Other · DOL Form 5500 · 2023

Santa Clara University Retirement Plan

Data updated 2026-08-25

$401M
Total assets Above avg plan size
1,999
Participants Near avg headcount
97th
Percentile by assets National rank
$200,643
Avg per participant Above avg balance/head
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Official DOL plan name: Santa Clara University Tax-Deferred Annuity Plan · Sponsored by Santa Clara University · California · Educational Services

$401M in assets, 1,999 participants

Santa Clara University's Santa Clara University Tax-Deferred Annuity Plan reported $401M in total assets and 1,999 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,562 in Educational Services (3,735 peers)

Coverage in California

Santa Clara University Tax-Deferred Annuity Plan covers 1,999 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $401M.

#3,562
in Educational Services (3,735 peers)
+16.8%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Santa Clara University Tax-Deferred Annuity Plan's outsized position by total assets

Santa Clara University Tax-Deferred Annuity Plan vs every filed plan by assets

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

$401,086,050 Top 3% higher than 97% 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

Santa Clara University Tax-Deferred Annuity 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. Santa Clara University Tax-Deferred Annuity Plan lands in the large band (1,999 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Clara University Tax-Deferred Annuity Plan reported net income rose from -$73M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Santa Clara University Tax-Deferred Annuity Plan end-of-year assets rose from $343M in the plan year 2022 filing to $401M in the plan year 2023 filing.
  • Santa Clara University Tax-Deferred Annuity Plan reported participants rose from 1,894 in the plan year 2022 filing to 1,999 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941156617 · Santa Clara University PY 2023 · Other

Santa Clara University Tax-Deferred Annuity Plan · $401M · 1,999 · 97th

  • VS-ST $401M
  • VS-ST 1,999
  • VS-ST 97th
  • VS-ST Other
  • VS-ST near Touro 403(b) Plan
  • VS-ST ind #3562

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 →

Santa Clara University Tax-Deferred Annuity Plan in the asset neighbourhood

The University of Tulsa Defined Contribution Retirement PlanThe University of Tulsa Defi…$403MTouro 403(b) Plan$401MSanta Clara University Tax-Deferred Annuity PlanSanta Clara University Tax-D…$401MWaicu Retirement Readiness PlanWaicu Retirement Readiness P…$400MPhoebe Putney Health System 403(b) Deferred Savings PlanPhoebe Putney Health System …$398M
End-of-year total assets ($M) among Santa Clara University Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$343M
Net Assets (End of Year)$401M
Net Income$58M
Employer EIN941156617
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Clara University)

Sponsor-wide plan assets over time

All Santa Clara University plans reported in each filing year

Latest sponsor-wide plan assets
$980M 33.9182279976371% vs 2022
2024 filing year
$700M$800M$900M$1,000M$1,100M 202220232024 $732M $980M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 3,837 $732M
2023 2 4,077 $856M
2024 2 3,746 $980M

Nearby Other Plans in California

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

Santa Clara University Tax-Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Santa Clara University Tax-Deferred Annuity Plan, Total assets ($B): 0.40108605 · Participants: 1999Santa Clara University Tax-Deferred Annuity 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
Santa Clara University Tax-Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Santa Clara University Tax-Deferred Annuity Plan side-by-side with 3 peers →

Santa Clara University Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Touro 403(b) Plan in NY ($401M); by covered participants it is Youth Advocate Programs, Inc. 403(b) Plan in PA (1,999 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($401M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,999 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 Santa Clara University Tax-Deferred Annuity Plan assets move in 2023? ▼
Santa Clara University Tax-Deferred Annuity Plan grew sharply - up 16.8% during 2023, from $343M to $401M. Reported net income was $58M.
How have Santa Clara University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Clara University's sponsor-wide assets grew 33.9%, from $732M to $980M.
Where does Santa Clara University Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Santa Clara University Tax-Deferred Annuity Plan ranks in the 97th 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 Santa Clara University Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Touro 403(b) Plan in NY ($401M, 4,055 participants).
Which Other plans cover a similar participant headcount to Santa Clara University Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Youth Advocate Programs, Inc. 403(b) Plan in PA (1,999 participants, $10M 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 941156617.

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.