Money Purchase · DOL Form 5500 · 2022
California State University, Long Beach Research Foundation Money Purchase Plan
Data updated 2026-08-11
- $25M
- Total assets
- 122
- Participants
- 80th
- Percentile by assets
- $205,419
- Avg per participant
Official DOL plan name: California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan · Sponsored by California State University, Long Beach Research Foundation · California · Other Services
$25M in assets, 122 participants
California State University, Long Beach Research Foundation's California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan reported $25M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 80th percentile by assets (of 139,126 plans)
- #7,551 in Other Services (8,398 peers)
Coverage in California
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $25M.
- $25M
- total plan assets (2022 EOY)
- 122
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $205,419
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan reports 122 participants - about 19% of that state average ($25M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$4M |
| Employer EIN | 956106694 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California State University, Long Beach Research Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $25M |
| 2023 | 1 | 127 | $29M |
| 2024 | 1 | 128 | $31M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan by total assets, not by location.
- Au Medical Associates Employees' Money Purchase Pension Plan (GA) $25M · 241
- International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan (OH) $25M · 141
- Ramsey Clinic & Ramsey Foundation Employees Pension Plan (MN) $25M · 65
- Quality Insights Inc. Money Purchase Pension Plan (WV) $25M · 121
Frequently Asked Questions
How did California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan assets move in 2022? ▼
How have California State University, Long Beach Research Foundation plan assets changed over time? ▼
Where does California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan? ▼
Next read for California State University - Long Beach…
Filing takeaways
Ways to act on California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan's numbers.
- By total assets, California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- California State University, Long Beach Research Foundation's sponsor-wide assets have grown 22.1% since 2022 across 3 plan years on file. More Other Services plans