Other · DOL Form 5500 · 2022

Point Loma Nazarene University Retirement Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
1,339
Participants Near avg headcount
94th
Percentile by assets National rank
$97,732
Avg per participant Below avg balance/head
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Official DOL plan name: Point Loma Nazarene University Retirement Plan · Sponsored by Point Loma Nazarene University · California · Educational Services

$131M in assets, 1,339 participants

Point Loma Nazarene University's Point Loma Nazarene University Retirement Plan reported $131M in total assets and 1,339 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,603 in Educational Services (4,024 peers)

Coverage in California

Point Loma Nazarene University Retirement Plan covers 1,339 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $131M.

#3,603
in Educational Services (4,024 peers)
-14.1%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

Point Loma Nazarene University Retirement Plan's outsized position by total assets

Point Loma Nazarene University Retirement Plan vs every filed plan by assets

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

$130,863,104 Top 6% higher than 94% 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

Point Loma Nazarene 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. Point Loma Nazarene University Retirement Plan lands in the large band (1,339 participants).

Plan-year Form 5500 strip

Filing strip 951644035 · Point Loma Nazarene University PY 2022 · Other

Point Loma Nazarene University Retirement Plan · $131M · 1,339 · 94th

  • EOY $131M
  • EOY 1,339
  • EOY 94th
  • EOY Other
  • EOY near Curry College Defined Contribution Retirement Plan
  • EOY ind #3603

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 →

Point Loma Nazarene University Retirement Plan in the asset neighbourhood

Suburban Hospital, Inc. 403(b) Savings PlanSuburban Hospital, Inc. 403(…$131MVail Health Hospital Retirement PlanVail Health Hospital Retirem…$131MInova Health System 403(b) PlanInova Health System 403(b) P…$131MCurry College Defined Contribution Retirement PlanCurry College Defined Contri…$131MPoint Loma Nazarene University Retirement PlanPoint Loma Nazarene Universi…$131M
End-of-year total assets ($M) among Point Loma Nazarene University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

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

Sponsor Plan History (Point Loma Nazarene University)

Sponsor-wide plan assets over time

All Point Loma Nazarene University plans reported in each filing year

Latest sponsor-wide plan assets
$171M 30.411016385489376% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $131M $171M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 1,339 $131M
2023 1 1,397 $153M
2024 1 610 $171M

Nearby Other Plans in California

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

Point Loma Nazarene University Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Point Loma Nazarene University Retirement Plan, Total assets ($B): 0.130863104 · Participants: 1339Point Loma Nazarene 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
Point Loma Nazarene University Retirement Plan vs. nearby Other plans in California, assets vs. participants

Point Loma Nazarene University Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Curry College Defined Contribution Retirement Plan in MA ($131M); by covered participants it is Mcphs University Tax Deferred Annuity Plan in MA (1,342 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($131M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,339 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 Point Loma Nazarene University Retirement Plan assets move in 2022?
Point Loma Nazarene University Retirement Plan pulled back noticeably - down 14.1% during 2022, from $152M to $131M. Reported net income was -$21M.
How have Point Loma Nazarene University plan assets changed over time?
Across 3 plan years on file (2022-2024), Point Loma Nazarene University's sponsor-wide assets grew 30.4%, from $131M to $171M.
Where does Point Loma Nazarene University Retirement Plan rank by assets among Form 5500 filers?
Point Loma Nazarene University Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Point Loma Nazarene University Retirement Plan?
Among Other plans in other states, the closest by assets is Curry College Defined Contribution Retirement Plan in MA ($131M, 599 participants).
Which Other plans cover a similar participant headcount to Point Loma Nazarene University Retirement Plan?
Among Other plans in other states, the closest by covered participants is Mcphs University Tax Deferred Annuity Plan in MA (1,342 participants, $90M in assets).