401(k) · DOL Form 5500 · 2024

Board of Trustees of California Machinists 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
1,848
Participants Near avg headcount
93rd
Percentile by assets National rank
$89,592
Avg per participant Below avg balance/head
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Official DOL plan name: California Machinists 401(k) Plan · Sponsored by Board of Trustees of California Machinists 401(k) Plan · California · Transportation & Warehousing

$166M in assets, 1,848 participants

Board of Trustees of California Machinists 401(k) Plan's California Machinists 401(k) Plan reported $166M in total assets and 1,848 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,023 in Transportation & Warehousing (3,299 peers)

Coverage in California

California Machinists 401(k) Plan covers 1,848 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $166M.

#3,023
in Transportation & Warehousing (3,299 peers)
+12.2%
assets growth YoY
1.7×
vs typical plan assets (national mean)

California Machinists 401(k) Plan's outsized position by total assets

California Machinists 401(k) Plan vs every filed plan by assets

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

$165,565,722 Top 7% higher than 93% 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 Machinists 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. California Machinists 401(k) Plan lands in the large band (1,848 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Machinists 401(k) Plan reported net income fell from $31M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • California Machinists 401(k) Plan reported participants rose from 1,340 in the plan year 2023 filing to 1,848 in the plan year 2024 filing.
  • California Machinists 401(k) Plan end-of-year assets rose from $148M in the plan year 2023 filing to $166M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943250849 · Board of Trustees of California Machinists 401(k) Plan PY 2024 · 401(k)

California Machinists 401(k) Plan · $166M · 1,848 · 93rd

  • EOY $166M
  • EOY 1,848
  • EOY 93rd
  • EOY 401(k)
  • EOY near Walgreens Puerto Rico Retirement Savings Plan
  • EOY ind #3023

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 Transportation & Warehousing retirement plans → · Plans in California →

California Machinists 401(k) Plan in the asset neighbourhood

Israel Discount Bank of New York Savings and Investment PlanIsrael Discount Bank of New …$166MLumeris 401(k) Plan$166MCalifornia Machinists 401(k) PlanCalifornia Machinists 401(k)…$166MWalgreens Puerto Rico Retirement Savings PlanWalgreens Puerto Rico Retire…$166MEuler Hermes North America Insurance Company Retirement Savings PlanEuler Hermes North America I…$166M
End-of-year total assets ($M) among California Machinists 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$166M
Net Income$18M
Employer EIN943250849
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of California Machinists 401(k) Plan)

Sponsor-wide plan assets over time

All Board of Trustees of California Machinists 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$166M 42.32588844054403% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $116M $166M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 1,366 $116M
2023 1 1,340 $148M
2024 1 1,848 $166M

Nearby 401(k) Plans in California

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

California Machinists 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants California Machinists 401(k) Plan, Total assets ($B): 0.165565722 · Participants: 1848California Machinists 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
California Machinists 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Machinists 401(k) Plan side-by-side with 3 peers →

California Machinists 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Walgreens Puerto Rico Retirement Savings Plan in IL ($166M); by covered participants it is Pacific Seafood Group 401(k) Profit Sharing Plan in OR (1,848 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,848 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 California Machinists 401(k) Plan assets move in 2024? ▼
California Machinists 401(k) Plan grew at a solid clip - up 12.2% during 2024, from $148M to $166M. Reported net income was $18M.
How have Board of Trustees of California Machinists 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of California Machinists 401(k) Plan's sponsor-wide assets grew 42.3%, from $116M to $166M.
Where does California Machinists 401(k) Plan rank by assets among Form 5500 filers? ▼
California Machinists 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to California Machinists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walgreens Puerto Rico Retirement Savings Plan in IL ($166M, 4,325 participants).
Which 401(k) plans cover a similar participant headcount to California Machinists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pacific Seafood Group 401(k) Profit Sharing Plan in OR (1,848 participants, $110M 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 943250849.

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.