Other · DOL Form 5500 · 2023

Woodbury University Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
211
Participants Below avg headcount
82nd
Percentile by assets National rank
$177,763
Avg per participant Above avg balance/head
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Official DOL plan name: Woodbury University 403(b) Retirement Plan for Employees · Sponsored by Woodbury University · California · Educational Services

$38M in assets, 211 participants

Woodbury University's Woodbury University 403(b) Retirement Plan for Employees reported $38M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,552 in Educational Services (3,735 peers)

Coverage in California

Woodbury University 403(b) Retirement Plan for Employees covers 211 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $38M.

#2,552
in Educational Services (3,735 peers)
+15.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Woodbury University 403(b) Retirement Plan for Employees's outsized position by total assets

Woodbury University 403(b) Retirement Plan for Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$37,507,909 Top 18% higher than 82% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Woodbury University 403(b) Retirement Plan for Employees among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodbury University 403(b) Retirement Plan for Employees sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodbury University 403(b) Retirement Plan for Employees reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Woodbury University 403(b) Retirement Plan for Employees end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Woodbury University 403(b) Retirement Plan for Employees reported participants rose from 203 in the plan year 2022 filing to 211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952786163 · Woodbury University PY 2023 · Other

Woodbury University 403(b) Retirement Plan for Employees · $38M · 211 · 82nd

  • EOY $38M
  • 5500 211
  • ASSETS 82nd
  • PCT Other
  • EIN near The Menninger Clinic 403(b) Retirement Savings Plan
  • RANK ind #2552

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 →

Woodbury University 403(b) Retirement Plan for Employees in the asset neighbourhood

American Geophysical Union Retirement PlanAmerican Geophysical Union R…$38MThe Menninger Clinic 403(b) Retirement Savings PlanThe Menninger Clinic 403(b) …$38MNational Comprehensive Cancer Network 403(b) DC PlanNational Comprehensive Cance…$38MWoodbury University 403(b) Retirement Plan for EmployeesWoodbury University 403(b) R…$38MThe Roxbury Latin School 403(b) Retirement PlanThe Roxbury Latin School 403…$37M
End-of-year total assets ($M) among Woodbury University 403(b) Retirement Plan for Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN952786163
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodbury University)

Sponsor-wide plan assets over time

All Woodbury University plans reported in each filing year

Latest sponsor-wide plan assets
$46M 5.8787035084203545% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $48.7M $45.9M ▼ -5.9%
Year Plans Participants Total Assets
2022 2 256 $49M
2023 2 260 $55M
2024 2 253 $46M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Woodbury University 403(b) Retirement Plan for Employees vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Woodbury University 403(b) Retirement Plan for Employees, Total assets ($B): 0.037507909 · Participants: 211Woodbury University 403(b) Retirement Plan for EmployeesStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Woodbury University 403(b) Retirement Plan for Employees vs. nearby Other plans in California, assets vs. participants
Compare Woodbury University 403(b) Retirement Plan for Employees side-by-side with 3 peers →

Woodbury University 403(b) Retirement Plan for Employees's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Menninger Clinic 403(b) Retirement Savings Plan in TX ($38M); by covered participants it is Dream Charter School 403(b) Plan in NY (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Woodbury University 403(b) Retirement Plan for Employees assets move in 2023? ▼
Woodbury University 403(b) Retirement Plan for Employees grew sharply - up 15.6% during 2023, from $32M to $38M. Reported net income was $5M.
How have Woodbury University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodbury University's sponsor-wide assets declined 5.9%, from $49M to $46M.
Where does Woodbury University 403(b) Retirement Plan for Employees rank by assets among Form 5500 filers? ▼
Woodbury University 403(b) Retirement Plan for Employees ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Woodbury University 403(b) Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by assets is The Menninger Clinic 403(b) Retirement Savings Plan in TX ($38M, 485 participants).
Which Other plans cover a similar participant headcount to Woodbury University 403(b) Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by covered participants is Dream Charter School 403(b) Plan in NY (211 participants, $4M in assets).

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 952786163.

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.