Other · DOL Form 5500 · 2023
Whittier College Retirement Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 428
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $325,704
- Avg per participant High balance/head
Official DOL plan name: Whittier College 403(b) Plan · Sponsored by Whittier College · California · Educational Services
$139M in assets, 428 participants
Whittier College's Whittier College 403(b) Plan reported $139M in total assets and 428 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.
- #3,302 in Educational Services (3,735 peers)
Where Whittier College 403(b) Plan sits by assets
Whittier College 403(b) Plan sits in the top 10% of all filed plans by assets, $139M for 428 participants (~$325,704/participant), up 9.6% in 2023.
- #3,302
- in Educational Services (3,735 peers)
- +9.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Whittier College 403(b) Plan's outsized position by total assets
Whittier College 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$139,401,107 Top 7% higher than 93% 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
Whittier College 403(b) 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. Whittier College 403(b) Plan sits mid-pack in the medium band (428 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Whittier College 403(b) Plan reported net income rose from -$25M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Whittier College 403(b) Plan reported participants rose from 303 in the plan year 2022 filing to 428 in the plan year 2023 filing.
- Whittier College 403(b) Plan end-of-year assets rose from $127M in the plan year 2022 filing to $139M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951644048 · Whittier College PY 2023 · Other
Whittier College 403(b) Plan · $139M · 428 · 93rd
- EBSA $139M
- PART 428
- TYPE 93rd
- NET Other
- BOOK near High Point University Retirement Plan
- VS-ST ind #3302
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 →
Whittier College 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $12M |
| Employer EIN | 951644048 |
| Plan Effective Date | 1984-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whittier College)
Sponsor-wide plan assets over time
All Whittier College plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 14.085876418677179% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 303 | $127M |
| 2023 | 1 | 428 | $139M |
| 2024 | 1 | 413 | $145M |
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
Whittier College 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is High Point University Retirement Plan in NC ($139M); by covered participants it is International Republican Institute Retirement Savings Plan in DC (428 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
Similar participant headcount
Nearest other-state filings by covered participants (428 participants); asset peers above are excluded.
- International Republican Institute Retirement Savings Plan (DC) 428 · 0 off
- Emerald Heights 403(b) Plan (WA) 428 · 0 off
- Speare Memorial Hospital 403(b) Plan (NH) 428 · 0 off
- Elim Christian Services Defined Contribution Plan (IL) 428 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.