Other · DOL Form 5500 · 2023
Pepperdine University Retirement Plan
Data updated 2026-08-11
- $576M
- Total assets
- 1,777
- Participants
- 98th
- Percentile by assets
- $324,141
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $576M
- total plan assets (2023 EOY)
- 1,777
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $324,141
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Pepperdine University Retirement Plan reports 1,777 participants - 2.8x that state average ($576M EOY assets).
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)
| 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.
Pepperdine University Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Pepperdine University Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Pepperdine University Retirement Plan assets move in 2023? ▼
How have Pepperdine University plan assets changed over time? ▼
Where does Pepperdine University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Pepperdine University Retirement Plan? ▼
Next read for Pepperdine University Retirement Plan
Filing takeaways
Ways to act on Pepperdine University Retirement Plan's numbers.
- By total assets, Pepperdine University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Pepperdine University's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Educational Services plans