoc Employees Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $422M 15.201114808927322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 502 | $366M |
| 2023 | 1 | 508 | $394M |
| 2024 | 1 | 483 | $422M |
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
California Teachers Association Employees Retirement Benefits Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Allete & Affiliated Companies Retirement Plan C in MN ($422M); by covered participants it is Huntsman Defined Benefit Pension Plan in TX (484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($422M here).
- Allete & Affiliated Companies Retirement Plan C (MN) $422M · 160
- Sheet Metal Workers Local Union No. 80 Pension Fund (MI) $422M · 1,303
- Sw Oh Regional Council of Carpenters Pension Plan (MI) $421M · 1,587
- Consolidated Communications Retirement Plan (TX) $421M · 1,309
Similar participant headcount
Nearest other-state filings by covered participants (483 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.