Other · DOL Form 5500 · 2022

University of La Verne Retirement Plan

Data updated 2026-08-25

$213M
Total assets Near avg plan size
4,729
Participants Above avg headcount
96th
Percentile by assets National rank
$45,000
Avg per participant Low balance/head
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Official DOL plan name: University of La Verne 403(b) Retirement Savings Plan · Sponsored by University of La Verne · California · Educational Services

$213M in assets, 4,729 participants

University of La Verne's University of La Verne 403(b) Retirement Savings Plan reported $213M in total assets and 4,729 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.

  • #3,749 in Educational Services (4,024 peers)

Coverage in California

University of La Verne 403(b) Retirement Savings Plan covers 4,729 participants in California, 7.5x the typical California plan (state average ~630 per filing). Assets: $213M.

#3,749
in Educational Services (4,024 peers)
-14.5%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of La Verne 403(b) Retirement Savings Plan's outsized position by total assets

University of La Verne 403(b) Retirement Savings Plan vs every filed plan by assets

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

$212,804,331 Top 4% higher than 96% 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

University of La Verne 403(b) Retirement Savings 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. University of La Verne 403(b) Retirement Savings Plan lands in the large band (4,729 participants).

Plan-year Form 5500 strip

Filing strip 951644026 · University of La Verne PY 2022 · Other

University of La Verne 403(b) Retirement Savings Plan · $213M · 4,729 · 96th

  • TYPE $213M
  • NET 4,729
  • BOOK 96th
  • VS-ST Other
  • BOY near Springfield College Defined Contribution Retirement Plan
  • SCH ind #3749

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 →

University of La Verne 403(b) Retirement Savings Plan in the asset neighbourhood

Iona University Defined Contribution Retirement PlanIona University Defined Cont…$214MSpringfield College Defined Contribution Retirement PlanSpringfield College Defined …$213MUniversity of La Verne 403(b) Retirement Savings PlanUniversity of La Verne 403(b…$213MSiena College Defined Contribution Retirement PlanSiena College Defined Contri…$213MPacific Lutheran University 403(b) Retirement PlanPacific Lutheran University …$212M
End-of-year total assets ($M) among University of La Verne 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$249M
Net Assets (End of Year)$213M
Net Income-$36M
Employer EIN951644026
Plan Effective Date1945-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of La Verne)

Sponsor-wide plan assets over time

All University of La Verne plans reported in each filing year

Latest sponsor-wide plan assets
$266M 25.09361334379985% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $213M $266M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 4,729 $213M
2023 1 5,035 $243M
2024 1 5,279 $266M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

University of La Verne 403(b) Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 -50510 Total assets ($B) Participants University of La Verne 403(b) Retirement Savings Plan, Total assets ($B): 0.212804331 · Participants: 4729University of La Verne 403(b) Retirement Savings PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
University of La Verne 403(b) Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare University of La Verne 403(b) Retirement Savings Plan side-by-side with 3 peers →

University of La Verne 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Springfield College Defined Contribution Retirement Plan in MA ($213M); by covered participants it is New York University Retirement Plan for Adjunct Faculty Members in NY (4,735 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,729 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 University of La Verne 403(b) Retirement Savings Plan assets move in 2022? ▼
University of La Verne 403(b) Retirement Savings Plan pulled back noticeably - down 14.5% during 2022, from $249M to $213M. Reported net income was -$36M.
How have University of La Verne plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of La Verne's sponsor-wide assets grew 25.1%, from $213M to $266M.
Where does University of La Verne 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
University of La Verne 403(b) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of La Verne 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Springfield College Defined Contribution Retirement Plan in MA ($213M, 1,147 participants).
Which Other plans cover a similar participant headcount to University of La Verne 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is New York University Retirement Plan for Adjunct Faculty Members in NY (4,735 participants, $37M 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 951644026.

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.