Plan5500

The California Endowment — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The California Endowment (EIN 95-4523232) is a plan sponsor located in Los Angeles, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-4523232
Location
Los Angeles, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The California Endowment

  • 3 loaded plans hold $77.8M in reported assets.
  • The largest, The California Endowment 401(K), holds 71% of this company's reported plan assets.
  • Plans cover 611 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$77.8MSummed across loaded plans$77,802,070
Total reported assets$77.8M$77,802,070
Total reported participants611
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$77.8M total assets
Net assets$77.8MLiabilities$0
Contributions & income
Employer contributions$2.7M
Participant contributions$1.9M
Total income / additions$16M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4.1M
Net increase / (decrease)$12M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets71%The California Endowment 401(K)
Participants per plan204Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The California Endowment 401(K)$55.5M
    Plan #001 · 241 participants · 2023
  2. 2
    The California Endowment Cash Balance Plan$22.3M
    Plan #004 · 224 participants · 2023
  3. 3
    The California Endowment Flexible Benefits Plannot reported in the loaded dataset
    Plan #503 · 146 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The California Endowment. Open one for its full reported snapshot.

  1. 2023
    The California Endowment Cash Balance Plan224 participants · 2Sch HSch C
    View filing →
  2. 2023
    The California Endowment 401(K)241 participants · 2Sch HSch C
    View filing →
  3. 2023
    The California Endowment Flexible Benefits Plan146 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The California Endowment report on Form 5500?
The California Endowment (EIN 95-4523232) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The California Endowment?
The Employer Identification Number (EIN) reported for The California Endowment is 95-4523232.
What is the latest Form 5500 filing year for The California Endowment?
The latest loaded Form 5500 filing year for The California Endowment is 2023.

Related Form 5500 pages