Caes Systems 401(k) plan

Caes Systems LLC, San Jose, CA. EIN 88-2464197. Annual reports 2009–2023. Also filed as Cobham Management Services Inc.; Cobham Advanced Electronic Solutions, Inc.; Cobham Advanced Electronic Solutions Inc.

Caes Systems LLC has one active retirement plan on file, the Caes 401(k) Plan, with 5,668 participants and $765 million in assets in 2023. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Caes Systems's filings since 2009.

Active plans: 1
Participants: 5,668
Plan assets: $765 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Manufacturing

The plan

Caes 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 001Employer EIN 88-2464197
Participants (2023): 5,668
Net assets (2023): $765 million
Recordkeeper: Fidelity2009–2023
Plan administrator: Caes Systems LLC
5300 Hellyer Avenue
San Jose, CA 95138
(833) 222-3747As filed for 2023
In effect since: May 20, 2005

Plans merged into this one: Aeroflex Incorporated Employees' 401(k) Plan (2015); Carleton Technologies Inc. 401K Plan (2011).

Earlier sponsors: Cobham Management Services Inc. (2009–2019); Cobham Advanced Electronic Solutions, Inc. (2020–2021).

Earlier plan names: Cobham United States 401(k) Plan; Cobham United States 401K Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	5,668	$765 million	Fidelity
2022	5,803	$774 million	Fidelity
2021	5,851	$970 million	Fidelity
2020	6,349	$930 million	Fidelity
2019	6,372	$795 million	Fidelity
2018	6,545	$676 million	Fidelity
2017	6,404	$746 million	Fidelity
2016	6,219	$654 million	Fidelity
2015	7,112	$666 million	Fidelity
2014	4,870	$477 million	Fidelity
2013	5,027	$464 million	Fidelity
2012	5,167	$397 million	Fidelity
2011	5,439	$359 million	Fidelity
2010	5,362	$318 million	Fidelity
2009	4,441	$259 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Caes 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((833) 222-3747). That number was filed for 2023; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Caes 401(k) Plan

If you had money in one of these plans

What these numbers are

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