Other · DOL Form 5500 · 2022

Azusa Pacific University Retirement Plan

Data updated 2026-08-25

$268M
Total assets Near avg plan size
2,454
Participants Above avg headcount
97th
Percentile by assets National rank
$109,243
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Azusa Pacific University Defined Contribution Plan · Sponsored by Azusa Pacific University · California · Educational Services

$268M in assets, 2,454 participants

Azusa Pacific University's Azusa Pacific University Defined Contribution Plan reported $268M in total assets and 2,454 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,797 in Educational Services (4,024 peers)

Coverage in California

Azusa Pacific University Defined Contribution Plan covers 2,454 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $268M.

#3,797
in Educational Services (4,024 peers)
-16.0%
assets change YoY
2.7×
vs typical plan assets (national mean)

The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Azusa Pacific University Defined Contribution Plan's outsized position by total assets

Azusa Pacific University Defined Contribution Plan vs every filed plan by assets

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

$268,082,157 Top 3% higher than 97% 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

Azusa Pacific University Defined Contribution 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. Azusa Pacific University Defined Contribution Plan lands in the large band (2,454 participants).

Form 5500 schedule snapshot

Filing strip 951744369 · Azusa Pacific University PY 2022 · Other

Azusa Pacific University Defined Contribution Plan · $268M · 2,454 · 97th

  • 5500 $268M
  • 5500 2,454
  • 5500 97th
  • 5500 Other
  • 5500 near Retirement Plan of Saratoga Hospital
  • 5500 ind #3797

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 →

Azusa Pacific University Defined Contribution Plan in the asset neighbourhood

United Health Services, Inc. 403(b) Retirement PlanUnited Health Services, Inc.…$270MMiddlebury College Voluntary Retirement PlanMiddlebury College Voluntary…$269MPunahou School Defined Contribution Retirement PlanPunahou School Defined Contr…$269MAzusa Pacific University Defined Contribution PlanAzusa Pacific University Def…$268MRetirement Plan of Saratoga HospitalRetirement Plan of Saratoga …$268M
End-of-year total assets ($M) among Azusa Pacific University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$319M
Net Assets (End of Year)$268M
Net Income-$51M
Employer EIN951744369
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Azusa Pacific University)

Sponsor-wide plan assets over time

All Azusa Pacific University plans reported in each filing year

Latest sponsor-wide plan assets
$314M 17.086750387494085% vs 2022
2024 filing year
$260M$280M$300M$320M 202220232024 $268M $314M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 2,454 $268M
2023 1 2,329 $294M
2024 1 2,229 $314M

Nearby Other Plans in California

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

Azusa Pacific University Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -50510 Total assets ($B) Participants Azusa Pacific University Defined Contribution Plan, Total assets ($B): 0.268082157 · Participants: 2454Azusa Pacific University Defined Contribution 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
Azusa Pacific University Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
Compare Azusa Pacific University Defined Contribution Plan side-by-side with 3 peers →

Azusa Pacific University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Retirement Plan of Saratoga Hospital in NY ($268M); by covered participants it is Einstein Medical Center Montgomery Retirement Savings Plan in PA (2,454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,454 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 Azusa Pacific University Defined Contribution Plan assets move in 2022? ▼
Azusa Pacific University Defined Contribution Plan declined sharply - down 16.0% during 2022, from $319M to $268M. Reported net income was -$51M.
How have Azusa Pacific University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Azusa Pacific University's sponsor-wide assets grew 17.1%, from $268M to $314M.
Where does Azusa Pacific University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Azusa Pacific University Defined Contribution Plan ranks in the 97th 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 Azusa Pacific University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Saratoga Hospital in NY ($268M, 3,074 participants).
Which Other plans cover a similar participant headcount to Azusa Pacific University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Einstein Medical Center Montgomery Retirement Savings Plan in PA (2,454 participants, $88M 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 951744369.

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.