Other · DOL Form 5500 · 2022

Santa Clara University Retirement Plan

Data updated 2026-08-25

$343M
Total assets Above avg plan size
1,894
Participants Near avg headcount
97th
Percentile by assets National rank
$181,252
Avg per participant Above avg balance/head
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Official DOL plan name: Santa Clara University Tax-Deferred Annunity Plan · Sponsored by Santa Clara University · California · Educational Services

$343M in assets, 1,894 participants

Santa Clara University's Santa Clara University Tax-Deferred Annunity Plan reported $343M in total assets and 1,894 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.

  • #3,848 in Educational Services (4,024 peers)

Coverage in California

Santa Clara University Tax-Deferred Annunity Plan covers 1,894 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $343M.

#3,848
in Educational Services (4,024 peers)
-17.5%
assets change YoY
3.4×
vs typical plan assets (national mean)

The plan reported a net loss of $73M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Clara University Tax-Deferred Annunity Plan's outsized position by total assets

Santa Clara University Tax-Deferred Annunity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$343,291,327 Top 3% higher than 97% 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

Santa Clara University Tax-Deferred Annunity 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 Tax-Deferred Annunity Plan lands in the large band (1,894 participants).

DOL schedule card

Filing strip 941156617 · Santa Clara University PY 2022 · Other

Santa Clara University Tax-Deferred Annunity Plan · $343M · 1,894 · 97th

  • IND $343M
  • EOY 1,894
  • 5500 97th
  • ASSETS Other
  • PCT near Stamford Health System Defined Contribution Retirement Plan
  • EIN ind #3848

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 Tax-Deferred Annunity Plan in the asset neighbourhood

The University of Chicago Medical Center Supplemental Annuity Retirement PlanThe University of Chicago Me…$345MSanta Clara University Tax-Deferred Annunity PlanSanta Clara University Tax-D…$343MStamford Health System Defined Contribution Retirement PlanStamford Health System Defin…$343MWaicu Retirement Readiness PlanWaicu Retirement Readiness P…$343MTouro 403(b) Plan$342M
End-of-year total assets ($M) among Santa Clara University Tax-Deferred Annunity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$416M
Net Assets (End of Year)$343M
Net Income-$73M
Employer EIN941156617
Plan Effective Date1997-01-01
Filing StatusFILING 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
$700M$800M$900M$1,000M$1,100M 202220232024 $732M $980M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 3,837 $732M
2023 2 4,077 $856M
2024 2 3,746 $980M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Santa Clara University Tax-Deferred Annunity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Santa Clara University Tax-Deferred Annunity Plan, Total assets ($B): 0.343291327 · Participants: 1894Santa Clara University Tax-Deferred Annunity 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
Santa Clara University Tax-Deferred Annunity Plan vs. nearby Other plans in California, assets vs. participants
Compare Santa Clara University Tax-Deferred Annunity Plan side-by-side with 3 peers →

Santa Clara University Tax-Deferred Annunity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Stamford Health System Defined Contribution Retirement Plan in CT ($343M); by covered participants it is St. Lawrence Health System 403(b) Retirement Plan in NY (1,894 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,894 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 Santa Clara University Tax-Deferred Annunity Plan assets move in 2022? ▼
Santa Clara University Tax-Deferred Annunity Plan declined sharply - down 17.5% during 2022, from $416M to $343M. Reported net income was -$73M.
How have Santa Clara University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Clara University's sponsor-wide assets grew 33.9%, from $732M to $980M.
Where does Santa Clara University Tax-Deferred Annunity Plan rank by assets among Form 5500 filers? ▼
Santa Clara University Tax-Deferred Annunity Plan ranks in the 97th 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 Santa Clara University Tax-Deferred Annunity Plan? ▼
Among Other plans in other states, the closest by assets is Stamford Health System Defined Contribution Retirement Plan in CT ($343M, 3,694 participants).
Which Other plans cover a similar participant headcount to Santa Clara University Tax-Deferred Annunity Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Lawrence Health System 403(b) Retirement Plan in NY (1,894 participants, $119M 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 941156617.

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.