Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Fielding Graduate University 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Fielding Graduate University · California · Educational Services

What the 2023 filing shows

Fielding Graduate University 403(b) Plan holds $42M for 185 participants — about $227,703 per participant, up 9.8% over the 2022 plan year.

$42M
total plan assets (2022 EOY)
185
covered participants
$227,703
avg assets per participant
+9.8%
assets growth YoY
Total Assets (2023)
$42M
Participants
185
State
Industry
Educational Services

What the Filing Says About Fielding Graduate University 403(b) Plan

Fielding Graduate University 403(b) Plan is a Profit Sharing retirement plan sponsored by Fielding Graduate University, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 185 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 952882724, and the plan has been effective since 1978-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $38M at the beginning of 2022 to $42M at year-end — a gain of 9.8%. Net assets (after liabilities) closed the year at $42M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$38M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$4M
Plan TypeProfit Sharing
Employer EIN952882724
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fielding Graduate University)

Year Plans Participants Total Assets
2022 1 185 $42M
2023 1 194 $41M

Nearby Profit Sharing Plans in California

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Frequently Asked Questions

How much money is in the Fielding Graduate University 403(b) Plan?
As of the 2022 Form 5500 filing, Fielding Graduate University 403(b) Plan holds $42M in total assets with 185 participants. It is sponsored by Fielding Graduate University.
What type of plan is Fielding Graduate University 403(b) Plan?
Fielding Graduate University 403(b) Plan is a Profit Sharing plan. It has been effective since 1978-01-01. The plan is filed with the U.S. Department of Labor under EIN 952882724.
Who sponsors the Fielding Graduate University 403(b) Plan?
Fielding Graduate University 403(b) Plan is sponsored by Fielding Graduate University, located in California. The sponsor's EIN is 952882724 and the plan operates in the Educational Services industry.
How did Fielding Graduate University 403(b) Plan perform in 2022?
Fielding Graduate University 403(b) Plan grew by 9.8% during 2022, moving from $38M to $42M in total assets. Net income was $4M.
Where can I find official filings for Fielding Graduate University 403(b) Plan?
Official Form 5500 filings for Fielding Graduate University 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952882724 or plan name at efast.dol.gov.
How does Fielding Graduate University 403(b) Plan compare to other plans?
You can compare Fielding Graduate University 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 952882724.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.