Money Purchase · DOL Form 5500 · 2022
Santa Clara University Money Purchase Plan
Data updated 2026-08-25
- $389M
- Total assets Above avg plan size
- 1,943
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $199,952
- Avg per participant Above avg balance/head
Official DOL plan name: Santa Clara University Defined Contribution Retirement Plan · Sponsored by Santa Clara University · California · Educational Services
$389M in assets, 1,943 participants
Santa Clara University's Santa Clara University Defined Contribution Retirement Plan reported $389M in total assets and 1,943 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,871 in Educational Services (4,024 peers)
Coverage in California
Santa Clara University Defined Contribution Retirement Plan covers 1,943 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $389M.
- #3,871
- in Educational Services (4,024 peers)
- -16.4%
- assets change YoY
- 3.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Santa Clara University Defined Contribution Retirement Plan's outsized position by total assets
Santa Clara University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$388,507,336 Top 3% higher than 97% 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
Santa Clara University Defined Contribution Retirement 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. Santa Clara University Defined Contribution Retirement Plan lands in the large band (1,943 participants).
Form 5500 schedule snapshot
Filing strip 941156617 · Santa Clara University PY 2022 · Money Purchase
Santa Clara University Defined Contribution Retirement Plan · $389M · 1,943 · 97th
- NET $389M
- NET 1,943
- NET 97th
- NET Money Purchase
- NET near Ironworkers Local 11 Annuity Fund
- NET ind #3871
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 →
Santa Clara University Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $465M |
|---|---|
| Net Assets (End of Year) | $389M |
| Net Income | -$76M |
| Employer EIN | 941156617 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Clara University)
Sponsor-wide plan assets over time
All Santa Clara University plans reported in each filing year
- Latest sponsor-wide plan assets
- $980M 33.9182279976371% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,837 | $732M |
| 2023 | 2 | 4,077 | $856M |
| 2024 | 2 | 3,746 | $980M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Santa Clara University Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Ironworkers Local 11 Annuity Fund in NJ ($384M); by covered participants it is Plumbers & Pipefitters Local 9 Surety Plan in NJ (1,957 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($389M here).
- Ironworkers Local 11 Annuity Fund (NJ) $384M · 1,139
- Annuity Fd of the Electrical Industry of Long Island (NY) $400M · 2,186
- Skadden Arps Slate Meagher & Flom Retirement Plan (NY) $401M · 325
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan (WI) $374M · 1,715
Similar participant headcount
Nearest other-state filings by covered participants (1,943 participants); asset peers above are excluded.
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) 1,957 · 14 off
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust (OH) 1,965 · 22 off
- Central Iowa Carpenters Money Purchase Plan (MN) 1,984 · 41 off
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan (TN) 1,999 · 56 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.