Other · DOL Form 5500 · 2022

Woodbury University Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
203
Participants Below avg headcount
84th
Percentile by assets National rank
$159,877
Avg per participant Above avg balance/head
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Official DOL plan name: Woodbury University 403(b) Retirement Plan for Employees · Sponsored by Woodbury University · California · Educational Services

$32M in assets, 203 participants

Woodbury University's Woodbury University 403(b) Retirement Plan for Employees reported $32M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,824 in Educational Services (4,024 peers)

Coverage in California

Woodbury University 403(b) Retirement Plan for Employees covers 203 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $32M.

#2,824
in Educational Services (4,024 peers)
-11.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Woodbury University 403(b) Retirement Plan for Employees's outsized position by total assets

Woodbury University 403(b) Retirement Plan for Employees vs every filed plan by assets

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

$32,455,029 Top 16% higher than 84% 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

Woodbury University 403(b) Retirement Plan for Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodbury University 403(b) Retirement Plan for Employees sits mid-pack in the medium band (203 participants).

EBSA filing schedule strip

Filing strip 952786163 · Woodbury University PY 2022 · Other

Woodbury University 403(b) Retirement Plan for Employees · $32M · 203 · 84th

  • EOY $32M
  • 5500 203
  • ASSETS 84th
  • PCT Other
  • EIN near Harbor Health Services, Inc. 403(b) Plan
  • RANK ind #2824

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 →

Woodbury University 403(b) Retirement Plan for Employees in the asset neighbourhood

June Shelton School and Evaluation Center 403(b) DC and Tda PlanJune Shelton School and Eval…$32MGuideposts Retirement Savings PlanGuideposts Retirement Saving…$32MWoodbury University 403(b) Retirement Plan for EmployeesWoodbury University 403(b) R…$32MHarbor Health Services, Inc. 403(b) PlanHarbor Health Services, Inc.…$32MAmerican Geophysical Union Retirement PlanAmerican Geophysical Union R…$32M
End-of-year total assets ($M) among Woodbury University 403(b) Retirement Plan for Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$4M
Employer EIN952786163
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodbury University)

Sponsor-wide plan assets over time

All Woodbury University plans reported in each filing year

Latest sponsor-wide plan assets
$46M 5.8787035084203545% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $48.7M $45.9M ▼ -5.9%
Year Plans Participants Total Assets
2022 2 256 $49M
2023 2 260 $55M
2024 2 253 $46M

Nearby Other Plans in California

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

Woodbury University 403(b) Retirement Plan for Employees vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Woodbury University 403(b) Retirement Plan for Employees, Total assets ($B): 0.032455029 · Participants: 203Woodbury University 403(b) Retirement Plan for EmployeesStanford 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
Woodbury University 403(b) Retirement Plan for Employees vs. nearby Other plans in California, assets vs. participants
Compare Woodbury University 403(b) Retirement Plan for Employees side-by-side with 3 peers →

Woodbury University 403(b) Retirement Plan for Employees's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Harbor Health Services, Inc. 403(b) Plan in MA ($32M); by covered participants it is Cumberland County Hospital 403(b) Plan in KY (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Woodbury University 403(b) Retirement Plan for Employees assets move in 2022? ▼
Woodbury University 403(b) Retirement Plan for Employees pulled back noticeably - down 11.8% during 2022, from $37M to $32M. Reported net income was -$4M.
How have Woodbury University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodbury University's sponsor-wide assets declined 5.9%, from $49M to $46M.
Where does Woodbury University 403(b) Retirement Plan for Employees rank by assets among Form 5500 filers? ▼
Woodbury University 403(b) Retirement Plan for Employees ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Woodbury University 403(b) Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by assets is Harbor Health Services, Inc. 403(b) Plan in MA ($32M, 541 participants).
Which Other plans cover a similar participant headcount to Woodbury University 403(b) Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by covered participants is Cumberland County Hospital 403(b) Plan in KY (203 participants, $8M 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 952786163.

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.