Other · DOL Form 5500 · 2022

Notre Dame De Namur University Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
229
Participants Below avg headcount
87th
Percentile by assets National rank
$191,208
Avg per participant Above avg balance/head
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Official DOL plan name: Notre Dame De Namur University DC Retirement Plan · Sponsored by Notre Dame De Namur University · California · Educational Services

$44M in assets, 229 participants

Notre Dame De Namur University's Notre Dame De Namur University DC Retirement Plan reported $44M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,047 in Educational Services (4,024 peers)

Coverage in California

Notre Dame De Namur University DC Retirement Plan covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $44M.

#3,047
in Educational Services (4,024 peers)
+1.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Notre Dame De Namur University DC Retirement Plan's outsized position by total assets

Notre Dame De Namur University DC Retirement Plan vs every filed plan by assets

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

$43,786,712 Top 13% higher than 87% 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

Notre Dame De Namur University DC 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. Notre Dame De Namur University DC Retirement Plan sits mid-pack in the medium band (229 participants).

Published 5500 schedule card

Filing strip 941156646 · Notre Dame De Namur University PY 2022 · Other

Notre Dame De Namur University DC Retirement Plan · $44M · 229 · 87th

  • RANK $44M
  • RANK 229
  • RANK 87th
  • RANK Other
  • RANK near University Medical Service Association, Inc. Tax Deferred Annuity Plan
  • RANK ind #3047

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 →

Notre Dame De Namur University DC Retirement Plan in the asset neighbourhood

Baycare Health System 403(b) ProgramBaycare Health System 403(b)…$44MNew England College DC Retirement PlanNew England College DC Retir…$44MCollege for Creative Studies 403(b) Retirement PlanCollege for Creative Studies…$44MUniversity Medical Service Association, Inc. Tax Deferred Annuity PlanUniversity Medical Service A…$44MNotre Dame De Namur University DC Retirement PlanNotre Dame De Namur Universi…$44M
End-of-year total assets ($M) among Notre Dame De Namur University DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$44M
Net Income$551K
Employer EIN941156646
Plan Effective Date1964-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Notre Dame De Namur University)

Sponsor-wide plan assets over time

All Notre Dame De Namur University plans reported in each filing year

Latest sponsor-wide plan assets
$46M 5.383432307043287% vs 2022
2024 filing year
$43M$44M$45M$46M$47M 202220232024 $43.8M $46.1M ▲ +5.4%
Year Plans Participants Total Assets
2022 1 229 $44M
2023 1 221 $46M
2024 1 144 $46M

Nearby Other Plans in California

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

Notre Dame De Namur University DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Notre Dame De Namur University DC Retirement Plan, Total assets ($B): 0.043786712 · Participants: 229Notre Dame De Namur University DC 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
Notre Dame De Namur University DC Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Notre Dame De Namur University DC Retirement Plan side-by-side with 3 peers →

Notre Dame De Namur University DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is University Medical Service Association, Inc. Tax Deferred Annuity Plan in FL ($44M); by covered participants it is Community Action Partnership of Mid-Nebraska 403(b) Plan in NE (229 participants). Same-state nearby plans are listed separately above.

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 Notre Dame De Namur University DC Retirement Plan assets move in 2022? ▼
Notre Dame De Namur University DC Retirement Plan edged up modestly - up 1.3% during 2022, from $43M to $44M. Reported net income was $551K.
How have Notre Dame De Namur University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Notre Dame De Namur University's sponsor-wide assets grew 5.4%, from $44M to $46M.
Where does Notre Dame De Namur University DC Retirement Plan rank by assets among Form 5500 filers? ▼
Notre Dame De Namur University DC Retirement Plan ranks in the 87th 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 Notre Dame De Namur University DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University Medical Service Association, Inc. Tax Deferred Annuity Plan in FL ($44M, N/A participants).
Which Other plans cover a similar participant headcount to Notre Dame De Namur University DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Action Partnership of Mid-Nebraska 403(b) Plan in NE (229 participants, $5M 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 941156646.

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.