Other · DOL Form 5500 · 2022
Santa Clara University Retirement Plan
Data updated 2026-08-11
- $343M
- Total assets
- 1,894
- Participants
- 97th
- Percentile by assets
- $181,252
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $343M
- total plan assets (2022 EOY)
- 1,894
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $181,252
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Santa Clara University Tax-Deferred Annunity Plan reports 1,894 participants - 3.0x that state average ($343M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $416M |
|---|---|
| Net Assets (End of Year) | $343M |
| Net Income | -$73M |
| Employer EIN | 941156617 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Clara University)
| 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
- 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 Santa Clara University Tax-Deferred Annunity Plan by total assets, not by location.
- Stamford Health System Defined Contribution Retirement Plan (CT) $343M · 3,694
- Waicu Retirement Readiness Plan (WI) $343M · 2,238
- Touro 403(b) Plan (NY) $342M · 4,099
- The University of Chicago Medical Center Supplemental Annuity Retirement Plan (IL) $345M · 3,665
Frequently Asked Questions
How did Santa Clara University Tax-Deferred Annunity Plan assets move in 2022? ▼
How have Santa Clara University plan assets changed over time? ▼
Where does Santa Clara University Tax-Deferred Annunity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Santa Clara University Tax-Deferred Annunity Plan? ▼
Next read for Santa Clara University Tax-Deferred Annu…
Filing takeaways
Ways to act on Santa Clara University Tax-Deferred Annunity Plan's numbers.
- By total assets, Santa Clara University Tax-Deferred Annunity 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
- Santa Clara University's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Educational Services plans