Other · DOL Form 5500 · 2022

Pepperdine University Retirement Plan

Data updated 2026-08-25

$509M
Total assets Above avg plan size
1,845
Participants Near avg headcount
98th
Percentile by assets National rank
$275,992
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pepperdine University Retirement Plan · Sponsored by Pepperdine University · California · Educational Services

$509M in assets, 1,845 participants

Pepperdine University's Pepperdine University Retirement Plan reported $509M in total assets and 1,845 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,905 in Educational Services (4,024 peers)

Coverage in California

Pepperdine University Retirement Plan covers 1,845 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $509M.

#3,905
in Educational Services (4,024 peers)
-17.1%
assets change YoY
5.1×
vs typical plan assets (national mean)

The plan reported a net loss of $105M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pepperdine University Retirement Plan's outsized position by total assets

Pepperdine University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$509,205,381 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pepperdine University Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepperdine University Retirement Plan lands in the large band (1,845 participants).

EBSA filing schedule strip

Filing strip 951644037 · Pepperdine University PY 2022 · Other

Pepperdine University Retirement Plan · $509M · 1,845 · 98th

  • EBSA $509M
  • PART 1,845
  • TYPE 98th
  • NET Other
  • BOOK near Samaritan Health Services Tax Sheltered Annuity Pl
  • VS-ST ind #3905

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 Educational Services retirement plans → · Plans in California →

Pepperdine University Retirement Plan in the asset neighbourhood

Devereux Defined Contribution Retirement PlanDevereux Defined Contributio…$512MSamaritan Health Services Tax Sheltered Annuity PlSamaritan Health Services Ta…$510MPepperdine University Retirement PlanPepperdine University Retire…$509MIllinois Institute of Technology Tax Deferred Annuity PlanIllinois Institute of Techno…$506MThe Retirementplus Retirement Plan for Employees of Mount AuburnThe Retirementplus Retiremen…$505M
End-of-year total assets ($M) among Pepperdine University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$614M
Net Assets (End of Year)$509M
Net Income-$105M
Employer EIN951644037
Plan Effective Date1946-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepperdine University)

Sponsor-wide plan assets over time

All Pepperdine University plans reported in each filing year

Latest sponsor-wide plan assets
$633M 24.40790349778334% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $509M $633M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 1,845 $509M
2023 1 1,777 $576M
2024 1 1,867 $633M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Pepperdine University Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants Pepperdine University Retirement Plan, Total assets ($B): 0.509205381 · Participants: 1845Pepperdine University Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Pepperdine University Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Pepperdine University Retirement Plan side-by-side with 3 peers →

Pepperdine University Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Samaritan Health Services Tax Sheltered Annuity Pl in OR ($510M); by covered participants it is Lightwave Dental Retirement Plan in VA (1,847 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,845 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pepperdine University Retirement Plan assets move in 2022? ▼
Pepperdine University Retirement Plan declined sharply - down 17.1% during 2022, from $614M to $509M. Reported net income was -$105M.
How have Pepperdine University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pepperdine University's sponsor-wide assets grew 24.4%, from $509M to $633M.
Where does Pepperdine University Retirement Plan rank by assets among Form 5500 filers? ▼
Pepperdine University Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Pepperdine University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Samaritan Health Services Tax Sheltered Annuity Pl in OR ($510M, 6,068 participants).
Which Other plans cover a similar participant headcount to Pepperdine University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lightwave Dental Retirement Plan in VA (1,847 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951644037.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.