Other · DOL Form 5500 · 2023
San Diego State University Foundation Retirement Plan
Data updated 2026-08-25
- $262M
- Total assets Near avg plan size
- 2,948
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $88,977
- Avg per participant Below avg balance/head
Official DOL plan name: San Diego State University Foundation Defined Contribution Retirement Plan · Sponsored by San Diego State University Foundation · California · Educational Services
$262M in assets, 2,948 participants
San Diego State University Foundation's San Diego State University Foundation Defined Contribution Retirement Plan reported $262M in total assets and 2,948 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,480 in Educational Services (3,735 peers)
Coverage in California
San Diego State University Foundation Defined Contribution Retirement Plan covers 2,948 participants in California, 4.7x the typical California plan (state average ~630 per filing). Assets: $262M.
- #3,480
- in Educational Services (3,735 peers)
- +17.6%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
San Diego State University Foundation Defined Contribution Retirement Plan's outsized position by total assets
San Diego State University Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$262,303,093 Top 4% higher than 96% 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
San Diego State University Foundation 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. San Diego State University Foundation Defined Contribution Retirement Plan lands in the large band (2,948 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Diego State University Foundation Defined Contribution Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- San Diego State University Foundation Defined Contribution Retirement Plan reported participants rose from 1,727 in the plan year 2022 filing to 2,948 in the plan year 2023 filing.
- San Diego State University Foundation Defined Contribution Retirement Plan end-of-year assets rose from $223M in the plan year 2022 filing to $262M in the plan year 2023 filing.
DOL schedule card
Filing strip 956042721 · San Diego State University Foundation PY 2023 · Other
San Diego State University Foundation Defined Contribution Retirement Plan · $262M · 2,948 · 96th
- PHOTO $262M
- IND 2,948
- EOY 96th
- 5500 Other
- ASSETS near Mount Sinai Matching Contribution Plan
- PCT ind #3480
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 →
San Diego State University Foundation Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $262M |
| Net Income | $39M |
| Employer EIN | 956042721 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego State University Foundation)
Sponsor-wide plan assets over time
All San Diego State University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 32.20910724331569% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,727 | $223M |
| 2023 | 1 | 2,948 | $262M |
| 2024 | 1 | 3,273 | $295M |
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
San Diego State University Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mount Sinai Matching Contribution Plan in FL ($262M); by covered participants it is Retirement Plan for Employees of Pikeville Medical Center, Inc. in KY (2,943 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($262M here).
- Mount Sinai Matching Contribution Plan (FL) $262M · 4,154
- Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan (FL) $261M · 5,220
- Rutland Regional Health Services Retirement Savings Plan (VT) $260M · 1,787
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan (MA) $266M · 1,028
Similar participant headcount
Nearest other-state filings by covered participants (2,948 participants); asset peers above are excluded.
- Retirement Plan for Employees of Pikeville Medical Center, Inc. (KY) 2,943 · 5 off
- The Children's Aid Society Voluntary Retirement Plan (NY) 2,940 · 8 off
- Mary Washington Healthcare 403(b) Plan (VA) 2,958 · 10 off
- Villanova University Retirement Savings Plan (PA) 2,990 · 42 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.