California Jockey Retirement Board retirement plan: assets, participants and fees
What California Jockey Retirement Board's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Ins Co of Am | Schedule C ↗ |
| Independent auditor | Miller Kaplan Arase LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 152 defined-contribution plans in arts, entertainment, and recreation with 500 to 999 participants.
| California Jockey Retirement Board: employer contribution per participant | $1,942 | |
| Peer median | $1,733 |
| California Jockey Retirement Board: average balance | $30,242 | |
| Peer median | $56,463 |
| California Jockey Retirement Board: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.26% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.9M at the end of plan year 2021 to $15.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 517 | $15.6M | $1M | $1,942 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 498 | $13.8M | $1M | $2,008 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 557 | $11.6M | $1000K | $1,984 | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 537 | $12.9M | $1M | $2,070 | 0.66% | Not published | Form 5500 ↗ |
Common questions
Does California Jockey Retirement Board match 401(k) contributions?
The match terms for the California Horse Racing Board Defined Contribution Retirement Plan for California Licensed Jockeys have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $1,942 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the California Jockey Retirement Board 401(k) match vested?
The vesting schedule for the California Horse Racing Board Defined Contribution Retirement Plan for California Licensed Jockeys is not in the data published so far. Your Summary Plan Description states it.
Who manages the California Jockey Retirement Board 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins Co of Am. The plan administrator is California Jockey Retirement Board.
I left California Jockey Retirement Board. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (California Jockey Retirement Board, (916) 442-5999) or the recordkeeper, Empower Annuity Ins Co of Am. The California Jockey Retirement Board old 401(k) page lists the contacts from every plan filing. Find an old California Jockey Retirement Board 401(k)
Data from the public Form 5500 annual reports California Jockey Retirement Board filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with California Jockey Retirement Board. Not financial advice. Report a correction · Methodology