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California Institute of Technology pension plans

California Institute of Technology, Pasadena, CA. EIN 95-1643307. Annual reports 2009–2024.

California Institute of Technology has 2 active retirement plans on file. The largest is the Caltech Base Retirement Plan, with 22,143 participants and $5.2 billion in assets in 2024. TIAA has been its recordkeeper since 2010.

Active plans
2
Participants
33,756
Plan assets
$7.6 billion
401(k) recordkeeper
TIAA
Plans on file
3
Industry
Education

All 3 plans

Active plans first

Caltech Base Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 95-1643307
Participants (2024)
22,143
Net assets (2024)
$5.2 billion
Recordkeeper
TIAA2010–2024
Plan administrator
California Institute of Technology
1200 E. California BLVD,, Mc 161-84
Pasadena, CA 91125
(626) 395-8487As filed for 2024
In effect since
November 1, 1921

Earlier plan names: California Institute of Technology Tiaa-Cref DC Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202422,143$5.2 billionTIAA
202322,250$4.8 billionTIAA
202221,847$4.2 billionTIAA
202120,455$4.8 billionTIAA
202020,573$4.3 billionTIAA
201920,412$3.8 billionTIAA
201820,063$3.3 billionTIAA
201719,580$3.4 billionTIAA
201618,896$3.0 billionTIAA
201518,469$2.8 billionTIAA
201425,502$2.8 billionTIAA
201317,783$2.6 billionTIAA
201217,710$2.3 billionTIAA
201117,681$2.1 billionTIAA
201017,469$2.1 billionTIAA
200917,109$1.9 billionnot listed

Caltech Voluntary Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
005Employer EIN 95-1643307
Participants (2024)
11,613
Net assets (2024)
$2.3 billion
Recordkeeper
TIAA2010–2024
Plan administrator
California Institute of Technology
1200 E. California BLVD,, Mc 161-84
Pasadena, CA 91125
(626) 395-8487As filed for 2024
In effect since
January 1, 2010

Earlier plan names: California Institute of Technology Erisa Tda Plan.

Year by year, 2010 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202411,613$2.3 billionTIAA
202311,725$2.0 billionTIAA
202211,331$1.7 billionTIAA
202110,887$1.9 billionTIAA
202010,557$1.6 billionTIAA
201910,331$1.3 billionTIAA
20189,693$977 millionnot listed
20179,011$929 millionnot listed
20168,235$715 millionnot listed
20157,251$570 millionnot listed
20146,281$471 millionnot listed
20136,112$373 millionnot listed
20125,778$251 millionTIAA
20115,570$159 millionnot listed
20105,316$96.4 millionTIAA

California Institute of Technology Pension Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2013, which means its assets were paid out or moved and it no longer exists.

Plan number
004Employer EIN 95-1643307
Participants (2012)
27
Net assets (2012)
$1.1 million
Plan administrator
California Institute of Technology
1200 E. California BLVD., Mail Code 161-84
Pasadena, CA 91125
(626) 395-3230As filed for 2013
In effect since
January 1, 1994
Year by year, 2009 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0not listed
201227$1.1 millionnot listed
201142$4.3 millionnot listed
201043$3.8 millionnot listed
200944$3.3 millionnot listed

If you had money in one of these plans

  1. Call TIAA (tiaa.org), which runs the Caltech Base Retirement 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.
  2. Or call the plan administrator listed on the plan below ((626) 395-8487). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  4. 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

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

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