Other · DOL Form 5500 · 2022

National University Retirement Plan

Data updated 2026-08-25

$222M
Total assets Near avg plan size
1,747
Participants Near avg headcount
96th
Percentile by assets National rank
$127,245
Avg per participant Near avg balance/head
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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.

  • #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.

#3,757
in Educational Services (4,024 peers)
-8.0%
assets change YoY
2.2×
vs typical plan assets (national mean)

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.

National University Retirement Savings Plan's outsized position 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

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

National University Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National University Retirement Savings Plan lands in the large band (1,747 participants).

Plan-year Form 5500 strip

Filing strip 237172306 · National University PY 2022 · Other

National University Retirement Savings Plan · $222M · 1,747 · 96th

  • ASSETS $222M
  • PCT 1,747
  • EIN 96th
  • RANK Other
  • PHOTO near Haverford College Defined Contribution Retirement Plan
  • IND ind #3757

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 →

National University Retirement Savings Plan in the asset neighbourhood

Rhode Island School of Design Retirement PlanRhode Island School of Desig…$224MRutland Regional Health Services Retirement Savings PlanRutland Regional Health Serv…$223MUniversity of Portland Defined Contribution and Tax Deferred AnnuityUniversity of Portland Defin…$223MHaverford College Defined Contribution Retirement PlanHaverford College Defined Co…$223MNational University Retirement Savings PlanNational University Retireme…$222M
End-of-year total assets ($M) among National University Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$242M
Net Assets (End of Year)$222M
Net Income-$19M
Employer EIN237172306
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National University)

Sponsor-wide plan assets over time

All National University plans reported in each filing year

Latest sponsor-wide plan assets
$319M 43.64477458695001% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $222M $319M ▲ +43.6%
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 Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants National University Retirement Savings Plan, Total assets ($B): 0.222297001 · Participants: 1747National University Retirement Savings 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
National University Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare National University Retirement Savings Plan side-by-side with 3 peers →

National University Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Haverford College Defined Contribution Retirement Plan in PA ($223M); by covered participants it is The Catholic University of America Retirement Plan in DC (1,751 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,747 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 National University Retirement Savings Plan assets move in 2022? ▼
National University Retirement Savings Plan pulled back noticeably - down 8.0% during 2022, from $242M to $222M. Reported net income was -$19M.
How have National University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National University's sponsor-wide assets grew 43.6%, from $222M to $319M.
Where does National University Retirement Savings Plan rank by assets among Form 5500 filers? ▼
National University Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to National University Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Haverford College Defined Contribution Retirement Plan in PA ($223M, 366 participants).
Which Other plans cover a similar participant headcount to National University Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Catholic University of America Retirement Plan in DC (1,751 participants, $500M 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 237172306.

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.