Other · DOL Form 5500 · 2022

Occidental College Retirement Plan

Data updated 2026-08-25

$256M
Total assets Near avg plan size
709
Participants Below avg headcount
96th
Percentile by assets National rank
$360,484
Avg per participant High balance/head
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Official DOL plan name: Occidental College 403(b) Retirement Plan · Sponsored by Occidental College · California · Educational Services

$256M in assets, 709 participants

Occidental College's Occidental College 403(b) Retirement Plan reported $256M in total assets and 709 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.

  • #3,784 in Educational Services (4,024 peers)

Where Occidental College 403(b) Retirement Plan sits by assets

Occidental College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $256M for 709 participants (~$360,484/participant), down 13.7% in 2022.

#3,784
in Educational Services (4,024 peers)
-13.7%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Occidental College 403(b) Retirement Plan's outsized position by total assets

Occidental College 403(b) Retirement Plan vs every filed plan by assets

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

$255,583,056 Top 4% higher than 96% 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

Occidental College 403(b) 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. Occidental College 403(b) Retirement Plan sits mid-pack in the medium band (709 participants).

DOL schedule card

Filing strip 951667177 · Occidental College PY 2022 · Other

Occidental College 403(b) Retirement Plan · $256M · 709 · 96th

  • EIN $256M
  • RANK 709
  • PHOTO 96th
  • IND Other
  • EOY near Swedish Health Services 403(b) Retirement Plan
  • 5500 ind #3784

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 →

Occidental College 403(b) Retirement Plan in the asset neighbourhood

Operating Engineers Local 428 Annuity Trust FundOperating Engineers Local 42…$256MSwedish Health Services 403(b) Retirement PlanSwedish Health Services 403(…$256MOccidental College 403(b) Retirement PlanOccidental College 403(b) Re…$256MChamplain Valley Physicians Hospital 403(b) Retirement Savings PlanChamplain Valley Physicians …$254MMaryland Electrical Industry Severance & Annuity FMaryland Electrical Industry…$254M
End-of-year total assets ($M) among Occidental College 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$296M
Net Assets (End of Year)$256M
Net Income-$40M
Employer EIN951667177
Plan Effective Date1938-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Occidental College)

Sponsor-wide plan assets over time

All Occidental College plans reported in each filing year

Latest sponsor-wide plan assets
$321M 25.50980648732833% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $256M $321M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 709 $256M
2023 1 1,093 $291M
2024 1 740 $321M

Nearby Other Plans in California

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

Occidental College 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Occidental College 403(b) Retirement Plan, Total assets ($B): 0.255583056 · Participants: 709Occidental College 403(b) 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
Occidental College 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Occidental College 403(b) Retirement Plan side-by-side with 3 peers →

Occidental College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Swedish Health Services 403(b) Retirement Plan in WA ($256M); by covered participants it is North Central College Defined Contribution Retirement Plan in IL (709 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (709 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 Occidental College 403(b) Retirement Plan assets move in 2022? ▼
Occidental College 403(b) Retirement Plan pulled back noticeably - down 13.7% during 2022, from $296M to $256M. Reported net income was -$40M.
How have Occidental College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Occidental College's sponsor-wide assets grew 25.5%, from $256M to $321M.
Where does Occidental College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Occidental College 403(b) Retirement Plan ranks in the 96th 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 Occidental College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Swedish Health Services 403(b) Retirement Plan in WA ($256M, 1,489 participants).
Which Other plans cover a similar participant headcount to Occidental College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is North Central College Defined Contribution Retirement Plan in IL (709 participants, $146M 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 951667177.

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.