Other · DOL Form 5500 · 2023
National University Retirement Plan
Data updated 2026-08-25
- $274M
- Total assets Near avg plan size
- 3,320
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $82,501
- Avg per participant Below avg balance/head
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.
- #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.
- #3,488
- in Educational Services (3,735 peers)
- +23.2%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
National University Retirement Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
National University Retirement Savings 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. National University Retirement Savings Plan lands in the large band (3,320 participants).
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.
Plan-year Form 5500 strip
Filing strip 237172306 · National University PY 2023 · Other
National University Retirement Savings Plan · $274M · 3,320 · 96th
- 5500 $274M
- ASSETS 3,320
- PCT 96th
- EIN Other
- RANK near The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees
- PHOTO ind #3488
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 →
National University Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $222M |
|---|---|
| Net Assets (End of Year) | $274M |
| Net Income | $52M |
| Employer EIN | 237172306 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National University)
Sponsor-wide plan assets over time
All National University plans reported in each filing year
- Latest sponsor-wide plan assets
- $319M 43.64477458695001% vs 2022
- 2024 filing year
| 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.
- 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
National University Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees in NY ($274M); by covered participants it is Electrical Workers Local 369 Retirement Fund in KY (3,313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($274M here).
- The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees (NY) $274M · 1,162
- The Association of Universities for Research in Astronomy, Inc. 403(b) Savings Plan (DC) $273M · 1,361
- Garnet Health Medical Center 403(b) Retirement Savings Plan (NY) $273M · 4,189
- Penn Highlands Healthcare 403(b) Plan (PA) $275M · 3,653
Similar participant headcount
Nearest other-state filings by covered participants (3,320 participants); asset peers above are excluded.
- Electrical Workers Local 369 Retirement Fund (KY) 3,313 · 7 off
- St. John's University Defined Contribution Retirement Plan (NY) 3,335 · 15 off
- Lexington Health Inc. 403(b) Retirement Plan (SC) 3,282 · 38 off
- Retirement Income Plan of Englewood Hospital & Medical Center (NJ) 3,269 · 51 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.