Other · DOL Form 5500 · 2023
Claremont Graduate University Retirement Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 515
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $331,294
- Avg per participant High balance/head
Official DOL plan name: Claremont Graduate University Academic Retirement Plan · Sponsored by Claremont Graduate University · California · Educational Services
$171M in assets, 515 participants
Claremont Graduate University's Claremont Graduate University Academic Retirement Plan reported $171M in total assets and 515 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,367 in Educational Services (3,735 peers)
Where Claremont Graduate University Academic Retirement Plan sits by assets
Claremont Graduate University Academic Retirement Plan sits in the top 10% of all filed plans by assets, $171M for 515 participants (~$331,294/participant), up 9.2% in 2023.
- #3,367
- in Educational Services (3,735 peers)
- +9.2%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Claremont Graduate University Academic Retirement Plan's outsized position by total assets
Claremont Graduate University Academic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,616,228 Top 6% higher than 94% 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
Claremont Graduate University 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. Claremont Graduate University Academic Retirement Plan sits mid-pack in the medium band (515 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Claremont Graduate University Academic Retirement Plan reported net income rose from -$26M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Claremont Graduate University Academic Retirement Plan end-of-year assets rose from $156M in the plan year 2022 filing to $171M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951664100 · Claremont Graduate University PY 2023 · Other
Claremont Graduate University Academic Retirement Plan · $171M · 515 · 94th
- SCH $171M
- SCH 515
- SCH 94th
- SCH Other
- SCH near Robert Morris University Defined Contribution Retirement Plan
- SCH ind #3367
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 →
Claremont Graduate University Academic Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $14M |
| Employer EIN | 951664100 |
| Plan Effective Date | 1925-01-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claremont Graduate University)
Sponsor-wide plan assets over time
All Claremont Graduate University plans reported in each filing year
- Latest sponsor-wide plan assets
- $179M 14.73724845886402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 514 | $156M |
| 2023 | 1 | 515 | $171M |
| 2024 | 1 | 513 | $179M |
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
Claremont Graduate University Academic Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Robert Morris University Defined Contribution Retirement Plan in PA ($171M); by covered participants it is The Ohio Masonic Home 403(b) Retirement Savings Plan in OH (515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
- Robert Morris University Defined Contribution Retirement Plan (PA) $171M · 413
- Norwich University Defined Contribution Retirement Plan (VT) $170M · 1,126
- Metropolitan Jewish Health System, Inc. 403(b) Plan (NY) $171M · 2,839
- Ochsner Clinic Foundation 403(b) Plan (LA) $171M · 32,372
Similar participant headcount
Nearest other-state filings by covered participants (515 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.