Other · DOL Form 5500 · 2023
Chapman University Retirement Plan
Data updated 2026-08-11
- $269M
- Total assets
- 1,548
- Participants
- 96th
- Percentile by assets
- $173,884
- Avg per participant
Official DOL plan name: Chapman University Tax Deferred Annuity (Tda) Retirement Plan · Sponsored by Chapman University · California · Educational Services
$269M in assets, 1,548 participants
Chapman University's Chapman University Tax Deferred Annuity (Tda) Retirement Plan reported $269M in total assets and 1,548 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #3,484 in Educational Services (3,735 peers)
Coverage in California
Chapman University Tax Deferred Annuity (Tda) Retirement Plan covers 1,548 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $269M.
- $269M
- total plan assets (2023 EOY)
- 1,548
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $173,884
- avg assets per participant
Where Chapman University Tax Deferred Annuity (Tda) Retirement Plan sits by total assets
Chapman University Tax Deferred Annuity (Tda) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$269,171,942 Top 4% higher than 96% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan end-of-year assets rose from $232M in the plan year 2022 filing to $269M 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 Tax Deferred Annuity (Tda) Retirement Plan reports 1,548 participants - 2.5x that state average ($269M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Net Assets (End of Year) | $269M |
| Net Income | $38M |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Chapman University Tax Deferred Annuity (Tda) Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Chapman University Tax Deferred Annuity (Tda) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Chapman University Tax Deferred Annuity (Tda) Retirement Plan assets move in 2023? ▼
How have Chapman University plan assets changed over time? ▼
Where does Chapman University Tax Deferred Annuity (Tda) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Chapman University Tax Deferred Annuity (Tda) Retirement Plan? ▼
Next read for Chapman University Tax Deferred Annuity …
Filing takeaways
Ways to act on Chapman University Tax Deferred Annuity (Tda) Retirement Plan's numbers.
- By total assets, Chapman University Tax Deferred Annuity (Tda) 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 Other 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