Plan Ledger DOL Form 5500 · updated monthly

California Teachers Association401(k)

CALIFORNIA TEACHERS ASSOCIATION 401(K) PLAN · BURLINGAME, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

California Teachers Association reported $109,909 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $5,148 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 0.11% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 664th-largest of 9,483 plans among California employers on file, and the 341st of 3,091 in educational services. In 2024, employees put in $2.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$160,653,114
Participants with balances499
Active participants388
Employer contributions$1,997,306
Employee contributions$5,463,556
Employer contribution per active participant$5,148
Average account balance$321,950
Benefits paid to participants$14,649,300
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$160.7M · 499 accts · $2.0M emplr
2023$148.1M · 502 accts · $1.9M emplr
2022$129.8M · 503 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,577
Investment management$332
Total administrative$109,909
The California Teachers Association 401(k) match · 2024
Employer contribution per active participant$5,148
Median for plans this size$3,635
2024$5,148 per active participant
2023$4,941 per active participant
2022$4,711 per active participant

California Teachers Association's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CHARLES SCHWAB & CO,, INC. · Investment advisory (participants) · Securities brokerage$332

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$109,909 · 0.07%
2023$113,244 · 0.08%
2022$164,273 · 0.11%
Same employer
Similar plansEducational Services · California
Pitzer College CA$151.5M · 0.02%
Whittier College CA$145.2M · 0.10%
Ixl Learning, Inc. CA$142.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940362310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.