Other · DOL Form 5500 · 2022
Chapman University Retirement Plan
Data updated 2026-08-11
- $232M
- Total assets
- 1,548
- Participants
- 96th
- Percentile by assets
- $149,580
- Avg per participant
Official DOL plan name: Chapman University Tax Deferred Annuity (Tda) Retirement Plan · Sponsored by Chapman University · California · Educational Services
$232M in assets, 1,548 participants
Chapman University's Chapman University Tax Deferred Annuity (Tda) Retirement Plan reported $232M in total assets and 1,548 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.
- 96th percentile by assets (of 139,126 plans)
- #3,771 in Educational Services (4,024 peers)
Coverage in California
Chapman University Tax Deferred Annuity (Tda) Retirement Plan covers 1,548 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $232M.
- $232M
- total plan assets (2022 EOY)
- 1,548
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $149,580
- avg assets per participant
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Chapman University Tax Deferred Annuity (Tda) Retirement Plan reports 1,548 participants - 2.5x that state average ($232M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $274M |
|---|---|
| Net Assets (End of Year) | $231M |
| Net Income | -$42M |
| Employer EIN | 951643992 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chapman University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,302 | $431M |
| 2023 | 2 | 3,335 | $506M |
| 2024 | 2 | 3,370 | $573M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Chapman University Tax Deferred Annuity (Tda) Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Chapman University Tax Deferred Annuity (Tda) Retirement Plan by total assets, not by location.
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) $231M · 2,654
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan (MA) $230M · 1,714
- Sacred Heart University Defined Contribution Plan (CT) $233M · 1,239
- Ohio Northern University Defined Contribution Retirement Plan (OH) $230M · 543
Frequently Asked Questions
How did Chapman University Tax Deferred Annuity (Tda) Retirement Plan assets move in 2022? ▼
How have Chapman University plan assets changed over time? ▼
Where does Chapman University Tax Deferred Annuity (Tda) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Chapman University Tax Deferred Annuity (Tda) Retirement Plan? ▼
Next read for Chapman University Tax Deferred Annuity …
Filing takeaways
Ways to act on Chapman University Tax Deferred Annuity (Tda) Retirement Plan's numbers.
- By total assets, Chapman University Tax Deferred Annuity (Tda) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Chapman University's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Educational Services plans