Other · DOL Form 5500 · 2023
Pepperdine University Retirement Plan
Data updated 2026-08-25
- $576M
- Total assets Above avg plan size
- 1,777
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $324,141
- Avg per participant High balance/head
Official DOL plan name: Pepperdine University Retirement Plan · Sponsored by Pepperdine University · California · Educational Services
$576M in assets, 1,777 participants
Pepperdine University's Pepperdine University Retirement Plan reported $576M in total assets and 1,777 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,615 in Educational Services (3,735 peers)
Coverage in California
Pepperdine University Retirement Plan covers 1,777 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $576M.
- #3,615
- in Educational Services (3,735 peers)
- +13.1%
- assets growth YoY
- 5.8×
- vs typical plan assets (national mean)
Pepperdine University Retirement Plan's outsized position by total assets
Pepperdine University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$575,998,516 Top 2% higher than 98% 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
Pepperdine University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepperdine University Retirement Plan lands in the large band (1,777 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pepperdine University Retirement Plan reported net income rose from -$105M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Pepperdine University Retirement Plan end-of-year assets rose from $509M in the plan year 2022 filing to $576M in the plan year 2023 filing.
- Pepperdine University Retirement Plan reported participants fell from 1,845 in the plan year 2022 filing to 1,777 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951644037 · Pepperdine University PY 2023 · Other
Pepperdine University Retirement Plan · $576M · 1,777 · 98th
- PHOTO $576M
- IND 1,777
- EOY 98th
- 5500 Other
- ASSETS near Embry-Riddle Aeronautical University Defined Contribution Retirement Plan
- PCT ind #3615
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 →
Pepperdine University Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $509M |
|---|---|
| Net Assets (End of Year) | $576M |
| Net Income | $67M |
| Employer EIN | 951644037 |
| Plan Effective Date | 1946-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pepperdine University)
Sponsor-wide plan assets over time
All Pepperdine University plans reported in each filing year
- Latest sponsor-wide plan assets
- $633M 24.40790349778334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,845 | $509M |
| 2023 | 1 | 1,777 | $576M |
| 2024 | 1 | 1,867 | $633M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Pepperdine University Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Embry-Riddle Aeronautical University Defined Contribution Retirement Plan in FL ($575M); by covered participants it is Rutland Regional Health Services Retirement Savings Plan in VT (1,787 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($576M here).
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan (FL) $575M · 3,904
- Amherst College Defined Contribution Retirement Plan (MA) $579M · 2,170
- Baylor Scott & White Health 403(b) Savings Plan (TX) $580M · 5,360
- Smith College Defined Contribution Retirement Plan (MA) $583M · 1,843
Similar participant headcount
Nearest other-state filings by covered participants (1,777 participants); asset peers above are excluded.
- Rutland Regional Health Services Retirement Savings Plan (VT) 1,787 · 10 off
- Central Washington Health Services Association Tax Sheltered Annuity Plan (WA) 1,763 · 14 off
- West Virginia University Medical Corporation 403(b) Plan (WV) 1,761 · 16 off
- Atsu Employee Retirement Plan (MO) 1,759 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.