Other · DOL Form 5500 · 2023
Notre Dame De Namur University Retirement Plan
Data updated 2026-08-11
- $46M
- Total assets
- 221
- Participants
- 85th
- Percentile by assets
- $207,787
- Avg per participant
Official DOL plan name: Notre Dame De Namur University DC Retirement Plan · Sponsored by Notre Dame De Namur University · California · Educational Services
$46M in assets, 221 participants
Notre Dame De Namur University's Notre Dame De Namur University DC Retirement Plan reported $46M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #2,720 in Educational Services (3,735 peers)
Coverage in California
Notre Dame De Namur University DC Retirement Plan covers 221 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $46M.
- $46M
- total plan assets (2023 EOY)
- 221
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $207,787
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Notre Dame De Namur University DC Retirement Plan reported net income rose from $551K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Notre Dame De Namur University DC Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Notre Dame De Namur University DC Retirement Plan reported participants fell from 229 in the plan year 2022 filing to 221 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Notre Dame De Namur University DC Retirement Plan reports 221 participants - about 35% of that state average ($46M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $2M |
| Employer EIN | 941156646 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Notre Dame De Namur University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $44M |
| 2023 | 1 | 221 | $46M |
| 2024 | 1 | 144 | $46M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Notre Dame De Namur University DC 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 Notre Dame De Namur University DC Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Notre Dame De Namur University DC Retirement Plan assets move in 2023? ▼
How have Notre Dame De Namur University plan assets changed over time? ▼
Where does Notre Dame De Namur University DC Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Notre Dame De Namur University DC Retire…
Filing takeaways
Ways to act on Notre Dame De Namur University DC Retirement Plan's numbers.
- By total assets, Notre Dame De Namur University DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Notre Dame De Namur University's sponsor-wide assets have grown 5.4% since 2022 across 3 plan years on file. More Educational Services plans