Other · DOL Form 5500 · 2022
Lundquist Institute for Biomedical Innovation Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 107
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $422,262
- Avg per participant High balance/head
Official DOL plan name: Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan · Sponsored by Lundquist Institute for Biomedical Innovation · California · Professional & Technical Services
$45M in assets, 107 participants
Lundquist Institute for Biomedical Innovation's Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan reported $45M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #18,985 in Professional & Technical Services (21,562 peers)
Coverage in California
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $45M.
- #18,985
- in Professional & Technical Services (21,562 peers)
- -13.0%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M 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 403(b) Part-Time Faculty Retirement Plan's outsized position by total assets
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$45,182,017 Top 13% higher than 87% 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
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement 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 403(b) Part-Time Faculty Retirement Plan sits mid-pack in the medium band (107 participants).
Form 5500 schedule snapshot
Filing strip 952138184 · Lundquist Institute for Biomedical Innovation PY 2022 · Other
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan · $45M · 107 · 87th
- IND $45M
- IND 107
- IND 87th
- IND Other
- IND near Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan
- IND ind #18985
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 403(b) Part-Time Faculty Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | -$7M |
| Employer EIN | 952138184 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 524 | $165M |
| 2023 | 2 | 532 | $186M |
| 2024 | 2 | 550 | $200M |
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
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI ($45M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Educare of Washington, DC 403(b) Plan (DC) 107 · 0 off
- Seventy-Five State Street Tax Sheltered Annuity Plan (ME) 107 · 0 off
- Marthas Table Inc. 403b Plan (DC) 107 · 0 off
- Accesslex Institute 403(b) Plan (PA) 107 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.