Defined Benefit (Pension) · DOL Form 5500 · 2024
California School Employees Association Pension Plan
Data updated 2026-08-25
- $274M
- Total assets Near avg plan size
- 271
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: California School Employees Association Retirement Plan · Sponsored by California School Employees Association · California · Educational Services
$274M in assets, 271 participants
California School Employees Association's California School Employees Association Retirement Plan reported $274M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,372 in Educational Services (3,638 peers)
Coverage in California
California School Employees Association Retirement Plan covers 271 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $274M.
- #3,372
- in Educational Services (3,638 peers)
- +5.2%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
California School Employees Association Retirement Plan's outsized position by total assets
California School Employees Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$273,532,967 Top 5% higher than 95% 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 School Employees Association Retirement 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 School Employees Association Retirement Plan sits mid-pack in the medium band (271 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- California School Employees Association Retirement Plan reported net income fell from $27M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- California School Employees Association Retirement Plan reported participants rose from 246 in the plan year 2023 filing to 271 in the plan year 2024 filing.
- California School Employees Association Retirement Plan end-of-year assets rose from $260M in the plan year 2023 filing to $274M in the plan year 2024 filing.
DOL schedule card
Filing strip 941301733 · California School Employees Association PY 2024 · Defined Benefit (Pension)
California School Employees Association Retirement Plan · $274M · 271 · 95th
- PCT $274M
- PCT 271
- PCT 95th
- PCT Defined Benefit (Pension)
- PCT near IBEW Local 150 Pension Plan
- PCT ind #3372
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 School Employees Association Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $260M |
|---|---|
| Net Assets (End of Year) | $274M |
| Net Income | $13M |
| Employer EIN | 941301733 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California School Employees Association)
Sponsor-wide plan assets over time
All California School Employees Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $316M 18.926029305849983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 487 | $265M |
| 2023 | 2 | 503 | $297M |
| 2024 | 2 | 541 | $316M |
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 School Employees Association Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is IBEW Local 150 Pension Plan in KY ($273M); by covered participants it is Mw&e Cash Balance Plan in IL (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($274M here).
- IBEW Local 150 Pension Plan (KY) $273M · 677
- Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin (WI) $273M · 1,484
- Community Financial System, Inc. Pension Plan (NY) $273M · 2,422
- Retirement Plan for Employees of Mutual of America Life Insurance Co (NY) $274M · 818
Similar participant headcount
Nearest other-state filings by covered participants (271 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.