Other · DOL Form 5500 · 2022

California Lutheran University Retirement Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
558
Participants Below avg headcount
94th
Percentile by assets National rank
$243,536
Avg per participant Above avg balance/head
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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.

  • #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.

#3,612
in Educational Services (4,024 peers)
-13.9%
assets change YoY
1.4×
vs typical plan assets (national mean)

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.

California Lutheran University Employee Retirement Plan's outsized position 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 $2,050,000,000 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

California Lutheran University Employee 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. California Lutheran University Employee Retirement Plan sits mid-pack in the medium band (558 participants).

Published 5500 schedule card

Filing strip 952962604 · California Lutheran University PY 2022 · Other

California Lutheran University Employee Retirement Plan · $136M · 558 · 94th

  • BOY $136M
  • BOY 558
  • BOY 94th
  • BOY Other
  • BOY near Children's University Medical Group Tax Deferred Annuity Plan
  • BOY ind #3612

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 →

California Lutheran University Employee Retirement Plan in the asset neighbourhood

Carroll Hospital Center Retirement Savings PlanCarroll Hospital Center Reti…$136MChildren's University Medical Group Tax Deferred Annuity PlanChildren's University Medica…$136MCalifornia Lutheran University Employee Retirement PlanCalifornia Lutheran Universi…$136MFlorida Tech Retirement Plan$136MIllinois Wesleyan University 403(b) Retirement PlanIllinois Wesleyan University…$135M
End-of-year total assets ($M) among California Lutheran University Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All California Lutheran University plans reported in each filing year

Latest sponsor-wide plan assets
$161M 18.432020787189774% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $136M $161M ▲ +18.4%
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 ($B) Participants California Lutheran University Employee Retirement Plan, Total assets ($B): 0.135892924 · Participants: 558California Lutheran University Employee Retirement 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
California Lutheran University Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare California Lutheran University Employee Retirement Plan side-by-side with 3 peers →

California Lutheran University Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Children's University Medical Group Tax Deferred Annuity Plan in WA ($136M); by covered participants it is Wesley Homes 403(b) Thrift Plan in WA (558 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 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).
Which Other plans cover a similar participant headcount to California Lutheran University Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Wesley Homes 403(b) Thrift Plan in WA (558 participants, $15M 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 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.