Money Purchase · DOL Form 5500 · 2022
California State University, Long Beach Research Foundation Money Purchase Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $205,419
- Avg per participant Above avg balance/head
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.
- #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.
- #7,551
- in Other Services (8,398 peers)
- -14.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan's outsized position by total assets
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,061,146 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (122 participants).
Published 5500 schedule card
Filing strip 956106694 · California State University, Long Beach Research Foundation PY 2022 · Money Purchase
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan · $25M · 122 · 80th
- BOY $25M
- BOY 122
- BOY 80th
- BOY Money Purchase
- BOY near Au Medical Associates Employees' Money Purchase Pension Plan
- BOY ind #7551
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in California →
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All California State University, Long Beach Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 22.136290176035843% vs 2022
- 2024 filing year
| 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.
- 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
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Au Medical Associates Employees' Money Purchase Pension Plan in GA ($25M); by covered participants it is N.T.E.U. Money Purchase Plan in DC (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- N.T.E.U. Money Purchase Plan (DC) 122 · 0 off
- Epstein Becker & Green, P.C. Target Benefit Plan (NY) 123 · 1 off
- Retirement Plan for Lawyers of Debevoise & Plimpton LLP (NY) 121 · 1 off
- Nippon Life Group Money Purchase Plan (NY) 123 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.