Money Purchase · DOL Form 5500 · 2022

Lundquist Institute for Biomedical Innovation Money Purchase Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
417
Participants Below avg headcount
94th
Percentile by assets National rank
$286,188
Avg per participant High balance/head
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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.

  • #20,441 in Professional & Technical Services (21,562 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.

#20,441
in Professional & Technical Services (21,562 peers)
-14.8%
assets change YoY
1.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan vs every filed plan by assets

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

$119,340,493 Top 6% higher than 94% 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

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution 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. Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan sits mid-pack in the medium band (417 participants).

DOL schedule card

Filing strip 952138184 · Lundquist Institute for Biomedical Innovation PY 2022 · Money Purchase

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan · $119M · 417 · 94th

  • IND $119M
  • IND 417
  • IND 94th
  • IND Money Purchase
  • IND near Defined Contribution Plan for the Employees of the American Institute of Physics
  • IND ind #20441

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 Professional & Technical Services retirement plans → · Plans in California →

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan in the asset neighbourhood

Mbia Inc. Employees Pension PlanMbia Inc. Employees Pension …$121MIron Workers Local 401 Annuity FundIron Workers Local 401 Annui…$121MLundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution PlanLundquist Institute for Biom…$119MDefined Contribution Plan for the Employees of the American Institute of PhysicsDefined Contribution Plan fo…$118MI.B.E.W. Local Union # 654 Defined Contribution PlanI.B.E.W. Local Union # 654 D…$117M
End-of-year total assets ($M) among Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$119M
Net Income-$21M
Employer EIN952138184
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lundquist Institute for Biomedical Innovation)

Sponsor-wide plan assets over time

All Lundquist Institute for Biomedical Innovation plans reported in each filing year

Latest sponsor-wide plan assets
$200M 21.828599016633042% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $165M $200M ▲ +21.8%
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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan, Total assets ($B): 0.119340493 · Participants: 417Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan side-by-side with 3 peers →

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Defined Contribution Plan for the Employees of the American Institute of Physics in MD ($118M); by covered participants it is Williamsburg Regional Hospital Employees Pension Plan in SC (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan assets move in 2022? ▼
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan pulled back noticeably - down 14.8% during 2022, from $140M to $119M. Reported net income was -$21M.
How have Lundquist Institute for Biomedical Innovation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lundquist Institute for Biomedical Innovation's sponsor-wide assets grew 21.8%, from $165M to $200M.
Where does Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan ranks in the 94th 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 Money Purchase plans are similar in size to Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Defined Contribution Plan for the Employees of the American Institute of Physics in MD ($118M, 279 participants).
Which Money Purchase plans cover a similar participant headcount to Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Williamsburg Regional Hospital Employees Pension Plan in SC (418 participants, N/A 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 952138184.

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.