401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$166M
Total assets
1,848
Participants
93rd
Percentile by assets
$89,592
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$166M
total plan assets (2024 EOY)
1,848
covered participants
93rd
percentile by assets (of 123,622 plans)
$89,592
avg assets per participant

Where California Machinists 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Transportation & Warehousing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. California Machinists 401(k) Plan reports 1,848 participants - 2.9x that state average ($166M EOY assets).

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)

$100M$120M$140M$160M$180M 202220232024 $116M $166M ▲ +42.3%
Total plan assets by year, all Board of Trustees of California Machinists 401(k) Plan plans on file
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 ($B) Participants California Machinist…, Total assets ($B): 0.165565722 · Participants: 1848California Machinist…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to California Machinists 401(k) Plan by total assets, not by location.

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).

Next read for California Machinists 401(k) Plan

Filing takeaways

Ways to act on California Machinists 401(k) Plan's numbers.

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.