Other · DOL Form 5500 · 2022

Southwestern Law School Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
149
Participants Small participant base
92nd
Percentile by assets National rank
$571,015
Avg per participant High balance/head
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Official DOL plan name: Southwestern Law School DC Retirement Plan · Sponsored by Southwestern Law School · California · Educational Services

$85M in assets, 149 participants

Southwestern Law School's Southwestern Law School DC Retirement Plan reported $85M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,424 in Educational Services (4,024 peers)

Coverage in California

Southwestern Law School DC Retirement Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $85M.

#3,424
in Educational Services (4,024 peers)
-10.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwestern Law School DC Retirement Plan's outsized position by total assets

Southwestern Law School DC Retirement Plan vs every filed plan by assets

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

$85,081,179 Top 8% higher than 92% 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

Southwestern Law School 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. Southwestern Law School DC Retirement Plan sits mid-pack in the medium band (149 participants).

Form 5500 schedule snapshot

Filing strip 951246140 · Southwestern Law School PY 2022 · Other

Southwestern Law School DC Retirement Plan · $85M · 149 · 92nd

  • VS-ST $85M
  • BOY 149
  • SCH 92nd
  • EBSA Other
  • PART near American Society of Mechanical Engineers Thrift Savings Plan
  • TYPE ind #3424

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 →

Southwestern Law School DC Retirement Plan in the asset neighbourhood

Wofford College Defined Contribution Retirement PlanWofford College Defined Cont…$85MRye Country Day School 403(b) PlanRye Country Day School 403(b…$85MSouthwestern Law School DC Retirement PlanSouthwestern Law School DC R…$85MAmerican Society of Mechanical Engineers Thrift Savings PlanAmerican Society of Mechanic…$85MVersiti 403(b) Retirement PlanVersiti 403(b) Retirement Pl…$85M
End-of-year total assets ($M) among Southwestern Law School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$85M
Net Income-$9M
Employer EIN951246140
Plan Effective Date1979-09-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern Law School)

Sponsor-wide plan assets over time

All Southwestern Law School plans reported in each filing year

Latest sponsor-wide plan assets
$106M 24.611581839974267% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $85.1M $106M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 149 $85M
2023 1 185 $98M
2024 1 194 $106M

Nearby Other Plans in California

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

Southwestern Law School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Southwestern Law School DC Retirement Plan, Total assets ($B): 0.085081179 · Participants: 149Southwestern Law School 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
Southwestern Law School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

Southwestern Law School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is American Society of Mechanical Engineers Thrift Savings Plan in NY ($85M); by covered participants it is Kentucky Wesleyan College DC Retirement Plan in KY (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Southwestern Law School DC Retirement Plan assets move in 2022?
Southwestern Law School DC Retirement Plan pulled back noticeably - down 10.0% during 2022, from $95M to $85M. Reported net income was -$9M.
How have Southwestern Law School plan assets changed over time?
Across 3 plan years on file (2022-2024), Southwestern Law School's sponsor-wide assets grew 24.6%, from $85M to $106M.
Where does Southwestern Law School DC Retirement Plan rank by assets among Form 5500 filers?
Southwestern Law School DC Retirement Plan ranks in the 92nd 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 Southwestern Law School DC Retirement Plan?
Among Other plans in other states, the closest by assets is American Society of Mechanical Engineers Thrift Savings Plan in NY ($85M, 179 participants).
Which Other plans cover a similar participant headcount to Southwestern Law School DC Retirement Plan?
Among Other plans in other states, the closest by covered participants is Kentucky Wesleyan College DC Retirement Plan in KY (149 participants, $8M in assets).