Other · DOL Form 5500 · 2022

The University of Redlands Retirement Plan

Data updated 2026-08-25

$203M
Total assets Near avg plan size
915
Participants Near avg headcount
96th
Percentile by assets National rank
$221,348
Avg per participant Above avg balance/head
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Official DOL plan name: University of Redlands Retirement Plan · Sponsored by The University of Redlands · California · Educational Services

$203M in assets, 915 participants

The University of Redlands's University of Redlands Retirement Plan reported $203M in total assets and 915 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,729 in Educational Services (4,024 peers)

Where University of Redlands Retirement Plan sits by assets

University of Redlands Retirement Plan sits in the top 5% of all filed plans by assets, $203M for 915 participants (~$221,348/participant), up 7.6% in 2022.

#3,729
in Educational Services (4,024 peers)
+7.6%
assets growth YoY
2.0×
vs typical plan assets (national mean)

University of Redlands Retirement Plan's outsized position by total assets

University of Redlands Retirement Plan vs every filed plan by assets

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

$202,533,847 Top 4% higher than 96% 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

University of Redlands 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. University of Redlands Retirement Plan sits mid-pack in the medium band (915 participants).

DOL schedule card

Filing strip 951643389 · The University of Redlands PY 2022 · Other

University of Redlands Retirement Plan · $203M · 915 · 96th

  • PART $203M
  • TYPE 915
  • NET 96th
  • BOOK Other
  • VS-ST near Horace Mann School Retirement and Savings Plan
  • BOY ind #3729

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 →

University of Redlands Retirement Plan in the asset neighbourhood

Calvin University 403(b) Retirement PlanCalvin University 403(b) Ret…$204MBrookings Savings and Retirement PlanBrookings Savings and Retire…$203MHorace Mann School Retirement and Savings PlanHorace Mann School Retiremen…$203MUniversity of Redlands Retirement PlanUniversity of Redlands Retir…$203MGillette Children's Specialty Healthcare Matched Savings Retirement PlanGillette Children's Specialt…$201M
End-of-year total assets ($M) among University of Redlands Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$188M
Net Assets (End of Year)$203M
Net Income$14M
Employer EIN951643389
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Redlands)

Sponsor-wide plan assets over time

All The University of Redlands plans reported in each filing year

Latest sponsor-wide plan assets
$234M 15.48593702463964% vs 2022
2024 filing year
$190M$200M$210M$220M$230M$240M 202220232024 $203M $234M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 915 $203M
2023 1 887 $216M
2024 1 751 $234M

Nearby Other Plans in California

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

University of Redlands Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants University of Redlands Retirement Plan, Total assets ($B): 0.202533847 · Participants: 915University of Redlands Retirement 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
University of Redlands Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare University of Redlands Retirement Plan side-by-side with 3 peers →

University of Redlands Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Horace Mann School Retirement and Savings Plan in NY ($203M); by covered participants it is The Adirondack Health Tax Deferred Annuity Plan in NY (915 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (915 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 University of Redlands Retirement Plan assets move in 2022? ▼
University of Redlands Retirement Plan grew at a solid clip - up 7.6% during 2022, from $188M to $203M. Reported net income was $14M.
How have The University of Redlands plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Redlands's sponsor-wide assets grew 15.5%, from $203M to $234M.
Where does University of Redlands Retirement Plan rank by assets among Form 5500 filers? ▼
University of Redlands Retirement Plan ranks in the 96th 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 University of Redlands Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Horace Mann School Retirement and Savings Plan in NY ($203M, 392 participants).
Which Other plans cover a similar participant headcount to University of Redlands Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Adirondack Health Tax Deferred Annuity Plan in NY (915 participants, $79M 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 951643389.

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.