Profit Sharing · DOL Form 5500 · 2023
Chapman University Profit Sharing Plan
Data updated 2026-08-11
- $237M
- Total assets
- 1,787
- Participants
- 95th
- Percentile by assets
- $132,617
- Avg per participant
Official DOL plan name: Chapman University Defined Contribution Retirement Plan · Sponsored by Chapman University · California · Educational Services
$237M in assets, 1,787 participants
Chapman University's Chapman University Defined Contribution Retirement Plan reported $237M in total assets and 1,787 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.
- 95th percentile by assets (of 127,072 plans)
- #3,459 in Educational Services (3,735 peers)
Coverage in California
Chapman University Defined Contribution Retirement Plan covers 1,787 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $237M.
- $237M
- total plan assets (2023 EOY)
- 1,787
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $132,617
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chapman University Defined Contribution Retirement Plan reported net income rose from -$31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Chapman University Defined Contribution Retirement Plan end-of-year assets rose from $200M in the plan year 2022 filing to $237M in the plan year 2023 filing.
- Chapman University Defined Contribution Retirement Plan reported participants rose from 1,754 in the plan year 2022 filing to 1,787 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Chapman University Defined Contribution Retirement Plan reports 1,787 participants - 2.8x that state average ($237M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $200M |
|---|---|
| Net Assets (End of Year) | $237M |
| Net Income | $37M |
| Employer EIN | 951643992 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chapman University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,302 | $431M |
| 2023 | 2 | 3,335 | $506M |
| 2024 | 2 | 3,370 | $573M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Chapman University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Chapman University Defined Contribution Retirement Plan by total assets, not by location.
- Dillon Companies, LLC Employees' Profit Sharing Plan (KS) $237M · 2,040
- I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r (NY) $235M · 778
- Teamsters Local 456 Annuity Fund (NY) $233M · 1,619
- New Jersey Building Laborers Statewide Annuity Fund (NJ) $233M · 7,335
Frequently Asked Questions
How did Chapman University Defined Contribution Retirement Plan assets move in 2023? ▼
How have Chapman University plan assets changed over time? ▼
Where does Chapman University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Chapman University Defined Contribution …
Filing takeaways
Ways to act on Chapman University Defined Contribution Retirement Plan's numbers.
- By total assets, Chapman University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Chapman University's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Educational Services plans