Other · DOL Form 5500 · 2022
Western University of Health Sciences Retirement Plan
Data updated 2026-08-25
- $258M
- Total assets Near avg plan size
- 1,205
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $214,237
- Avg per participant Above avg balance/head
Official DOL plan name: Western University of Health Sciences 403(b) Plan · Sponsored by Western University of Health Sciences · California · Educational Services
$258M in assets, 1,205 participants
Western University of Health Sciences's Western University of Health Sciences 403(b) Plan reported $258M in total assets and 1,205 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.
- #3,786 in Educational Services (4,024 peers)
Where Western University of Health Sciences 403(b) Plan sits by assets
Western University of Health Sciences 403(b) Plan sits in the top 5% of all filed plans by assets, $258M for 1,205 participants (~$214,237/participant), down 11.9% in 2022.
- #3,786
- in Educational Services (4,024 peers)
- -11.9%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western University of Health Sciences 403(b) Plan's outsized position by total assets
Western University of Health Sciences 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$258,155,173 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
Western University of Health Sciences 403(b) 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. Western University of Health Sciences 403(b) Plan lands in the large band (1,205 participants).
EBSA filing schedule strip
Filing strip 953127273 · Western University of Health Sciences PY 2022 · Other
Western University of Health Sciences 403(b) Plan · $258M · 1,205 · 96th
- EBSA $258M
- PART 1,205
- TYPE 96th
- NET Other
- BOOK near Blessing Corporate Services Employees Savings Plan
- VS-ST ind #3786
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 →
Western University of Health Sciences 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $293M |
|---|---|
| Net Assets (End of Year) | $258M |
| Net Income | -$35M |
| Employer EIN | 953127273 |
| Plan Effective Date | 1978-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western University of Health Sciences)
Sponsor-wide plan assets over time
All Western University of Health Sciences plans reported in each filing year
- Latest sponsor-wide plan assets
- $336M 30.098412167010885% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,205 | $258M |
| 2023 | 1 | 1,423 | $301M |
| 2024 | 1 | 1,480 | $336M |
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
Western University of Health Sciences 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Blessing Corporate Services Employees Savings Plan in IL ($259M); by covered participants it is Valley View Hospital 403(b) Plan in CO (1,204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($258M here).
- Blessing Corporate Services Employees Savings Plan (IL) $259M · 3,579
- Peacehealth Southwest Medical Center Retirement Savings Plan (WA) $260M · 3,224
- Operating Engineers Local 428 Annuity Trust Fund (AZ) $256M · 7,538
- Swedish Health Services 403(b) Retirement Plan (WA) $256M · 1,489
Similar participant headcount
Nearest other-state filings by covered participants (1,205 participants); asset peers above are excluded.
- Valley View Hospital 403(b) Plan (CO) 1,204 · 1 off
- Washington and Lee University Defined Contribution Plan (VA) 1,209 · 4 off
- Burke Rehabilitation Hospital 403(b) Plan (NY) 1,213 · 8 off
- Community Hospital 403(b) Plan (CO) 1,196 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.