Other · DOL Form 5500 · 2022

Palo Alto University, Inc Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
211
Participants Below avg headcount
82nd
Percentile by assets National rank
$130,358
Avg per participant Near avg balance/head
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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.

  • #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.

#2,700
in Educational Services (4,024 peers)
+11.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Palo Alto University, Inc. Combined 403(b) Plan's outsized position by total assets

Palo Alto University, Inc. Combined 403(b) Plan vs every filed plan by assets

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

$27,505,513 Top 18% higher than 82% 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

Palo Alto University, Inc. Combined 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. Palo Alto University, Inc. Combined 403(b) Plan sits mid-pack in the medium band (211 participants).

Plan-year Form 5500 strip

Filing strip 942340692 · Palo Alto University, Inc PY 2022 · Other

Palo Alto University, Inc. Combined 403(b) Plan · $28M · 211 · 82nd

  • EOY $28M
  • 5500 211
  • ASSETS 82nd
  • PCT Other
  • EIN near Lincoln School 403(b) Retirement Plan
  • RANK ind #2700

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 →

Palo Alto University, Inc. Combined 403(b) Plan in the asset neighbourhood

Palo Alto University, Inc. Combined 403(b) PlanPalo Alto University, Inc. C…$28MLincoln School 403(b) Retirement PlanLincoln School 403(b) Retire…$28MBoston Foundation 403(b) Plan$27MClinica Family Health 403(b) PlanClinica Family Health 403(b)…$27MWilson College Defined Contribution Retirement PlanWilson College Defined Contr…$27M
End-of-year total assets ($M) among Palo Alto University, Inc. Combined 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN942340692
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palo Alto University, Inc)

Sponsor-wide plan assets over time

All Palo Alto University, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$34M 23.45633764402067% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $27.5M $34M ▲ +23.4%
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 Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Palo Alto University, Inc. Combined 403(b) Plan, Total assets ($B): 0.027505513 · Participants: 211Palo Alto University, Inc. Combined 403(b) 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
Palo Alto University, Inc. Combined 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Palo Alto University, Inc. Combined 403(b) Plan side-by-side with 3 peers →

Palo Alto University, Inc. Combined 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lincoln School 403(b) Retirement Plan in RI ($28M); by covered participants it is 403 B Thrift Plan of Opportunities Inc of Jefferson County in WI (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Palo Alto University, Inc. Combined 403(b) Plan assets move in 2022? ▼
Palo Alto University, Inc. Combined 403(b) Plan grew at a solid clip - up 11.6% during 2022, from $25M to $28M. Reported net income was $3M.
How have Palo Alto University, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palo Alto University, Inc's sponsor-wide assets grew 23.5%, from $28M to $34M.
Where does Palo Alto University, Inc. Combined 403(b) Plan rank by assets among Form 5500 filers? ▼
Palo Alto University, Inc. Combined 403(b) Plan ranks in the 82nd 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 Palo Alto University, Inc. Combined 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Lincoln School 403(b) Retirement Plan in RI ($28M, 116 participants).
Which Other plans cover a similar participant headcount to Palo Alto University, Inc. Combined 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is 403 B Thrift Plan of Opportunities Inc of Jefferson County in WI (211 participants, $8M 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 942340692.

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.