Other · DOL Form 5500 · 2022

American Jewish University Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
152
Participants Small participant base
75th
Percentile by assets National rank
$113,160
Avg per participant Below avg balance/head
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Official DOL plan name: American Jewish University DC Retirement Plan · Sponsored by American Jewish University · California · Educational Services

$17M in assets, 152 participants

American Jewish University's American Jewish University DC Retirement Plan reported $17M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,330 in Educational Services (4,024 peers)

Coverage in California

American Jewish University DC Retirement Plan covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $17M.

#2,330
in Educational Services (4,024 peers)
-16.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Jewish University DC Retirement Plan's outsized position by total assets

American Jewish University DC Retirement Plan vs every filed plan by assets

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

$17,200,353 Top 25% higher than 75% 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

American Jewish University DC 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. American Jewish University DC Retirement Plan sits mid-pack in the medium band (152 participants).

DOL schedule card

Filing strip 951684064 · American Jewish University PY 2022 · Other

American Jewish University DC Retirement Plan · $17M · 152 · 75th

  • RANK $17M
  • RANK 152
  • RANK 75th
  • RANK Other
  • RANK near Employee Benefit Plan of Gfl Environmental USA Inc.
  • RANK ind #2330

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 →

American Jewish University DC Retirement Plan in the asset neighbourhood

Smoc 403(b) Savings Plan$17MPulaski Academy Defined Contribution Retirement PlanPulaski Academy Defined Cont…$17MEmployee Benefit Plan of Gfl Environmental USA Inc.Employee Benefit Plan of Gfl…$17MAmerican Jewish University DC Retirement PlanAmerican Jewish University D…$17MInternational Society of Automation Section 403(b)(7) Retirement PlanInternational Society of Aut…$17M
End-of-year total assets ($M) among American Jewish University DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN951684064
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Jewish University)

Sponsor-wide plan assets over time

All American Jewish University plans reported in each filing year

Latest sponsor-wide plan assets
$22M 30.22392621825843% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $22.4M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 152 $17M
2023 1 156 $20M
2024 1 155 $22M

Nearby Other Plans in California

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

American Jewish University DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants American Jewish University DC Retirement Plan, Total assets ($B): 0.017200353 · Participants: 152American Jewish University DC 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
American Jewish University DC Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare American Jewish University DC Retirement Plan side-by-side with 3 peers →

American Jewish University DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Employee Benefit Plan of Gfl Environmental USA Inc. in MI ($17M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 American Jewish University DC Retirement Plan assets move in 2022? ▼
American Jewish University DC Retirement Plan declined sharply - down 16.8% during 2022, from $21M to $17M. Reported net income was -$3M.
How have American Jewish University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Jewish University's sponsor-wide assets grew 30.2%, from $17M to $22M.
Where does American Jewish University DC Retirement Plan rank by assets among Form 5500 filers? ▼
American Jewish University DC Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to American Jewish University DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Gfl Environmental USA Inc. in MI ($17M, 1,320 participants).
Which Other plans cover a similar participant headcount to American Jewish University DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants, $2M 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 951684064.

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.