Other · DOL Form 5500 · 2023

Loyola Marymount University Retirement Plan

Data updated 2026-08-11

$472M
Total assets: 2,985
Participants: 97th
Percentile by assets: $157,963
Avg per participant

Official DOL plan name: Loyola Marymount University Defined Contribution Retirement Plan · Sponsored by Loyola Marymount University · California · Educational Services

$472M in assets, 2,985 participants

Loyola Marymount University's Loyola Marymount University Defined Contribution Retirement Plan reported $472M in total assets and 2,985 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#3,590 in Educational Services (3,735 peers)

Coverage in California

Loyola Marymount University Defined Contribution Retirement Plan covers 2,985 participants in California, 4.7x the typical California plan (state average ~630 per filing). Assets: $472M.

$472M
total plan assets (2023 EOY): 2,985
covered participants: 97th
percentile by assets (of 127,072 plans): $157,963
avg assets per participant

Loyola Marymount University Defined Contribution Retirement Plan reported net income rose from -$82M in the plan year 2022 filing to $67M in the plan year 2023 filing.
Loyola Marymount University Defined Contribution Retirement Plan end-of-year assets rose from $405M in the plan year 2022 filing to $472M in the plan year 2023 filing.
Loyola Marymount University Defined Contribution Retirement Plan reported participants rose from 2,847 in the plan year 2022 filing to 2,985 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Loyola Marymount University Defined Contribution Retirement Plan reports 2,985 participants - 4.7x that state average ($472M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$405M
Net Assets (End of Year)	$472M
Net Income	$67M
Employer EIN	951643334
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Loyola Marymount University)

Total plan assets by year, all Loyola Marymount University plans on file

Year	Plans	Participants	Total Assets
2022	1	2,847	$405M
2023	1	2,985	$472M
2024	1	3,095	$538M

Nearby Other Plans in California

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

Loyola Marymount University Defined Contribution 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

Compare Loyola Marymount University Defined Cont… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Loyola Marymount University Defined Contribution Retirement Plan by total assets, not by location.

Guthrie 403(b) Retirement Savings Plan (PA) $473M · 7,032
College Entrance Examination Board Tax-Deferred Annuity Plan (NY) $467M · 1,753
Cook Children's Health Care System Retirement Plan (TX) $467M · 8,218
New York Blood Center Retirement Plan (NY) $467M · 2,398

Frequently Asked Questions

How did Loyola Marymount University Defined Contribution Retirement Plan assets move in 2023? ▼

Loyola Marymount University Defined Contribution Retirement Plan grew sharply - up 16.6% during 2023, from $405M to $472M. Reported net income was $67M.

How have Loyola Marymount University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Loyola Marymount University's sponsor-wide assets grew 33.0%, from $405M to $538M.

Where does Loyola Marymount University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Loyola Marymount University Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Loyola Marymount University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Guthrie 403(b) Retirement Savings Plan in PA ($473M, 7,032 participants).

Next read for Loyola Marymount University Defined Cont…

Filing takeaways

Ways to act on Loyola Marymount University Defined Contribution Retirement Plan's numbers.

By total assets, Loyola Marymount University Defined Contribution 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
Loyola Marymount University's sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Educational Services plans

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 951643334.