Other · DOL Form 5500 · 2023

American Jewish University Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
156
Participants Small participant base
73rd
Percentile by assets National rank
$130,184
Avg per participant Near avg balance/head
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Official DOL plan name: American Jewish University DC Retirement Plan · Sponsored by American Jewish University · California · Educational Services

$20M in assets, 156 participants

American Jewish University's American Jewish University DC Retirement Plan reported $20M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,084 in Educational Services (3,735 peers)

Coverage in California

American Jewish University DC Retirement Plan covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $20M.

#2,084
in Educational Services (3,735 peers)
+18.1%
assets growth YoY

American Jewish University DC Retirement Plan's outsized position by total assets

American Jewish University DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,308,669 Top 27% higher than 73% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

American Jewish University DC 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. American Jewish University DC Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Jewish University DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Jewish University DC Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • American Jewish University DC Retirement Plan reported participants rose from 152 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951684064 · American Jewish University PY 2023 · Other

American Jewish University DC Retirement Plan · $20M · 156 · 73rd

  • EOY $20M
  • EOY 156
  • EOY 73rd
  • EOY Other
  • EOY near William Peace University Retirement Plan
  • EOY ind #2084

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 →

American Jewish University DC Retirement Plan in the asset neighbourhood

Denver Academy Defined Contribution Retirement PlanDenver Academy Defined Contr…$20MAmerican Jewish University DC Retirement PlanAmerican Jewish University D…$20MWilliam Peace University Retirement PlanWilliam Peace University Ret…$20MEmployee Benefit Plan of Koenig Equipment, IncEmployee Benefit Plan of Koe…$20MImagine! 403(b) Plan$20M
End-of-year total assets ($M) among American Jewish University DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN951684064
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Jewish University)

Sponsor-wide plan assets over time

All American Jewish University plans reported in each filing year

Latest sponsor-wide plan assets
$22M 30.22392621825843% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $22.4M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 152 $17M
2023 1 156 $20M
2024 1 155 $22M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

American Jewish University DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants American Jewish University DC Retirement Plan, Total assets ($B): 0.020308669 · Participants: 156American Jewish University DC Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
American Jewish University DC Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare American Jewish University DC Retirement Plan side-by-side with 3 peers →

American Jewish University DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is William Peace University Retirement Plan in NC ($20M); by covered participants it is The Foundation Schools Defined Contribution Retirement Plan in MD (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American Jewish University DC Retirement Plan assets move in 2023? ▼
American Jewish University DC Retirement Plan grew sharply - up 18.1% during 2023, from $17M to $20M. Reported net income was $3M.
How have American Jewish University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Jewish University's sponsor-wide assets grew 30.2%, from $17M to $22M.
Which Other plans are similar in size to American Jewish University DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is William Peace University Retirement Plan in NC ($20M, 139 participants).
Which Other plans cover a similar participant headcount to American Jewish University DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Foundation Schools Defined Contribution Retirement Plan in MD (156 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951684064.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.