Other · DOL Form 5500 · 2022
Whittier College Retirement Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 303
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $419,910
- Avg per participant High balance/head
Official DOL plan name: Whittier College 403(b) Plan · Sponsored by Whittier College · California · Educational Services
$127M in assets, 303 participants
Whittier College's Whittier College 403(b) Plan reported $127M in total assets and 303 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.
- #3,595 in Educational Services (4,024 peers)
Coverage in California
Whittier College 403(b) Plan covers 303 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $127M.
- #3,595
- in Educational Services (4,024 peers)
- -16.2%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whittier College 403(b) Plan's outsized position by total assets
Whittier College 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$127,232,786 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Whittier College 403(b) 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. Whittier College 403(b) Plan sits mid-pack in the medium band (303 participants).
Plan-year Form 5500 strip
Filing strip 951644048 · Whittier College PY 2022 · Other
Whittier College 403(b) Plan · $127M · 303 · 94th
- EBSA $127M
- PART 303
- TYPE 94th
- NET Other
- BOOK near Trustees of Deerfield Academy Defined Contribution Retirement Plan
- VS-ST ind #3595
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 →
Whittier College 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | -$25M |
| Employer EIN | 951644048 |
| Plan Effective Date | 1984-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whittier College)
Sponsor-wide plan assets over time
All Whittier College plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 14.085876418677179% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 303 | $127M |
| 2023 | 1 | 428 | $139M |
| 2024 | 1 | 413 | $145M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Whittier College 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Trustees of Deerfield Academy Defined Contribution Retirement Plan in MA ($127M); by covered participants it is Saint Andrew's School Defined Contribution Retirement Plan in FL (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
Similar participant headcount
Nearest other-state filings by covered participants (303 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.