Money Purchase · DOL Form 5500 · 2023
California State University, Long Beach Research Foundation Money Purchase Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 127
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $229,925
- Avg per participant Above avg balance/head
Official DOL plan name: California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan · Sponsored by California State University, Long Beach Research Foundation · California · Other Services
$29M in assets, 127 participants
California State University, Long Beach Research Foundation's California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan reported $29M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #7,020 in Other Services (7,857 peers)
Coverage in California
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $29M.
- #7,020
- in Other Services (7,857 peers)
- +16.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan's outsized position by total assets
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,200,469 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan reported participants rose from 122 in the plan year 2022 filing to 127 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 956106694 · California State University, Long Beach Research Foundation PY 2023 · Money Purchase
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan · $29M · 127 · 79th
- ASSETS $29M
- PCT 127
- EIN 79th
- RANK Money Purchase
- PHOTO near Museum of Science Retirement Plan
- IND ind #7020
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 Other Services retirement plans → · Plans in California →
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 956106694 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California State University, Long Beach Research Foundation)
Sponsor-wide plan assets over time
All California State University, Long Beach Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 22.136290176035843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $25M |
| 2023 | 1 | 127 | $29M |
| 2024 | 1 | 128 | $31M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Museum of Science Retirement Plan in MA ($29M); by covered participants it is Fraunhofer USA, Inc. 401(a) DC Plan in MI (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Fraunhofer USA, Inc. 401(a) DC Plan (MI) 128 · 1 off
- N.T.E.U. Money Purchase Plan (DC) 126 · 1 off
- Elder Services of Cape Cod and the Islands, Inc. Pension Trust (MA) 126 · 1 off
- Start Employee's Retirement Plan (NY) 128 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.