Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LOYOLA MARYMOUNT UNIVERSITY

This Profit Sharing plan holds $405M in total assets and serves 2,847 participants as of 2022. It is sponsored by LOYOLA MARYMOUNT UNIVERSITY in California. The plan reported a net loss of $82M for the year.

Total Assets (2023)
$405M
Participants
2,847
State
Industry
Educational Services

What the Filing Says About LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by LOYOLA MARYMOUNT UNIVERSITY, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $405M in total end-of-year assets and covers 2,847 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951643334, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $487M at the beginning of 2022 to $405M at year-end — a decline of 16.9%. Net assets (after liabilities) closed the year at $405M, with reported net income of $-82,296,766 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$487M
Total Assets (End of Year)$405M
Net Assets (End of Year)$405M
Net Income$-82,296,766
Plan TypeProfit Sharing
Employer EIN951643334
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LOYOLA MARYMOUNT UNIVERSITY)

Year Plans Participants Total Assets
2022 1 2,847 $405M
2023 1 2,985 $472M
2024 1 3,095 $538M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2022 Form 5500 filing, LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN holds $405M in total assets with 2,847 participants. It is sponsored by LOYOLA MARYMOUNT UNIVERSITY.
What type of plan is LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 951643334.
Who sponsors the LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by LOYOLA MARYMOUNT UNIVERSITY, located in California. The sponsor's EIN is 951643334 and the plan operates in the Educational Services industry.
How did LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2022?
LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN declined by 16.9% during 2022, moving from $487M to $405M in total assets. Net income was $-82,296,766.
Where can I find official filings for LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951643334 or plan name at efast.dol.gov.
How does LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 951643334.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.