Other · DOL Form 5500 · 2022
Loyola Marymount University Retirement Plan
Data updated 2026-08-25
- $405M
- Total assets Above avg plan size
- 2,847
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $142,094
- Avg per participant Near avg balance/head
Official DOL plan name: Loyola Marymount University Defined Contribution Retirement Plan · Sponsored by Loyola Marymount University · California · Educational Services
$405M in assets, 2,847 participants
Loyola Marymount University's Loyola Marymount University Defined Contribution Retirement Plan reported $405M in total assets and 2,847 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,878 in Educational Services (4,024 peers)
Coverage in California
Loyola Marymount University Defined Contribution Retirement Plan covers 2,847 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $405M.
- #3,878
- in Educational Services (4,024 peers)
- -16.9%
- assets change YoY
- 4.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Loyola Marymount University Defined Contribution Retirement Plan's outsized position by total assets
Loyola Marymount University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$404,541,854 Top 3% higher than 97% 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
Loyola Marymount University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loyola Marymount University Defined Contribution Retirement Plan lands in the large band (2,847 participants).
Published 5500 schedule card
Filing strip 951643334 · Loyola Marymount University PY 2022 · Other
Loyola Marymount University Defined Contribution Retirement Plan · $405M · 2,847 · 97th
- IND $405M
- IND 2,847
- IND 97th
- IND Other
- IND near Fairfield University Defined Contribution Retirement Plan
- IND ind #3878
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 →
Loyola Marymount University Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $487M |
|---|---|
| Net Assets (End of Year) | $405M |
| Net Income | -$82M |
| Employer EIN | 951643334 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loyola Marymount University)
Sponsor-wide plan assets over time
All Loyola Marymount University plans reported in each filing year
- Latest sponsor-wide plan assets
- $538M 32.993083578442295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,847 | $405M |
| 2023 | 1 | 2,985 | $472M |
| 2024 | 1 | 3,095 | $538M |
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
Loyola Marymount University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Fairfield University Defined Contribution Retirement Plan in CT ($403M); by covered participants it is Peckham, Inc. 403(b) Tda Plan in MI (2,845 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($405M here).
- Fairfield University Defined Contribution Retirement Plan (CT) $403M · 1,026
- Duquesne University 403(b) Defined Contribution Retirement Plan (PA) $402M · 1,872
- Bentley University Retirement Plan (MA) $407M · 1,134
- Ici Multiple Employer Plan (IN) $409M · 2,630
Similar participant headcount
Nearest other-state filings by covered participants (2,847 participants); asset peers above are excluded.
- Peckham, Inc. 403(b) Tda Plan (MI) 2,845 · 2 off
- St. Barnabas Hospital 403(b) Plan (NY) 2,837 · 10 off
- St. Francis Medical Center Tax Deferred Annuity Plan (MO) 2,831 · 16 off
- Saint Francis Healthcare System Tax Deferred Annuity Plan (MO) 2,831 · 16 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.