Profit Sharing · DOL Form 5500 · 2023
Chapman University Profit Sharing Plan
Data updated 2026-08-25
- $237M
- Total assets Near avg plan size
- 1,787
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $132,617
- Avg per participant Near avg balance/head
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.
- #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.
- #3,459
- in Educational Services (3,735 peers)
- +18.6%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Chapman University Defined Contribution Retirement Plan's outsized position by total assets
Chapman University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$236,985,776 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
Chapman 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. Chapman University Defined Contribution Retirement Plan lands in the large band (1,787 participants).
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.
Plan-year Form 5500 strip
Filing strip 951643992 · Chapman University PY 2023 · Profit Sharing
Chapman University Defined Contribution Retirement Plan · $237M · 1,787 · 95th
- ASSETS $237M
- ASSETS 1,787
- ASSETS 95th
- ASSETS Profit Sharing
- ASSETS near Dillon Companies, LLC Employees' Profit Sharing Plan
- ASSETS ind #3459
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 →
Chapman University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Chapman University plans reported in each filing year
- Latest sponsor-wide plan assets
- $573M 32.836748542633856% vs 2022
- 2024 filing year
| 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.
- 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
Chapman University Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Dillon Companies, LLC Employees' Profit Sharing Plan in KS ($237M); by covered participants it is Yakima Valley Farm Workers Clinic Profit Sharing Plan in WA (1,792 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($237M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,787 participants); asset peers above are excluded.
- Yakima Valley Farm Workers Clinic Profit Sharing Plan (WA) 1,792 · 5 off
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan (TN) 1,792 · 5 off
- Holzer Health System 401a Profit Sharing Plan (OH) 1,779 · 8 off
- Greatcare, Inc. Retirement Plan and Trust (NY) 1,776 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.