Other · DOL Form 5500 · 2023
Occidental College Retirement Plan
Data updated 2026-08-25
- $291M
- Total assets Near avg plan size
- 1,093
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $266,620
- Avg per participant High balance/head
Official DOL plan name: Occidental College 403(b) Retirement Plan · Sponsored by Occidental College · California · Educational Services
$291M in assets, 1,093 participants
Occidental College's Occidental College 403(b) Retirement Plan reported $291M in total assets and 1,093 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.
- #3,497 in Educational Services (3,735 peers)
Where Occidental College 403(b) Retirement Plan sits by assets
Occidental College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $291M for 1,093 participants (~$266,620/participant), up 14.0% in 2023.
- #3,497
- in Educational Services (3,735 peers)
- +14.0%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Occidental College 403(b) Retirement Plan's outsized position by total assets
Occidental College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$291,415,589 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
Occidental College 403(b) 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. Occidental College 403(b) Retirement Plan lands in the large band (1,093 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Occidental College 403(b) Retirement Plan reported net income rose from -$40M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Occidental College 403(b) Retirement Plan reported participants rose from 709 in the plan year 2022 filing to 1,093 in the plan year 2023 filing.
- Occidental College 403(b) Retirement Plan end-of-year assets rose from $256M in the plan year 2022 filing to $291M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951667177 · Occidental College PY 2023 · Other
Occidental College 403(b) Retirement Plan · $291M · 1,093 · 96th
- SCH $291M
- EBSA 1,093
- PART 96th
- TYPE Other
- NET near Tulane University Staff 403(b) Retirement Plan
- BOOK ind #3497
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 →
Occidental College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $256M |
|---|---|
| Net Assets (End of Year) | $291M |
| Net Income | $36M |
| Employer EIN | 951667177 |
| Plan Effective Date | 1938-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Occidental College)
Sponsor-wide plan assets over time
All Occidental College plans reported in each filing year
- Latest sponsor-wide plan assets
- $321M 25.50980648732833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 709 | $256M |
| 2023 | 1 | 1,093 | $291M |
| 2024 | 1 | 740 | $321M |
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
Occidental College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tulane University Staff 403(b) Retirement Plan in LA ($291M); by covered participants it is Special People in Northeast, Inc. 403(b) Plan in PA (1,094 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($291M here).
- Tulane University Staff 403(b) Retirement Plan (LA) $291M · 3,064
- Operating Engineers Local 428 Annuity Trust Fund (AZ) $291M · 7,670
- Maryland Electrical Industry Severance & Annuity F (WV) $292M · 2,645
- Gbmc, Inc. Voluntary 403(b) Plan (MD) $292M · 4,231
Similar participant headcount
Nearest other-state filings by covered participants (1,093 participants); asset peers above are excluded.
- Special People in Northeast, Inc. 403(b) Plan (PA) 1,094 · 1 off
- Goodwill Industries of Northwest Nc 403(b) Plan (NC) 1,092 · 1 off
- Fairfield University Defined Contribution Retirement Plan (CT) 1,095 · 2 off
- Swarthmore College Regular Retirement Plan (PA) 1,091 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.