401(k) · DOL Form 5500 · 2023

Stephens Institute Dba Academy of Art University 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
1,290
Participants Near avg headcount
90th
Percentile by assets National rank
$61,379
Avg per participant Low balance/head
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Official DOL plan name: Academy of Art University 401(k) Retirement Plan · Sponsored by Stephens Institute Dba Academy of Art University · California · Educational Services

$79M in assets, 1,290 participants

Stephens Institute Dba Academy of Art University's Academy of Art University 401(k) Retirement Plan reported $79M in total assets and 1,290 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,040 in Educational Services (3,735 peers)

Coverage in California

Academy of Art University 401(k) Retirement Plan covers 1,290 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $79M.

#3,040
in Educational Services (3,735 peers)
+15.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Academy of Art University 401(k) Retirement Plan's outsized position by total assets

Academy of Art University 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$79,178,302 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Academy of Art University 401(k) 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. Academy of Art University 401(k) Retirement Plan lands in the large band (1,290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Academy of Art University 401(k) Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Academy of Art University 401(k) Retirement Plan end-of-year assets rose from $68M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Academy of Art University 401(k) Retirement Plan reported participants rose from 1,207 in the plan year 2022 filing to 1,290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941637804 · Stephens Institute Dba Academy of Art University PY 2023 · 401(k)

Academy of Art University 401(k) Retirement Plan · $79M · 1,290 · 90th

  • EIN $79M
  • EIN 1,290
  • EIN 90th
  • EIN 401(k)
  • EIN near The Bob Jones University Retirement Fund
  • EIN ind #3040

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 →

Academy of Art University 401(k) Retirement Plan in the asset neighbourhood

Hamilton Lane Advisors, LLC 401(k) PlanHamilton Lane Advisors, LLC …$79MAcademy of Art University 401(k) Retirement PlanAcademy of Art University 40…$79MThe Bob Jones University Retirement FundThe Bob Jones University Ret…$79MColliers Mortgage Holdings LLC Employee 401(k) PlanColliers Mortgage Holdings L…$79MKidz Medical Services, Inc. 401(k) Profit Sharing PlanKidz Medical Services, Inc. …$79M
End-of-year total assets ($M) among Academy of Art University 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$79M
Net Income$11M
Employer EIN941637804
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephens Institute Dba Academy of Art University)

Sponsor-wide plan assets over time

All Stephens Institute Dba Academy of Art University plans reported in each filing year

Latest sponsor-wide plan assets
$86M 25.298796320866973% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $68.4M $85.7M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 1,207 $68M
2023 1 1,290 $79M
2024 1 1,399 $86M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Academy of Art University 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Academy of Art University 401(k) Retirement Plan, Total assets ($B): 0.079178302 · Participants: 1290Academy of Art University 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Academy of Art University 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Academy of Art University 401(k) Retirement Plan side-by-side with 3 peers →

Academy of Art University 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Bob Jones University Retirement Fund in SC ($79M); by covered participants it is Livingston International, Inc. 401(k) Retirement Savings Plan in IL (1,290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,290 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Academy of Art University 401(k) Retirement Plan assets move in 2023? ▼
Academy of Art University 401(k) Retirement Plan grew sharply - up 15.8% during 2023, from $68M to $79M. Reported net income was $11M.
How have Stephens Institute Dba Academy of Art University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens Institute Dba Academy of Art University's sponsor-wide assets grew 25.3%, from $68M to $86M.
Where does Academy of Art University 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Academy of Art University 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Academy of Art University 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Bob Jones University Retirement Fund in SC ($79M, 1,363 participants).
Which 401(k) plans cover a similar participant headcount to Academy of Art University 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Livingston International, Inc. 401(k) Retirement Savings Plan in IL (1,290 participants, $96M in assets).

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 941637804.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.