Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Point Loma Nazarene University Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Point Loma Nazarene University · California · Educational Services

What the 2023 filing shows

Point Loma Nazarene University Retirement Plan holds $131M for 1,339 participants — about $97,732 per participant, down 14.1% over the 2022 plan year.

$131M
total plan assets (2022 EOY)
1,339
covered participants
$97,732
avg assets per participant
-14.1%
assets change YoY

The plan reported a net loss of $21M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$131M
Participants
1,339
State
Industry
Educational Services

What the Filing Says About Point Loma Nazarene University Retirement Plan

Point Loma Nazarene University Retirement Plan is a Profit Sharing retirement plan sponsored by Point Loma Nazarene University, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $131M in total end-of-year assets and covers 1,339 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951644035, and the plan has been effective since 1962-03-02. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $152M at the beginning of 2022 to $131M at year-end — a decline of 14.1%. Net assets (after liabilities) closed the year at $131M, with reported net income of $-21,416,627 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$152M
Total Assets (End of Year)$131M
Net Assets (End of Year)$131M
Net Income$-21,416,627
Plan TypeProfit Sharing
Employer EIN951644035
Plan Effective Date1962-03-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Point Loma Nazarene University)

Year Plans Participants Total Assets
2022 1 1,339 $131M
2023 1 1,397 $153M
2024 1 610 $171M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Point Loma Nazarene University Retirement Plan?
As of the 2022 Form 5500 filing, Point Loma Nazarene University Retirement Plan holds $131M in total assets with 1,339 participants. It is sponsored by Point Loma Nazarene University.
What type of plan is Point Loma Nazarene University Retirement Plan?
Point Loma Nazarene University Retirement Plan is a Profit Sharing plan. It has been effective since 1962-03-02. The plan is filed with the U.S. Department of Labor under EIN 951644035.
Who sponsors the Point Loma Nazarene University Retirement Plan?
Point Loma Nazarene University Retirement Plan is sponsored by Point Loma Nazarene University, located in California. The sponsor's EIN is 951644035 and the plan operates in the Educational Services industry.
How did Point Loma Nazarene University Retirement Plan perform in 2022?
Point Loma Nazarene University Retirement Plan declined by 14.1% during 2022, moving from $152M to $131M in total assets. Net income was $-21,416,627.
Where can I find official filings for Point Loma Nazarene University Retirement Plan?
Official Form 5500 filings for Point Loma Nazarene University Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951644035 or plan name at efast.dol.gov.
How does Point Loma Nazarene University Retirement Plan compare to other plans?
You can compare Point Loma Nazarene University Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 951644035.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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