Other · DOL Form 5500 · 2023
Azusa Pacific University Retirement Plan
Data updated 2026-08-25
- $294M
- Total assets Near avg plan size
- 2,329
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $126,307
- Avg per participant Near avg balance/head
Official DOL plan name: Azusa Pacific University Defined Contribution Plan · Sponsored by Azusa Pacific University · California · Educational Services
$294M in assets, 2,329 participants
Azusa Pacific University's Azusa Pacific University Defined Contribution Plan reported $294M in total assets and 2,329 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.
- #3,501 in Educational Services (3,735 peers)
Coverage in California
Azusa Pacific University Defined Contribution Plan covers 2,329 participants in California, 3.7x the typical California plan (state average ~630 per filing). Assets: $294M.
- #3,501
- in Educational Services (3,735 peers)
- +9.7%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Azusa Pacific University Defined Contribution Plan's outsized position by total assets
Azusa Pacific University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$294,168,660 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
Azusa Pacific University Defined Contribution 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. Azusa Pacific University Defined Contribution Plan lands in the large band (2,329 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Azusa Pacific University Defined Contribution Plan reported net income rose from -$51M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Azusa Pacific University Defined Contribution Plan end-of-year assets rose from $268M in the plan year 2022 filing to $294M in the plan year 2023 filing.
- Azusa Pacific University Defined Contribution Plan reported participants fell from 2,454 in the plan year 2022 filing to 2,329 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951744369 · Azusa Pacific University PY 2023 · Other
Azusa Pacific University Defined Contribution Plan · $294M · 2,329 · 96th
- NET $294M
- BOOK 2,329
- VS-ST 96th
- BOY Other
- SCH near Retirement Income Plan of Englewood Hospital & Medical Center
- EBSA ind #3501
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 →
Azusa Pacific University Defined Contribution Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $268M |
|---|---|
| Net Assets (End of Year) | $294M |
| Net Income | $26M |
| Employer EIN | 951744369 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Azusa Pacific University)
Sponsor-wide plan assets over time
All Azusa Pacific University plans reported in each filing year
- Latest sponsor-wide plan assets
- $314M 17.086750387494085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,454 | $268M |
| 2023 | 1 | 2,329 | $294M |
| 2024 | 1 | 2,229 | $314M |
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
Azusa Pacific University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Retirement Income Plan of Englewood Hospital & Medical Center in NJ ($294M); by covered participants it is Olathe Health System, Inc. Tsa Retirement Plan in KS (2,326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($294M here).
- Retirement Income Plan of Englewood Hospital & Medical Center (NJ) $294M · 3,269
- Middlebury College Voluntary Retirement Plan (VT) $294M · 1,104
- University of New Haven Retirement and 403(b) Savings Plan (CT) $293M · 899
- Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $296M · 652
Similar participant headcount
Nearest other-state filings by covered participants (2,329 participants); asset peers above are excluded.
- Olathe Health System, Inc. Tsa Retirement Plan (KS) 2,326 · 3 off
- Teacher's College, Columbia University DC Retirement Plan (NY) 2,325 · 4 off
- Licking Memorial Health Systems Tax Deferred 403(b) Plan (OH) 2,335 · 6 off
- National Church Residences 403(b) Savings Plan (OH) 2,337 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.