Other · DOL Form 5500 · 2022
Palo Alto University, Inc Retirement Plan
Data updated 2026-08-11
- $28M
- Total assets
- 211
- Participants
- 82nd
- Percentile by assets
- $130,358
- Avg per participant
Official DOL plan name: Palo Alto University, Inc. Combined 403(b) Plan · Sponsored by Palo Alto University, Inc · California · Educational Services
$28M in assets, 211 participants
Palo Alto University, Inc's Palo Alto University, Inc. Combined 403(b) Plan reported $28M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #2,700 in Educational Services (4,024 peers)
Coverage in California
Palo Alto University, Inc. Combined 403(b) Plan covers 211 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $28M.
- $28M
- total plan assets (2022 EOY)
- 211
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $130,358
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Palo Alto University, Inc. Combined 403(b) Plan reports 211 participants - about 33% of that state average ($28M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 942340692 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palo Alto University, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $28M |
| 2023 | 1 | 231 | $30M |
| 2024 | 1 | 222 | $34M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Palo Alto University, Inc. Combined 403(b) Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Palo Alto University, Inc. Combined 403(b) Plan by total assets, not by location.
- Lincoln School 403(b) Retirement Plan (RI) $28M · 116
- Boston Foundation 403(b) Plan (MA) $27M · 137
- Clinica Family Health 403(b) Plan (CO) $27M · 603
- Wilson College Defined Contribution Retirement Plan (PA) $27M · 166
Frequently Asked Questions
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Filing takeaways
Ways to act on Palo Alto University, Inc. Combined 403(b) Plan's numbers.
- By total assets, Palo Alto University, Inc. Combined 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Palo Alto University, Inc's sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Educational Services plans