Other · DOL Form 5500 · 2023

Fuller Theological Seminary Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
887
Participants Near avg headcount
90th
Percentile by assets National rank
$95,938
Avg per participant Below avg balance/head
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Official DOL plan name: Fuller Theological Seminary Retirement Plan · Sponsored by Fuller Theological Seminary · California · Educational Services

$85M in assets, 887 participants

Fuller Theological Seminary's Fuller Theological Seminary Retirement Plan reported $85M in total assets and 887 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.

  • #3,091 in Educational Services (3,735 peers)

Where Fuller Theological Seminary Retirement Plan sits by assets

Fuller Theological Seminary Retirement Plan sits in the top 10% of all filed plans by assets, $85M for 887 participants (~$95,938/participant), up 6.0% in 2023.

#3,091
in Educational Services (3,735 peers)
+6.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Fuller Theological Seminary Retirement Plan's outsized position by total assets

Fuller Theological Seminary Retirement Plan vs every filed plan by assets

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

$85,097,053 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

Fuller Theological Seminary Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fuller Theological Seminary Retirement Plan sits mid-pack in the medium band (887 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fuller Theological Seminary Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fuller Theological Seminary Retirement Plan reported participants fell from 1,150 in the plan year 2022 filing to 887 in the plan year 2023 filing.
  • Fuller Theological Seminary Retirement Plan end-of-year assets rose from $80M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951699394 · Fuller Theological Seminary PY 2023 · Other

Fuller Theological Seminary Retirement Plan · $85M · 887 · 90th

  • NET $85M
  • BOOK 887
  • VS-ST 90th
  • BOY Other
  • SCH near Rockhurst University Retirement Savings Plan
  • EBSA ind #3091

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 →

Fuller Theological Seminary Retirement Plan in the asset neighbourhood

Human Resources Research Organization Defined Contribution PlanHuman Resources Research Org…$85MFuller Theological Seminary Retirement PlanFuller Theological Seminary …$85MRockhurst University Retirement Savings PlanRockhurst University Retirem…$85MWestminster University Defined Contribution Retirement PlanWestminster University Defin…$85MBirmingham-Southern College Defined Contribution and Tax Deferred Annuity PlanBirmingham-Southern College …$85M
End-of-year total assets ($M) among Fuller Theological Seminary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$85M
Net Income$5M
Employer EIN951699394
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fuller Theological Seminary)

Sponsor-wide plan assets over time

All Fuller Theological Seminary plans reported in each filing year

Latest sponsor-wide plan assets
$91M 13.784098735231165% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $80.3M $91.3M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 1,150 $80M
2023 1 887 $85M
2024 1 934 $91M

Nearby Other Plans in California

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

Fuller Theological Seminary Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Fuller Theological Seminary Retirement Plan, Total assets ($B): 0.085097053 · Participants: 887Fuller Theological Seminary Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Fuller Theological Seminary Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Fuller Theological Seminary Retirement Plan side-by-side with 3 peers →

Fuller Theological Seminary Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Rockhurst University Retirement Savings Plan in MO ($85M); by covered participants it is Manhattan School of Music Retirement Savings Plan in NY (888 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (887 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 Fuller Theological Seminary Retirement Plan assets move in 2023? ▼
Fuller Theological Seminary Retirement Plan grew at a solid clip - up 6.0% during 2023, from $80M to $85M. Reported net income was $5M.
How have Fuller Theological Seminary plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fuller Theological Seminary's sponsor-wide assets grew 13.8%, from $80M to $91M.
Where does Fuller Theological Seminary Retirement Plan rank by assets among Form 5500 filers? ▼
Fuller Theological Seminary 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 Other plans are similar in size to Fuller Theological Seminary Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Rockhurst University Retirement Savings Plan in MO ($85M, 430 participants).
Which Other plans cover a similar participant headcount to Fuller Theological Seminary Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Manhattan School of Music Retirement Savings Plan in NY (888 participants, $55M 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 951699394.

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.