Other · DOL Form 5500 · 2023

Pitzer College Retirement Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
408
Participants Below avg headcount
93rd
Percentile by assets National rank
$332,519
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pitzer College Academic Retirement Plan · Sponsored by Pitzer College · California · Educational Services

$136M in assets, 408 participants

Pitzer College's Pitzer College Academic Retirement Plan reported $136M in total assets and 408 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.

  • #3,296 in Educational Services (3,735 peers)

Where Pitzer College Academic Retirement Plan sits by assets

Pitzer College Academic Retirement Plan sits in the top 10% of all filed plans by assets, $136M for 408 participants (~$332,519/participant), up 16.0% in 2023.

#3,296
in Educational Services (3,735 peers)
+16.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Pitzer College Academic Retirement Plan's outsized position by total assets

Pitzer College Academic Retirement Plan vs every filed plan by assets

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

$135,667,849 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Pitzer College Academic 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. Pitzer College Academic Retirement Plan sits mid-pack in the medium band (408 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pitzer College Academic Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Pitzer College Academic Retirement Plan end-of-year assets rose from $117M in the plan year 2022 filing to $136M in the plan year 2023 filing.
  • Pitzer College Academic Retirement Plan reported participants rose from 388 in the plan year 2022 filing to 408 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952261113 · Pitzer College PY 2023 · Other

Pitzer College Academic Retirement Plan · $136M · 408 · 93rd

  • EOY $136M
  • EOY 408
  • EOY 93rd
  • EOY Other
  • EOY near Saint Mary's College Defined Contribution Retirement Plan
  • EOY ind #3296

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 →

Pitzer College Academic Retirement Plan in the asset neighbourhood

Lake Forest College Retirement Plan for Faculty and StaffLake Forest College Retireme…$137MPhiladelphia Museum of Art 403(b) Retirement and Savings PlanPhiladelphia Museum of Art 4…$137MCurry College Defined Contribution Retirement PlanCurry College Defined Contri…$136MPitzer College Academic Retirement PlanPitzer College Academic Reti…$136MSaint Mary's College Defined Contribution Retirement PlanSaint Mary's College Defined…$135M
End-of-year total assets ($M) among Pitzer College Academic Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$136M
Net Income$19M
Employer EIN952261113
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pitzer College)

Sponsor-wide plan assets over time

All Pitzer College plans reported in each filing year

Latest sponsor-wide plan assets
$152M 29.529137902530373% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $117M $152M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 388 $117M
2023 1 408 $136M
2024 1 464 $152M

Nearby Other Plans in California

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

Pitzer College Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Pitzer College Academic Retirement Plan, Total assets ($B): 0.135667849 · Participants: 408Pitzer College Academic Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Pitzer College Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Pitzer College Academic Retirement Plan side-by-side with 3 peers →

Pitzer College Academic Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Saint Mary's College Defined Contribution Retirement Plan in IN ($135M); by covered participants it is Wesley Homes 403(b) Thrift Plan in WA (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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.

Frequently Asked Questions

How did Pitzer College Academic Retirement Plan assets move in 2023? ▼
Pitzer College Academic Retirement Plan grew sharply - up 16.0% during 2023, from $117M to $136M. Reported net income was $19M.
How have Pitzer College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pitzer College's sponsor-wide assets grew 29.5%, from $117M to $152M.
Where does Pitzer College Academic Retirement Plan rank by assets among Form 5500 filers? ▼
Pitzer College Academic Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Pitzer College Academic Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Saint Mary's College Defined Contribution Retirement Plan in IN ($135M, 617 participants).
Which Other plans cover a similar participant headcount to Pitzer College Academic Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Wesley Homes 403(b) Thrift Plan in WA (408 participants, $18M in assets).

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 952261113.

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.