Other · DOL Form 5500 · 2023
University of La Verne Retirement Plan
Data updated 2026-08-25
- $243M
- Total assets Near avg plan size
- 5,035
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $48,174
- Avg per participant Low balance/head
Official DOL plan name: University of La Verne 403(b) Retirement Savings Plan · Sponsored by University of La Verne · California · Educational Services
$243M in assets, 5,035 participants
University of La Verne's University of La Verne 403(b) Retirement Savings Plan reported $243M in total assets and 5,035 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,465 in Educational Services (3,735 peers)
Coverage in California
University of La Verne 403(b) Retirement Savings Plan covers 5,035 participants in California, 8.0x the typical California plan (state average ~630 per filing). Assets: $243M.
- #3,465
- in Educational Services (3,735 peers)
- +14.0%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
University of La Verne 403(b) Retirement Savings Plan's outsized position by total assets
University of La Verne 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$242,556,648 Top 5% higher than 95% 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
University of La Verne 403(b) Retirement Savings 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. University of La Verne 403(b) Retirement Savings Plan lands in the large band (5,035 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of La Verne 403(b) Retirement Savings Plan reported net income rose from -$36M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- University of La Verne 403(b) Retirement Savings Plan end-of-year assets rose from $213M in the plan year 2022 filing to $243M in the plan year 2023 filing.
- University of La Verne 403(b) Retirement Savings Plan reported participants rose from 4,729 in the plan year 2022 filing to 5,035 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951644026 · University of La Verne PY 2023 · Other
University of La Verne 403(b) Retirement Savings Plan · $243M · 5,035 · 95th
- RANK $243M
- PHOTO 5,035
- IND 95th
- EOY Other
- 5500 near Stetson University Defined Contribution Plan
- ASSETS ind #3465
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 →
University of La Verne 403(b) Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $243M |
| Net Income | $30M |
| Employer EIN | 951644026 |
| Plan Effective Date | 1945-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of La Verne)
Sponsor-wide plan assets over time
All University of La Verne plans reported in each filing year
- Latest sponsor-wide plan assets
- $266M 25.09361334379985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,729 | $213M |
| 2023 | 1 | 5,035 | $243M |
| 2024 | 1 | 5,279 | $266M |
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
Scale composition for University of La Verne 403(b) Retirement Savings Plan
University of La Verne 403(b) Retirement Savings Plan reports $243M in end-of-year assets across 5,035 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $48,174 per participant (35% of the national average assets-per-participant) . Net income for plan year 2023 was $30M.
This plan identity (EIN 951644026, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $213M to $266M (+25.1%) while covered participants moved from 4,729 to 5,279 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,729 | $213M | Open filing |
| 2023 | 5,035 | $243M | This page |
| 2024 · index core | 5,279 | $266M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- University of La Verne 403(b) Retirement Savings Plan (Other, $266M, 5,279 participants)
University of La Verne 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Stetson University Defined Contribution Plan in FL ($241M); by covered participants it is Tufts University Voluntary Retirement Plan in MA (5,038 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($243M here).
- Stetson University Defined Contribution Plan (FL) $241M · 794
- Tidalhealth 403(b) Plan (MD) $244M · 5,287
- Siena College Defined Contribution Retirement Plan (NY) $240M · 927
- Gillette Children's Specialty Healthcare Matched Savings Retirement Plan (MN) $240M · 1,453
Similar participant headcount
Nearest other-state filings by covered participants (5,035 participants); asset peers above are excluded.
- Tufts University Voluntary Retirement Plan (MA) 5,038 · 3 off
- Georgetown University Defined Contribution Retirement Plan (DC) 4,981 · 54 off
- Syracuse University Noncontributory Retirement Plan (NY) 4,967 · 68 off
- Summa Health 403(b) Retirement Savings Plan (OH) 4,948 · 87 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.