Defined Benefit (Pension) · DOL Form 5500 · 2024

California Wealth Advisors Pension Plan

Data updated 2026-08-25

$433K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$108,331
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: California Wealth Advisors Cash Balance Pension Plan · Sponsored by California Wealth Advisors · California · Finance & Insurance

$433K in assets, 4 participants

California Wealth Advisors's California Wealth Advisors Cash Balance Pension Plan reported $433K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

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

California Wealth Advisors multi-year trail

California Wealth Advisors's plans moved +134.0% in assets from 2022 to 2024; this filing shows California Wealth Advisors Cash Balance Pension Plan at $433K / 4 participants.

#733
in Finance & Insurance (8,549 peers)
+65.1%
assets growth YoY

California Wealth Advisors Cash Balance Pension Plan among the smaller filed plans by assets

California Wealth Advisors Cash Balance Pension Plan vs every filed plan by assets

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

$433,323 17th percentile higher than 17% 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 Wealth Advisors Cash Balance Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Wealth Advisors Cash Balance Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Wealth Advisors Cash Balance Pension Plan reported net income rose from $77K in the plan year 2023 filing to $171K in the plan year 2024 filing.
  • California Wealth Advisors Cash Balance Pension Plan end-of-year assets rose from $262K in the plan year 2023 filing to $433K in the plan year 2024 filing.
  • California Wealth Advisors Cash Balance Pension Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 474312105 · California Wealth Advisors PY 2024 · Defined Benefit (Pension)

California Wealth Advisors Cash Balance Pension Plan · $433K · 4 · 17th

  • 5500 $433K
  • 5500 4
  • 5500 17th
  • 5500 Defined Benefit (Pension)
  • 5500 near Laing Companies Cash Balance Plan
  • 5500 ind #733

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 Wealth Advisors Cash Balance Pension Plan in the asset neighbourhood

Laing Companies Cash Balance PlanLaing Companies Cash Balance…$437KCalifornia Wealth Advisors Cash Balance Pension PlanCalifornia Wealth Advisors C…$433KUfcw Local 174 Commercial Pension FundUfcw Local 174 Commercial Pe…$429KPension Plan and Trust for Union EmployeesPension Plan and Trust for U…$429KGel Spice Co., Inc. Union Pension PlanGel Spice Co., Inc. Union Pe…$423K
End-of-year total assets ($M) among California Wealth Advisors Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California Wealth Advisors multi-year asset trail

Sponsor-wide plan assets over time

All California Wealth Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$433K 134.03888738860383% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.19M $0.43M ▲ +126.3%
Year Plans Participants Total Assets
2022 1 2 $185K
2023 1 3 $262K
2024 1 4 $433K

California Wealth Advisors filing trail (2024)

Total Assets (Beginning of Year)$262K
Net Assets (End of Year)$433K
Net Income$171K
Employer EIN474312105
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

California Wealth Advisors Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Wealth Advisors Cash Balance Pension Plan, Total assets ($B): 0.000433323 · Participants: 4California Wealth Advisors Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
California Wealth Advisors Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Wealth Advisors Cash Balance Pension Plan side-by-side with 3 peers →

California Wealth Advisors Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Laing Companies Cash Balance Plan in OR ($437K); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($433K here).

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 Wealth Advisors Cash Balance Pension Plan assets move in 2024? ▼
California Wealth Advisors Cash Balance Pension Plan surged - up 65.1% during 2024, from $262K to $433K. Reported net income was $171K.
How have California Wealth Advisors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Wealth Advisors's sponsor-wide assets grew 134.0%, from $185K to $433K.
Where does California Wealth Advisors Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
California Wealth Advisors Cash Balance Pension Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to California Wealth Advisors Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laing Companies Cash Balance Plan in OR ($437K, 110 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to California Wealth Advisors Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A 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 474312105.

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.