Other · DOL Form 5500 · 2023

National University Retirement Plan

Data updated 2026-08-11

$274M
Total assets
3,320
Participants
96th
Percentile by assets
$82,501
Avg per participant
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Official DOL plan name: National University Retirement Savings Plan · Sponsored by National University · California · Educational Services

$274M in assets, 3,320 participants

National University's National University Retirement Savings Plan reported $274M in total assets and 3,320 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.

  • 96th percentile by assets (of 127,072 plans)
  • #3,488 in Educational Services (3,735 peers)

Coverage in California

National University Retirement Savings Plan covers 3,320 participants in California, 5.3x the typical California plan (state average ~630 per filing). Assets: $274M.

$274M
total plan assets (2023 EOY)
3,320
covered participants
96th
percentile by assets (of 127,072 plans)
$82,501
avg assets per participant

Where National University Retirement Savings Plan sits by total assets

National University Retirement Savings Plan vs every filed plan by assets

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

$273,902,849 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National University Retirement Savings Plan reported net income rose from -$19M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • National University Retirement Savings Plan reported participants rose from 1,747 in the plan year 2022 filing to 3,320 in the plan year 2023 filing.
  • National University Retirement Savings Plan end-of-year assets rose from $222M in the plan year 2022 filing to $274M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. National University Retirement Savings Plan reports 3,320 participants - 5.3x that state average ($274M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$222M
Net Assets (End of Year)$274M
Net Income$52M
Employer EIN237172306
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National University)

$200M$250M$300M$350M 202220232024 $222M $319M ▲ +43.6%
Total plan assets by year, all National University plans on file
Year Plans Participants Total Assets
2022 1 1,747 $222M
2023 1 3,320 $274M
2024 1 6,146 $319M

Nearby Other Plans in California

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

National University Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -5051015 Total assets ($B) Participants National University …, Total assets ($B): 0.273902849 · Participants: 3320National University …Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
National University Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare National University Retirement Savings P… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to National University Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did National University Retirement Savings Plan assets move in 2023? ▼
National University Retirement Savings Plan grew sharply - up 23.2% during 2023, from $222M to $274M. Reported net income was $52M.
How have National University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National University's sponsor-wide assets grew 43.6%, from $222M to $319M.
Where does National University Retirement Savings Plan rank by assets among Form 5500 filers? ▼
National University Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to National University Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees in NY ($274M, 1,162 participants).

Next read for National University Retirement Savings P…

Filing takeaways

Ways to act on National University Retirement Savings Plan's numbers.

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 237172306.

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.