Other · DOL Form 5500 · 2022
San Diego State University Foundation Retirement Plan
Data updated 2026-08-25
- $223M
- Total assets Near avg plan size
- 1,727
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $129,175
- Avg per participant Near avg balance/head
Official DOL plan name: San Diego State University Foundation Defined Contribution Retirement Plan · Sponsored by San Diego State University Foundation · California · Educational Services
$223M in assets, 1,727 participants
San Diego State University Foundation's San Diego State University Foundation Defined Contribution Retirement Plan reported $223M in total assets and 1,727 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #3,760 in Educational Services (4,024 peers)
Coverage in California
San Diego State University Foundation Defined Contribution Retirement Plan covers 1,727 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $223M.
- #3,760
- in Educational Services (4,024 peers)
- -11.9%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Diego State University Foundation Defined Contribution Retirement Plan's outsized position by total assets
San Diego State University Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$223,085,969 Top 4% higher than 96% 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
San Diego State University Foundation Defined Contribution 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. San Diego State University Foundation Defined Contribution Retirement Plan lands in the large band (1,727 participants).
DOL schedule card
Filing strip 956042721 · San Diego State University Foundation PY 2022 · Other
San Diego State University Foundation Defined Contribution Retirement Plan · $223M · 1,727 · 96th
- PART $223M
- PART 1,727
- PART 96th
- PART Other
- PART near Haverford College Defined Contribution Retirement Plan
- PART ind #3760
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 →
San Diego State University Foundation Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $253M |
|---|---|
| Net Assets (End of Year) | $223M |
| Net Income | -$30M |
| Employer EIN | 956042721 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego State University Foundation)
Sponsor-wide plan assets over time
All San Diego State University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 32.20910724331569% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,727 | $223M |
| 2023 | 1 | 2,948 | $262M |
| 2024 | 1 | 3,273 | $295M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
San Diego State University Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Haverford College Defined Contribution Retirement Plan in PA ($223M); by covered participants it is Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in MA (1,729 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($223M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,727 participants); asset peers above are excluded.
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) 1,729 · 2 off
- University of Miami Retirement Savings Plan II (FL) 1,724 · 3 off
- Shs 403(b) Plan (PA) 1,734 · 7 off
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan (MA) 1,714 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.