Defined Benefit (Pension) · DOL Form 5500 · 2023

Woodbury University Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
49
Participants Small participant base
70th
Percentile by assets National rank
$362,342
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pension Plan for Employees of Woodbury University · Sponsored by Woodbury University · California · Educational Services

$18M in assets, 49 participants

Woodbury University's Pension Plan for Employees of Woodbury University reported $18M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,981 in Educational Services (3,735 peers)

2023 asset change

Pension Plan for Employees of Woodbury University grew at a solid clip 9.1% in 2023 ($16M → $18M) for 49 participants.

#1,981
in Educational Services (3,735 peers)
+9.1%
assets growth YoY

Pension Plan for Employees of Woodbury University's outsized position by total assets

Pension Plan for Employees of Woodbury University vs every filed plan by assets

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

$17,754,778 Top 30% higher than 70% 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

Pension Plan for Employees of Woodbury University among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Woodbury University is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Woodbury University reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pension Plan for Employees of Woodbury University end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Pension Plan for Employees of Woodbury University reported participants fell from 53 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952786163 · Woodbury University PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Woodbury University · $18M · 49 · 70th

  • IND $18M
  • EOY 49
  • 5500 70th
  • ASSETS Defined Benefit (Pension)
  • PCT near Heat & Frost & Allied Workers No. 21 Pension Plan
  • EIN ind #1981

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 →

Pension Plan for Employees of Woodbury University in the asset neighbourhood

Key Lakes Non-Contributory Pension PlanKey Lakes Non-Contributory P…$18MPension Plan for Employees of Woodbury UniversityPension Plan for Employees o…$18MHeat & Frost & Allied Workers No. 21 Pension PlanHeat & Frost & Allied Worker…$18MFedway Associates, Inc. Employees' Retirement PlanFedway Associates, Inc. Empl…$18MSunwest Federal Credit Union Defined Benefit Plan and TrustSunwest Federal Credit Union…$18M
End-of-year total assets ($M) among Pension Plan for Employees of Woodbury University and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Woodbury University years around the 2023 move

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

2023 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN952786163
Plan Effective Date1965-03-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of Woodbury University vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for Employees of Woodbury University, Total assets ($B): 0.017754778 · Participants: 49Pension Plan for Employees of Woodbury UniversityKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Pension Plan for Employees of Woodbury University vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan for Employees of Woodbury University side-by-side with 3 peers →

Pension Plan for Employees of Woodbury University's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Heat & Frost & Allied Workers No. 21 Pension Plan in TX ($18M); by covered participants it is Management-Labor Pension Fund Local 1730 Ila in NJ (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Pension Plan for Employees of Woodbury University assets move in 2023? ▼
Pension Plan for Employees of Woodbury University grew at a solid clip - up 9.1% during 2023, from $16M to $18M. Reported net income was $1M.
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.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Woodbury University? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heat & Frost & Allied Workers No. 21 Pension Plan in TX ($18M, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Woodbury University? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Management-Labor Pension Fund Local 1730 Ila in NJ (49 participants, $64M 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.