Other · DOL Form 5500 · 2022

Milken Institute Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
200
Participants Below avg headcount
77th
Percentile by assets National rank
$101,192
Avg per participant Below avg balance/head
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Official DOL plan name: Milken Institute 403(b) Plan · Sponsored by Milken Institute · California · Other Services

$20M in assets, 200 participants

Milken Institute's Milken Institute 403(b) Plan reported $20M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,383 in Other Services (8,398 peers)

Coverage in California

Milken Institute 403(b) Plan covers 200 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $20M.

#7,383
in Other Services (8,398 peers)
-10.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milken Institute 403(b) Plan's outsized position by total assets

Milken Institute 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,238,418 Top 23% higher than 77% of 139,123 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 2022

Milken Institute 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milken Institute 403(b) Plan sits mid-pack in the medium band (200 participants).

Form 5500 schedule snapshot

Filing strip 954240775 · Milken Institute PY 2022 · Other

Milken Institute 403(b) Plan · $20M · 200 · 77th

  • PCT $20M
  • PCT 200
  • PCT 77th
  • PCT Other
  • PCT near New York College of Podiatric Medicine 403(b) Tda Plan
  • PCT ind #7383

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 Other Services retirement plans → · Plans in California →

Milken Institute 403(b) Plan in the asset neighbourhood

Heritage University Retirement PlanHeritage University Retireme…$20MMilken Institute 403(b) Plan$20MNew York College of Podiatric Medicine 403(b) Tda PlanNew York College of Podiatri…$20MThe Amfar 403(b) Retirement PlanThe Amfar 403(b) Retirement …$20MBrookstone School, Inc. Retirement PlanBrookstone School, Inc. Reti…$20M
End-of-year total assets ($M) among Milken Institute 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$2M
Employer EIN954240775
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milken Institute)

Sponsor-wide plan assets over time

All Milken Institute plans reported in each filing year

Latest sponsor-wide plan assets
$55M 169.43662790243783% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $20.2M $54.5M ▲ +169.4%
Year Plans Participants Total Assets
2022 1 200 $20M
2023 1 184 $27M
2024 2 445 $55M

Nearby Other Plans in California

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

Milken Institute 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Milken Institute 403(b) Plan, Total assets ($B): 0.020238418 · Participants: 200Milken Institute 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Milken Institute 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Milken Institute 403(b) Plan side-by-side with 3 peers →

Milken Institute 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is New York College of Podiatric Medicine 403(b) Tda Plan in NY ($20M); by covered participants it is Palmer Trinity School 403(b) DC Plan in FL (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Milken Institute 403(b) Plan assets move in 2022? ▼
Milken Institute 403(b) Plan pulled back noticeably - down 10.0% during 2022, from $22M to $20M. Reported net income was -$2M.
How have Milken Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milken Institute's sponsor-wide assets grew 169.4%, from $20M to $55M.
Where does Milken Institute 403(b) Plan rank by assets among Form 5500 filers? ▼
Milken Institute 403(b) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Milken Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is New York College of Podiatric Medicine 403(b) Tda Plan in NY ($20M, 134 participants).
Which Other plans cover a similar participant headcount to Milken Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Palmer Trinity School 403(b) DC Plan in FL (200 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954240775.

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.