Other · DOL Form 5500 · 2022

Holy Names University Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
228
Participants Below avg headcount
82nd
Percentile by assets National rank
$125,890
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Holy Names University Defined Contribution Plan · Sponsored by Holy Names University · California · Educational Services

$29M in assets, 228 participants

Holy Names University's Holy Names University Defined Contribution Plan reported $29M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,735 in Educational Services (4,024 peers)

Coverage in California

Holy Names University Defined Contribution Plan covers 228 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $29M.

#2,735
in Educational Services (4,024 peers)
-17.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holy Names University Defined Contribution Plan's outsized position by total assets

Holy Names University Defined Contribution Plan vs every filed plan by assets

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

$28,702,930 Top 18% higher than 82% 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

Holy Names University Defined Contribution 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. Holy Names University Defined Contribution Plan sits mid-pack in the medium band (228 participants).

Form 5500 schedule snapshot

Filing strip 941358307 · Holy Names University PY 2022 · Other

Holy Names University Defined Contribution Plan · $29M · 228 · 82nd

  • 5500 $29M
  • 5500 228
  • 5500 82nd
  • 5500 Other
  • 5500 near Westfields Hospital Employee Retirement Plan
  • 5500 ind #2735

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 →

Holy Names University Defined Contribution Plan in the asset neighbourhood

The Mental Health Center of Greater Manchester Tax Sheltered Annuity PlanThe Mental Health Center of …$29MCottey College Defined Contribution Retirement PlanCottey College Defined Contr…$29MHoly Names University Defined Contribution PlanHoly Names University Define…$29MWestfields Hospital Employee Retirement PlanWestfields Hospital Employee…$29MBancroft School DC Retirement PlanBancroft School DC Retiremen…$29M
End-of-year total assets ($M) among Holy Names University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$29M
Net Income-$6M
Employer EIN941358307
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Holy Names University Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Holy Names University Defined Contribution Plan, Total assets ($B): 0.02870293 · Participants: 228Holy Names University Defined Contribution 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
Holy Names University Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
Compare Holy Names University Defined Contribution Plan side-by-side with 3 peers →

Holy Names University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Westfields Hospital Employee Retirement Plan in MN ($29M); by covered participants it is Emergycare 403(b) Plan in PA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Holy Names University Defined Contribution Plan assets move in 2022? ▼
Holy Names University Defined Contribution Plan declined sharply - down 17.2% during 2022, from $35M to $29M. Reported net income was -$6M.
Where does Holy Names University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Holy Names University Defined Contribution Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Holy Names University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Westfields Hospital Employee Retirement Plan in MN ($29M, 421 participants).
Which Other plans cover a similar participant headcount to Holy Names University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Emergycare 403(b) Plan in PA (228 participants, $7M 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 941358307.

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.