Other · DOL Form 5500 · 2022
Claremont Graduate University Retirement Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 514
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $303,857
- Avg per participant High balance/head
Official DOL plan name: Claremont Graduate University Academic Retirement Plan · Sponsored by Claremont Graduate University · California · Educational Services
$156M in assets, 514 participants
Claremont Graduate University's Claremont Graduate University Academic Retirement Plan reported $156M in total assets and 514 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,659 in Educational Services (4,024 peers)
Where Claremont Graduate University Academic Retirement Plan sits by assets
Claremont Graduate University Academic Retirement Plan sits in the top 5% of all filed plans by assets, $156M for 514 participants (~$303,857/participant), down 14.4% in 2022.
- #3,659
- in Educational Services (4,024 peers)
- -14.4%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Claremont Graduate University Academic Retirement Plan's outsized position by total assets
Claremont Graduate University Academic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$156,182,357 Top 5% higher than 95% 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
Claremont Graduate University Academic Retirement Plan 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. Claremont Graduate University Academic Retirement Plan sits mid-pack in the medium band (514 participants).
DOL schedule card
Filing strip 951664100 · Claremont Graduate University PY 2022 · Other
Claremont Graduate University Academic Retirement Plan · $156M · 514 · 95th
- IND $156M
- EOY 514
- 5500 95th
- ASSETS Other
- PCT near Emh Retirement Savings Plan
- EIN ind #3659
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 →
Claremont Graduate University Academic Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $182M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | -$26M |
| Employer EIN | 951664100 |
| Plan Effective Date | 1925-01-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claremont Graduate University)
Sponsor-wide plan assets over time
All Claremont Graduate University plans reported in each filing year
- Latest sponsor-wide plan assets
- $179M 14.73724845886402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 514 | $156M |
| 2023 | 1 | 515 | $171M |
| 2024 | 1 | 513 | $179M |
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
Claremont Graduate University Academic Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Emh Retirement Savings Plan in KY ($156M); by covered participants it is The College of Saint Rose 403(b) Retirement Plan in NY (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
- Emh Retirement Savings Plan (KY) $156M · 1,630
- Nwea DC Plan (OR) $157M · 782
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) $156M · 804
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) $155M · 2,708
Similar participant headcount
Nearest other-state filings by covered participants (514 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.