Money Purchase · DOL Form 5500 · 2023
Santa Clara University Money Purchase Plan
Data updated 2026-08-25
- $455M
- Total assets Above avg plan size
- 2,078
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $219,031
- Avg per participant Above avg balance/head
Official DOL plan name: Santa Clara University Defined Contribution Retirement Plan · Sponsored by Santa Clara University · California · Educational Services
$455M in assets, 2,078 participants
Santa Clara University's Santa Clara University Defined Contribution Retirement Plan reported $455M in total assets and 2,078 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.
- #3,586 in Educational Services (3,735 peers)
Coverage in California
Santa Clara University Defined Contribution Retirement Plan covers 2,078 participants in California, 3.3x the typical California plan (state average ~630 per filing). Assets: $455M.
- #3,586
- in Educational Services (3,735 peers)
- +17.2%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Santa Clara University Defined Contribution Retirement Plan's outsized position by total assets
Santa Clara University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$455,145,631 Top 3% higher than 97% 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
Santa Clara University Defined Contribution Retirement 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 Defined Contribution Retirement Plan lands in the large band (2,078 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Santa Clara University Defined Contribution Retirement Plan reported net income rose from -$76M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Santa Clara University Defined Contribution Retirement Plan end-of-year assets rose from $389M in the plan year 2022 filing to $455M in the plan year 2023 filing.
- Santa Clara University Defined Contribution Retirement Plan reported participants rose from 1,943 in the plan year 2022 filing to 2,078 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 941156617 · Santa Clara University PY 2023 · Money Purchase
Santa Clara University Defined Contribution Retirement Plan · $455M · 2,078 · 97th
- PCT $455M
- EIN 2,078
- RANK 97th
- PHOTO Money Purchase
- IND near NECA-IBEW Local 364 Defined Contribution Plan
- EOY ind #3586
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 Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $389M |
|---|---|
| Net Assets (End of Year) | $455M |
| Net Income | $67M |
| Employer EIN | 941156617 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,837 | $732M |
| 2023 | 2 | 4,077 | $856M |
| 2024 | 2 | 3,746 | $980M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Santa Clara University Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is NECA-IBEW Local 364 Defined Contribution Plan in IL ($468M); by covered participants it is Cascade Pension Trust Money Purchase Pension Plan in OR (2,092 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($455M here).
- NECA-IBEW Local 364 Defined Contribution Plan (IL) $468M · 763
- Telephone and Data Systems, Inc. Pension Plan (WI) $471M · 5,421
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan (OH) $473M · 1,004
- The Association of University Physicians Pension Plan (WA) $437M · 2,598
Similar participant headcount
Nearest other-state filings by covered participants (2,078 participants); asset peers above are excluded.
- Cascade Pension Trust Money Purchase Pension Plan (OR) 2,092 · 14 off
- Burrell Behavioral Health 403a Retirement Plan (MO) 2,038 · 40 off
- Massachusetts Bricklayers & Masons Annuity Fund (MA) 2,120 · 42 off
- Noblis, Inc. Qualified Retirement Plan (VA) 2,122 · 44 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.