Other · DOL Form 5500 · 2023

Whittier College Retirement Plan

Data updated 2026-08-11

$139M
Total assets
428
Participants
93rd
Percentile by assets
$325,704
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$139M
total plan assets (2023 EOY)
428
covered participants
93rd
percentile by assets (of 127,072 plans)
$325,704
avg assets per participant

Where Whittier College 403(b) Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
California
Industry
Educational Services

Whittier College 403(b) Plan vs the 2023 asset distribution

By assets, Whittier College 403(b) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$139M
Net Income$12M
Employer EIN951644048
Plan Effective Date1984-09-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Whittier College)

$120M$130M$140M$150M 202220232024 $127M $145M ▲ +14.1%
Total plan assets by year, all Whittier College plans on file
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.

Whittier College 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Whittier College 403…, Total assets ($B): 0.139401107 · Participants: 428Whittier College 403…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Whittier College 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Whittier College 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Whittier College 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Whittier College 403(b) Plan assets move in 2023? ▼
Whittier College 403(b) Plan grew at a solid clip - up 9.6% during 2023, from $127M to $139M. Reported net income was $12M.
How have Whittier College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whittier College's sponsor-wide assets grew 14.1%, from $127M to $145M.
Where does Whittier College 403(b) Plan rank by assets among Form 5500 filers? ▼
Whittier College 403(b) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Whittier College 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is High Point University Retirement Plan in NC ($139M, 919 participants).

Next read for Whittier College 403(b) Plan

Scale reading

Ways to act on Whittier College 403(b) Plan's numbers.

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 951644048.

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.