Other · DOL Form 5500 · 2023
Point Loma Nazarene University Retirement Plan
Data updated 2026-08-25
- $153M
- Total assets Near avg plan size
- 1,397
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $109,607
- Avg per participant Below avg balance/head
Official DOL plan name: Point Loma Nazarene University Retirement Plan · Sponsored by Point Loma Nazarene University · California · Educational Services
$153M in assets, 1,397 participants
Point Loma Nazarene University's Point Loma Nazarene University Retirement Plan reported $153M in total assets and 1,397 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,326 in Educational Services (3,735 peers)
Coverage in California
Point Loma Nazarene University Retirement Plan covers 1,397 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $153M.
- #3,326
- in Educational Services (3,735 peers)
- +17.0%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Point Loma Nazarene University Retirement Plan's outsized position by total assets
Point Loma Nazarene University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$153,120,386 Top 6% higher than 94% 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
Point Loma Nazarene 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. Point Loma Nazarene University Retirement Plan lands in the large band (1,397 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Point Loma Nazarene University Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Point Loma Nazarene University Retirement Plan end-of-year assets rose from $131M in the plan year 2022 filing to $153M in the plan year 2023 filing.
- Point Loma Nazarene University Retirement Plan reported participants rose from 1,339 in the plan year 2022 filing to 1,397 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951644035 · Point Loma Nazarene University PY 2023 · Other
Point Loma Nazarene University Retirement Plan · $153M · 1,397 · 94th
- VS-ST $153M
- BOY 1,397
- SCH 94th
- EBSA Other
- PART near Tax Deferred Annuity Retirement Plan
- TYPE ind #3326
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 →
Point Loma Nazarene University Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $153M |
| Net Income | $22M |
| Employer EIN | 951644035 |
| Plan Effective Date | 1962-03-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Point Loma Nazarene University)
Sponsor-wide plan assets over time
All Point Loma Nazarene University plans reported in each filing year
- Latest sponsor-wide plan assets
- $171M 30.411016385489376% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,339 | $131M |
| 2023 | 1 | 1,397 | $153M |
| 2024 | 1 | 610 | $171M |
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
Point Loma Nazarene University Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tax Deferred Annuity Retirement Plan in NY ($153M); by covered participants it is Bd Savings Plan for Puerto Rico Employees in PR (1,390 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($153M here).
- Tax Deferred Annuity Retirement Plan (NY) $153M · 408
- NECA Local 145 IBEW Annuity and Profit Sharing Pla (IL) $153M · 1,113
- Hampshire College 403(b) Retirement Plan (MA) $154M · 246
- Sinai Health System Consolidated 403(b) Plan (IL) $152M · 4,383
Similar participant headcount
Nearest other-state filings by covered participants (1,397 participants); asset peers above are excluded.
- Bd Savings Plan for Puerto Rico Employees (PR) 1,390 · 7 off
- Fhi 360 Employees' 403(b) Plan (NC) 1,404 · 7 off
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital (ND) 1,405 · 8 off
- Ccres 403(b) Plan (PA) 1,388 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.