Plan Ledger DOL Form 5500 · updated monthly

California Casualty Management Company401(k)

CALIFORNIA CASUALTY MANAGEMENT COMPANY SAVINGS INVESTMENT PLAN FOR SALARIED EMPLOYEES · SAN MATEO, CA · plan year 2022

Reported admin expense ratio · 2022
0.06%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

California Casualty Management Company reported $87,578 in plan administrative expenses for 2022: 0.06% of average plan assets, below the peer median. Employer contributions averaged $3,147 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.063% to 0.059%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 885th-largest of 9,483 plans among California employers on file, and the 888th of 4,798 in finance & insurance. In 2022, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$116,830,584
Participants with balances582
Active participants639
Employer contributions$2,011,179
Employee contributions$3,650,547
Employer contribution per active participant$3,147
Average account balance$200,740
Benefits paid to participants$22,655,916
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN PC
Plan history3
Yearassets · accounts · employer contribution
2024$115.4M · 462 accts · $997K emplr
2023$115.6M · 505 accts · $677K emplr
2022$116.8M · 582 accts · $2.0M emplr
Administrative expenses, itemized · 2022
Investment management$53,821
Total administrative$87,578
The California Casualty Management Company 401(k) match · 2022
Employer contribution per active participant$3,147
Median for plans this size$3,449
2024$1,755 per active participant
2023$1,168 per active participant
2022$3,147 per active participant

California Casualty Management Company's 2022 employer contribution ran below the $3,449 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$68,457 · 0.06%
2023$59,974 · 0.05%
2022$87,578 · 0.06%
All plans at this employer2
CALIFORNIA CASUALTY MANAGEMENT COMPANY SAVINGS INVESTMENT PLAN FOR SALARIED EMPLOYEES401(k)
CALIFORNIA CASUALTY SAVINGS INVESTMENT PLAN FOR HOURLY EMPLOYEES401(k)
Same employer
Similar plansFinance & Insurance · California
Patelco Credit Union CA$127.7M · 0.34%
Payden & Rygel CA$124.3M · 0.10%
California Credit Union CA$123.3M · 0.05%
Newfront CA$116.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940575650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.