Money Purchase · DOL Form 5500 · 2023
Lundquist Institute for Biomedical Innovation Money Purchase Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 420
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $323,367
- Avg per participant High balance/head
Official DOL plan name: Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan · Sponsored by Lundquist Institute for Biomedical Innovation · California · Professional & Technical Services
$136M in assets, 420 participants
Lundquist Institute for Biomedical Innovation's Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan reported $136M in total assets and 420 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,169 in Professional & Technical Services (20,321 peers)
Where Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan sits by assets
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan sits in the top 10% of all filed plans by assets, $136M for 420 participants (~$323,367/participant), up 13.8% in 2023.
- #19,169
- in Professional & Technical Services (20,321 peers)
- +13.8%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan's outsized position by total assets
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$135,814,100 Top 7% higher than 93% 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
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution 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. Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan sits mid-pack in the medium band (420 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan reported net income rose from -$21M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan end-of-year assets rose from $119M in the plan year 2022 filing to $136M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 952138184 · Lundquist Institute for Biomedical Innovation PY 2023 · Money Purchase
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan · $136M · 420 · 93rd
- EIN $136M
- RANK 420
- PHOTO 93rd
- IND Money Purchase
- EOY near Carolina Electrical Workers Retirement Fund
- 5500 ind #19169
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 Professional & Technical Services retirement plans → · Plans in California →
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $16M |
| Employer EIN | 952138184 |
| Plan Effective Date | 1967-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lundquist Institute for Biomedical Innovation)
Sponsor-wide plan assets over time
All Lundquist Institute for Biomedical Innovation plans reported in each filing year
- Latest sponsor-wide plan assets
- $200M 21.828599016633042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 524 | $165M |
| 2023 | 2 | 532 | $186M |
| 2024 | 2 | 550 | $200M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Carolina Electrical Workers Retirement Fund in UT ($136M); by covered participants it is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (418 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Carolina Electrical Workers Retirement Fund (UT) $136M · 5,806
- Aspirus, Inc. Frozen 401(a) Plan (WI) $135M · 2,354
- I.B.E.W. Local Union # 654 Defined Contribution Plan (NJ) $139M · 438
- Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund (MA) $133M · 1,052
Similar participant headcount
Nearest other-state filings by covered participants (420 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.