Other · DOL Form 5500 · 2022
National University Retirement Plan
Data updated 2026-08-11
- $222M
- Total assets
- 1,747
- Participants
- 96th
- Percentile by assets
- $127,245
- Avg per participant
Official DOL plan name: National University Retirement Savings Plan · Sponsored by National University · California · Educational Services
$222M in assets, 1,747 participants
National University's National University Retirement Savings Plan reported $222M in total assets and 1,747 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)
- #3,757 in Educational Services (4,024 peers)
Coverage in California
National University Retirement Savings Plan covers 1,747 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $222M.
- $222M
- total plan assets (2022 EOY)
- 1,747
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $127,245
- avg assets per participant
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where National University Retirement Savings Plan sits by total assets
National University Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$222,297,001 Top 4% higher than 96% 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. National University Retirement Savings Plan reports 1,747 participants - 2.8x that state average ($222M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $222M |
| Net Income | -$19M |
| Employer EIN | 237172306 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,747 | $222M |
| 2023 | 1 | 3,320 | $274M |
| 2024 | 1 | 6,146 | $319M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
National University 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 National University Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did National University Retirement Savings Plan assets move in 2022? ▼
How have National University plan assets changed over time? ▼
Where does National University Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to National University Retirement Savings Plan? ▼
Next read for National University Retirement Savings P…
Filing takeaways
Ways to act on National University Retirement Savings Plan's numbers.
- By total assets, National University 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
- National University's sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Educational Services plans