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CALIFORNIA PUBLIC EMPLOYERS LABOR RELATIONS ASSOCIATION — CALPELRA 401K PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250115125400NAL0043479954001
CALIFORNIA PUBLIC EMPLOYERS LABOR RELATIONS ASSOCIATION
Form 5500-SF
FILING_RECEIVED
CALPELRA 401K PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIFORNIA PUBLIC EMPLOYERS LABOR RELATIONS ASSOCIATION
.
Find decision makers
Plan sponsor
Name
CALIFORNIA PUBLIC EMPLOYERS LABOR RELATIONS ASSOCIATION
EIN
94-2751174
Address
39899 BALENTINE DRIVE, SUITE 368 · NEWARK, CA · 94560
Phone
(925) 400-6322
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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NEW ISRAEL FUND
NEW ISRAEL FUND RETIREMENT PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 30 participants
FINANCIAL PLANNING STANDARDS BOARD LTD.
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$88.3B
