Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of California Teachers Assoc Employees Retirement Pension Plan
Data updated 2026-08-11
- $422M
- Total assets
- 483
- Participants
- 97th
- Percentile by assets
- $873,717
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $422M
- total plan assets (2024 EOY)
- 483
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $873,717
- avg assets per participant
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.
California Teachers Association Employees Retirement Benefits Plan vs the 2024 asset distribution
By assets, California Teachers Association Employees Retirement Benefits Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.2x the national average plan size of $100M (721 average participants).
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)
| 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.
California Teachers Association Employees Retirement Benefits Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to California Teachers Association Employees Retirement Benefits Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did California Teachers Association Employees Retirement Benefits Plan assets move in 2024? ▼
How have Board of Trustees of California Teachers Assoc Employees Retirement plan assets changed over time? ▼
Where does California Teachers Association Employees Retirement Benefits Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to California Teachers Association Employees Retirement Benefits Plan? ▼
Next read for California Teachers Association Employee…
Scale reading
Ways to act on California Teachers Association Employees Retirement Benefits Plan's numbers.
- By total assets, California Teachers Association Employees Retirement Benefits Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees of California Teachers Assoc Employees Retirement's sponsor-wide assets have grown 15.2% since 2022 across 3 plan years on file. More Educational Services plans