Other · DOL Form 5500 · 2023
California Lutheran University Retirement Plan
Data updated 2026-08-25
- $153M
- Total assets Near avg plan size
- 574
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $266,058
- Avg per participant High balance/head
Official DOL plan name: California Lutheran University Employee Retirement Plan · Sponsored by California Lutheran University · California · Educational Services
$153M in assets, 574 participants
California Lutheran University's California Lutheran University Employee Retirement Plan reported $153M in total assets and 574 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.
- #3,325 in Educational Services (3,735 peers)
Where California Lutheran University Employee Retirement Plan sits by assets
California Lutheran University Employee Retirement Plan sits in the top 10% of all filed plans by assets, $153M for 574 participants (~$266,058/participant), up 12.4% in 2023.
- #3,325
- in Educational Services (3,735 peers)
- +12.4%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
California Lutheran University Employee Retirement Plan's outsized position by total assets
California Lutheran University Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$152,717,130 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
California Lutheran University Employee 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. California Lutheran University Employee Retirement Plan sits mid-pack in the medium band (574 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Lutheran University Employee Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- California Lutheran University Employee Retirement Plan end-of-year assets rose from $136M in the plan year 2022 filing to $153M in the plan year 2023 filing.
- California Lutheran University Employee Retirement Plan reported participants rose from 558 in the plan year 2022 filing to 574 in the plan year 2023 filing.
DOL schedule card
Filing strip 952962604 · California Lutheran University PY 2023 · Other
California Lutheran University Employee Retirement Plan · $153M · 574 · 94th
- 5500 $153M
- 5500 574
- 5500 94th
- 5500 Other
- 5500 near NECA Local 145 IBEW Annuity and Profit Sharing Pla
- 5500 ind #3325
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 →
California Lutheran University Employee Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $153M |
| Net Income | $17M |
| Employer EIN | 952962604 |
| Plan Effective Date | 1964-03-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Lutheran University)
Sponsor-wide plan assets over time
All California Lutheran University plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 18.432020787189774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 558 | $136M |
| 2023 | 1 | 574 | $153M |
| 2024 | 1 | 645 | $161M |
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
California Lutheran University Employee Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is NECA Local 145 IBEW Annuity and Profit Sharing Pla in IL ($153M); by covered participants it is Sholom Community Alliance 403b Plan in MN (573 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($153M here).
- NECA Local 145 IBEW Annuity and Profit Sharing Pla (IL) $153M · 1,113
- Sinai Health System Consolidated 403(b) Plan (IL) $152M · 4,383
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan (PA) $152M · 2,136
- Tax Deferred Annuity Retirement Plan (NY) $153M · 408
Similar participant headcount
Nearest other-state filings by covered participants (574 participants); asset peers above are excluded.
- Sholom Community Alliance 403b Plan (MN) 573 · 1 off
- The Arc of the Central Chesapeake Region, Inc. 403(b) Plan (MD) 575 · 1 off
- 403(b) Thrift Plan of the Catholic Charities (CO) 576 · 2 off
- Womens League Tax Sheltered Annuity Plan (NY) 572 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.