Other · DOL Form 5500 · 2022
The University Corporation Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 420
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $31,869
- Avg per participant Low balance/head
Official DOL plan name: The University Corporation 403(b) Plan · Sponsored by The University Corporation · California · Educational Services
$13M in assets, 420 participants
The University Corporation's The University Corporation 403(b) Plan reported $13M in total assets and 420 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #2,125 in Educational Services (4,024 peers)
The University Corporation multi-year trail
The University Corporation's plans moved +11.0% in assets from 2022 to 2024; this filing shows The University Corporation 403(b) Plan at $13M / 420 participants.
- #2,125
- in Educational Services (4,024 peers)
- +8.9%
- assets growth YoY
The University Corporation 403(b) Plan's outsized position by total assets
The University Corporation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,385,172 Top 29% higher than 71% 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
The University Corporation 403(b) 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. The University Corporation 403(b) Plan sits mid-pack in the medium band (420 participants).
Plan-year Form 5500 strip
Filing strip 951992732 · The University Corporation PY 2022 · Other
The University Corporation 403(b) Plan · $13M · 420 · 71st
- EBSA $13M
- PART 420
- TYPE 71st
- NET Other
- BOOK near Lamprey Health Care 403(b) Plan
- VS-ST ind #2125
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 →
The University Corporation 403(b) Plan in the asset neighbourhood
The University Corporation multi-year asset trail
Sponsor-wide plan assets over time
All The University Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 11.042898813702207% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 420 | $13M |
| 2023 | 1 | 416 | $14M |
| 2024 | 1 | 409 | $15M |
The University Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 951992732 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
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
The University Corporation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lamprey Health Care 403(b) Plan in NH ($13M); by covered participants it is Sourceamerica Tax Deferred Annuity Plan in VA (420 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Lamprey Health Care 403(b) Plan (NH) $13M · 201
- Mpfc 403b Retirement Plan (FL) $13M · 121
- Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan (PA) $13M · 239
- Opportunity Council 403(b) Plan (WA) $13M · 351
Similar participant headcount
Nearest other-state filings by covered participants (420 participants); asset peers above are excluded.
- Sourceamerica Tax Deferred Annuity Plan (VA) 420 · 0 off
- Hospice of Henderson County, Inc. Retirement Plan (NC) 420 · 0 off
- Columbia Grammar and Preparatory School 403(b) DC Plan (NY) 420 · 0 off
- Jewish Social Service Agency 403(b) Plan (MD) 420 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.