Other · DOL Form 5500 · 2023
Loyola Marymount University Retirement Plan
Data updated 2026-08-25
- $472M
- Total assets Above avg plan size
- 2,985
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $157,963
- Avg per participant Above avg balance/head
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.
- #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.
- #3,590
- in Educational Services (3,735 peers)
- +16.6%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Loyola Marymount University Defined Contribution Retirement Plan's outsized position by total assets
Loyola Marymount University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$471,519,214 Top 3% higher than 97% 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
Loyola Marymount University Defined Contribution 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. Loyola Marymount University Defined Contribution Retirement Plan lands in the large band (2,985 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Form 5500 schedule snapshot
Filing strip 951643334 · Loyola Marymount University PY 2023 · Other
Loyola Marymount University Defined Contribution Retirement Plan · $472M · 2,985 · 97th
- NET $472M
- BOOK 2,985
- VS-ST 97th
- BOY Other
- SCH near Guthrie 403(b) Retirement Savings Plan
- EBSA ind #3590
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 →
Loyola Marymount University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Loyola Marymount University plans reported in each filing year
- Latest sponsor-wide plan assets
- $538M 32.993083578442295% vs 2022
- 2024 filing year
| 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.
- 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
Loyola Marymount University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Guthrie 403(b) Retirement Savings Plan in PA ($473M); by covered participants it is Villanova University Retirement Savings Plan in PA (2,990 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($472M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,985 participants); asset peers above are excluded.
- Villanova University Retirement Savings Plan (PA) 2,990 · 5 off
- Regions Hospital 403(b) Plan (MN) 2,993 · 8 off
- Irc 403(b) Retirement Savings Plan (NY) 3,005 · 20 off
- Independent Support Services, Inc. 403(b) Plan (NY) 3,009 · 24 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.