Other · DOL Form 5500 · 2022

California Lutheran University Retirement Plan

Data updated 2026-08-11

$136M
Total assets
558
Participants
94th
Percentile by assets
$243,536
Avg per participant
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Official DOL plan name: California Lutheran University Employee Retirement Plan · Sponsored by California Lutheran University · California · Educational Services

$136M in assets, 558 participants

California Lutheran University's California Lutheran University Employee Retirement Plan reported $136M in total assets and 558 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 139,126 plans)
  • #3,612 in Educational Services (4,024 peers)

Where California Lutheran University Employee Retirement Plan sits by assets

California Lutheran University Employee Retirement Plan sits in the top 10% of all filed plans by assets, $136M for 558 participants (~$243,536/participant), down 13.9% in 2022.

$136M
total plan assets (2022 EOY)
558
covered participants
94th
percentile by assets (of 139,126 plans)
$243,536
avg assets per participant

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where California Lutheran University Employee Retirement Plan sits by total assets

California Lutheran University Employee Retirement Plan vs every filed plan by assets

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

$135,892,924 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Educational Services

California Lutheran University Employee Retirement Plan vs the 2022 asset distribution

By assets, California Lutheran University Employee Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$158M
Net Assets (End of Year)$136M
Net Income-$22M
Employer EIN952962604
Plan Effective Date1964-03-30
Filing StatusFILING RECEIVED

Sponsor Plan History (California Lutheran University)

$130M$140M$150M$160M$170M 202220232024 $136M $161M ▲ +18.4%
Total plan assets by year, all California Lutheran University plans on file
Year Plans Participants Total Assets
2022 1 558 $136M
2023 1 574 $153M
2024 1 645 $161M

Nearby Other Plans in California

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

California Lutheran University Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants California Lutheran …, Total assets ($B): 0.135892924 · Participants: 558California Lutheran …Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
California Lutheran University Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare California Lutheran University Employee … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to California Lutheran University Employee Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did California Lutheran University Employee Retirement Plan assets move in 2022? ▼
California Lutheran University Employee Retirement Plan pulled back noticeably - down 13.9% during 2022, from $158M to $136M. Reported net income was -$22M.
How have California Lutheran University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Lutheran University's sponsor-wide assets grew 18.4%, from $136M to $161M.
Where does California Lutheran University Employee Retirement Plan rank by assets among Form 5500 filers? ▼
California Lutheran University Employee Retirement 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 Other plans are similar in size to California Lutheran University Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Children's University Medical Group Tax Deferred Annuity Plan in WA ($136M, 810 participants).

Next read for California Lutheran University Employee …

Scale reading

Ways to act on California Lutheran University Employee Retirement Plan's numbers.

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 952962604.

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.