Other · DOL Form 5500 · 2022
Chapman University Retirement Plan
Data updated 2026-08-25
- $232M
- Total assets Near avg plan size
- 1,548
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $149,580
- Avg per participant Above avg balance/head
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.
- #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.
- #3,771
- in Educational Services (4,024 peers)
- -15.4%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
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.
Chapman University Tax Deferred Annuity (Tda) Retirement Plan's outsized position by total assets
Chapman University Tax Deferred Annuity (Tda) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$231,550,054 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Chapman University Tax Deferred Annuity (Tda) Retirement 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. Chapman University Tax Deferred Annuity (Tda) Retirement Plan lands in the large band (1,548 participants).
Plan-year Form 5500 strip
Filing strip 951643992 · Chapman University PY 2022 · Other
Chapman University Tax Deferred Annuity (Tda) Retirement Plan · $232M · 1,548 · 96th
- EOY $232M
- 5500 1,548
- ASSETS 96th
- PCT Other
- EIN near Ellis Hospital Employees Defined Contribution Retirement Plan
- RANK ind #3771
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 →
Chapman University Tax Deferred Annuity (Tda) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Chapman University plans reported in each filing year
- Latest sponsor-wide plan assets
- $573M 32.836748542633856% vs 2022
- 2024 filing year
| 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.
- 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
Chapman University Tax Deferred Annuity (Tda) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Ellis Hospital Employees Defined Contribution Retirement Plan in NY ($231M); by covered participants it is Arcadia University Defined Contribution Retirement Plan in PA (1,547 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($232M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,548 participants); asset peers above are excluded.
- Arcadia University Defined Contribution Retirement Plan (PA) 1,547 · 1 off
- Retirement and Savings Plan (NY) 1,547 · 1 off
- Incentive Savings Plan for Employees of Meadville Medical Center (PA) 1,551 · 3 off
- Lima Memorial Health System 403(b) Plan (OH) 1,553 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.