Other · DOL Form 5500 · 2022
University of La Verne Retirement Plan
Data updated 2026-08-11
- $213M
- Total assets
- 4,729
- Participants
- 96th
- Percentile by assets
- $45,000
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $213M
- total plan assets (2022 EOY)
- 4,729
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $45,000
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. University of La Verne 403(b) Retirement Savings Plan reports 4,729 participants - 7.5x that state average ($213M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $213M |
| Net Income | -$36M |
| Employer EIN | 951644026 |
| Plan Effective Date | 1945-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of La Verne)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of La Verne 403(b) Retirement Savings Plan by total assets, not by location.
- Springfield College Defined Contribution Retirement Plan (MA) $213M · 1,147
- Siena College Defined Contribution Retirement Plan (NY) $213M · 905
- Pacific Lutheran University 403(b) Retirement Plan (WA) $212M · 678
- Iona University Defined Contribution Retirement Plan (NY) $214M · 579
Frequently Asked Questions
How did University of La Verne 403(b) Retirement Savings Plan assets move in 2022? ▼
How have University of La Verne plan assets changed over time? ▼
Where does University of La Verne 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for University of La Verne 403(b) Retirement…
Filing takeaways
Ways to act on University of La Verne 403(b) Retirement Savings Plan's numbers.
- By total assets, University of La Verne 403(b) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- University of La Verne's sponsor-wide assets have grown 25.1% since 2022 across 3 plan years on file. More Educational Services plans