Other · DOL Form 5500 · 2023

Western University of Health Sciences Retirement Plan

Data updated 2026-08-25

$301M
Total assets Above avg plan size
1,423
Participants Near avg headcount
96th
Percentile by assets National rank
$211,228
Avg per participant Above avg balance/head
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Official DOL plan name: Western University of Health Sciences 403(b) Plan · Sponsored by Western University of Health Sciences · California · Educational Services

$301M in assets, 1,423 participants

Western University of Health Sciences's Western University of Health Sciences 403(b) Plan reported $301M in total assets and 1,423 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.

  • #3,508 in Educational Services (3,735 peers)

Coverage in California

Western University of Health Sciences 403(b) Plan covers 1,423 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $301M.

#3,508
in Educational Services (3,735 peers)
+16.4%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Western University of Health Sciences 403(b) Plan's outsized position by total assets

Western University of Health Sciences 403(b) Plan vs every filed plan by assets

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

$300,577,448 Top 4% higher than 96% 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

Western University of Health Sciences 403(b) 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. Western University of Health Sciences 403(b) Plan lands in the large band (1,423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western University of Health Sciences 403(b) Plan reported net income rose from -$35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Western University of Health Sciences 403(b) Plan reported participants rose from 1,205 in the plan year 2022 filing to 1,423 in the plan year 2023 filing.
  • Western University of Health Sciences 403(b) Plan end-of-year assets rose from $258M in the plan year 2022 filing to $301M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953127273 · Western University of Health Sciences PY 2023 · Other

Western University of Health Sciences 403(b) Plan · $301M · 1,423 · 96th

  • NET $301M
  • BOOK 1,423
  • VS-ST 96th
  • BOY Other
  • SCH near Monument Health, Inc. 403(b) Plan
  • EBSA ind #3508

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 →

Western University of Health Sciences 403(b) Plan in the asset neighbourhood

Medical Faculty Associates 403(b) PlanMedical Faculty Associates 4…$302MSt. Olaf College 403(b) Retirement PlanSt. Olaf College 403(b) Reti…$302MMonument Health, Inc. 403(b) PlanMonument Health, Inc. 403(b)…$301MWestern University of Health Sciences 403(b) PlanWestern University of Health…$301MThe Children's Hospital of Philadelphia Funded Retirement Savings PlanThe Children's Hospital of P…$300M
End-of-year total assets ($M) among Western University of Health Sciences 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$258M
Net Assets (End of Year)$301M
Net Income$42M
Employer EIN953127273
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western University of Health Sciences)

Sponsor-wide plan assets over time

All Western University of Health Sciences plans reported in each filing year

Latest sponsor-wide plan assets
$336M 30.098412167010885% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $258M $336M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 1,205 $258M
2023 1 1,423 $301M
2024 1 1,480 $336M

Nearby Other Plans in California

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

Western University of Health Sciences 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Western University of Health Sciences 403(b) Plan, Total assets ($B): 0.300577448 · Participants: 1423Western University of Health Sciences 403(b) 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
Western University of Health Sciences 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Western University of Health Sciences 403(b) Plan side-by-side with 3 peers →

Western University of Health Sciences 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Monument Health, Inc. 403(b) Plan in SD ($301M); by covered participants it is La Salle University Defined Contribution and Tax-Deferred Annuity Plan in PA (1,423 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($301M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,423 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 Western University of Health Sciences 403(b) Plan assets move in 2023? ▼
Western University of Health Sciences 403(b) Plan grew sharply - up 16.4% during 2023, from $258M to $301M. Reported net income was $42M.
How have Western University of Health Sciences plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western University of Health Sciences's sponsor-wide assets grew 30.1%, from $258M to $336M.
Where does Western University of Health Sciences 403(b) Plan rank by assets among Form 5500 filers? ▼
Western University of Health Sciences 403(b) 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 Western University of Health Sciences 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Monument Health, Inc. 403(b) Plan in SD ($301M, 5,203 participants).
Which Other plans cover a similar participant headcount to Western University of Health Sciences 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is La Salle University Defined Contribution and Tax-Deferred Annuity Plan in PA (1,423 participants, $219M 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 953127273.

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.