Money Purchase · DOL Form 5500 · 2022
Lundquist Institute for Biomedical Innovation Money Purchase Plan
Data updated 2026-08-06
- $119M
- Total assets
- 417
- Participants
- 94th
- Percentile by assets
- $286,188
- Avg per participant
Official DOL plan name: Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan · Sponsored by Lundquist Institute for Biomedical Innovation · California · Professional & Technical Services
$119M in assets, 417 participants
Lundquist Institute for Biomedical Innovation's Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan reported $119M in total assets and 417 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,258 plans)
- #20,455 in Professional & Technical Services (21,577 peers)
Where Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan sits by assets
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan sits in the top 10% of all filed plans by assets, $119M for 417 participants (~$286,188/participant), down 14.8% in 2022.
- $119M
- total plan assets (2022 EOY)
- 417
- covered participants
- 94th
- percentile by assets (of 139,258 plans)
- $286,188
- avg assets per participant
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan vs the 2022 asset distribution
By assets, Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan outranks 94% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | -$21M |
| Employer EIN | 952138184 |
| Plan Effective Date | 1967-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lundquist Institute for Biomedical Innovation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 524 | $165M |
| 2023 | 2 | 532 | $186M |
| 2024 | 2 | 550 | $200M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
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How have Lundquist Institute for Biomedical Innovation plan assets changed over time? ▼
Where does Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan's numbers.
- By total assets, Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Lundquist Institute for Biomedical Innovation's sponsor-wide assets have grown 21.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans