401(k) · DOL Form 5500 · 2024

Csaa Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$872M
Total assets Above avg plan size
3,587
Participants Above avg headcount
98th
Percentile by assets National rank
$243,175
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Csaa Insurance Group 401(k) Plan · Sponsored by Csaa Insurance Services, Inc. · California · Finance & Insurance

$872M in assets, 3,587 participants

Csaa Insurance Services, Inc.'s Csaa Insurance Group 401(k) Plan reported $872M in total assets and 3,587 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,270 in Finance & Insurance (8,549 peers)

Coverage in California

Csaa Insurance Group 401(k) Plan covers 3,587 participants in California, 5.7x the typical California plan (state average ~630 per filing). Assets: $872M.

#8,270
in Finance & Insurance (8,549 peers)
+15.5%
assets growth YoY
8.8×
vs typical plan assets (national mean)

Csaa Insurance Group 401(k) Plan's outsized position by total assets

Csaa Insurance Group 401(k) Plan vs every filed plan by assets

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

$872,269,392 Top 2% higher than 98% 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

Csaa Insurance Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Csaa Insurance Group 401(k) Plan lands in the large band (3,587 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Csaa Insurance Group 401(k) Plan end-of-year assets rose from $755M in the plan year 2023 filing to $872M in the plan year 2024 filing.
  • Csaa Insurance Group 401(k) Plan reported net income rose from $108M in the plan year 2023 filing to $117M in the plan year 2024 filing.
  • Csaa Insurance Group 401(k) Plan reported participants rose from 3,444 in the plan year 2023 filing to 3,587 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 464417209 · Csaa Insurance Services, Inc. PY 2024 · 401(k)

Csaa Insurance Group 401(k) Plan · $872M · 3,587 · 98th

  • PCT $872M
  • PCT 3,587
  • PCT 98th
  • PCT 401(k)
  • PCT near Excellus 401(k) Plan
  • PCT ind #8270

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 →

Csaa Insurance Group 401(k) Plan in the asset neighbourhood

Scripps Retirement and Investment PlanScripps Retirement and Inves…$874MPay Deferral and Savings Plan of Hines Interests Limited PartnershipPay Deferral and Savings Pla…$873MCsaa Insurance Group 401(k) PlanCsaa Insurance Group 401(k) …$872MExcellus 401(k) Plan$872MCatalent Pharma Solutions, Inc. 401(k) PlanCatalent Pharma Solutions, I…$871M
End-of-year total assets ($M) among Csaa Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$755M
Net Assets (End of Year)$872M
Net Income$117M
Employer EIN464417209
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csaa Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Csaa Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 22.763905433606954% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.38B $1.69B ▲ +22.5%
Year Plans Participants Total Assets
2022 2 5,566 $1.4B
2023 2 5,596 $1.5B
2024 2 5,571 $1.7B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Csaa Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Csaa Insurance Group 401(k) Plan, Total assets ($B): 0.872269392 · Participants: 3587Csaa Insurance Group 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Csaa Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Csaa Insurance Group 401(k) Plan side-by-side with 3 peers →

Csaa Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Excellus 401(k) Plan in NY ($872M); by covered participants it is The Profit Sharing and 401(k) Plan in OH (3,587 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($872M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,587 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.

Frequently Asked Questions

How did Csaa Insurance Group 401(k) Plan assets move in 2024? ▼
Csaa Insurance Group 401(k) Plan grew sharply - up 15.5% during 2024, from $755M to $872M. Reported net income was $117M.
How have Csaa Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csaa Insurance Services, Inc.'s sponsor-wide assets grew 22.8%, from $1.4B to $1.7B.
Where does Csaa Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Csaa Insurance Group 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Csaa Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Excellus 401(k) Plan in NY ($872M, 4,495 participants).
Which 401(k) plans cover a similar participant headcount to Csaa Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Profit Sharing and 401(k) Plan in OH (3,587 participants, $163M 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 464417209.

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.