Other · DOL Form 5500 · 2023
Lundquist Institute for Biomedical Innovation Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 112
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $448,472
- Avg per participant High balance/head
Official DOL plan name: Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan · Sponsored by Lundquist Institute for Biomedical Innovation · California · Professional & Technical Services
$50M in assets, 112 participants
Lundquist Institute for Biomedical Innovation's Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan reported $50M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #17,616 in Professional & Technical Services (20,321 peers)
Coverage in California
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $50M.
- #17,616
- in Professional & Technical Services (20,321 peers)
- +11.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan's outsized position by total assets
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$50,228,895 Top 14% higher than 86% 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 403(b) Part-Time Faculty 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. Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan reported participants rose from 107 in the plan year 2022 filing to 112 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 952138184 · Lundquist Institute for Biomedical Innovation PY 2023 · Other
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan · $50M · 112 · 86th
- PART $50M
- TYPE 112
- NET 86th
- BOOK Other
- VS-ST near College for Creative Studies 403(b) Retirement Plan
- BOY ind #17616
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 403(b) Part-Time Faculty Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $5M |
| Employer EIN | 952138184 |
| Plan Effective Date | 1972-10-01 |
| 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 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
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is College for Creative Studies 403(b) Retirement Plan in MI ($50M); by covered participants it is Motivational Services in ME (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- Motivational Services (ME) 112 · 0 off
- St Benedict Health Center Tax Deferred Annuity Plan (SD) 112 · 0 off
- Davidson Academy 403(b)Plan (TN) 112 · 0 off
- Community Living and Learning, Inc. Tax Sheltered Annuity Plan (PA) 112 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.