Other · DOL Form 5500 · 2024
Milken Institute Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 205
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $109,739
- Avg per participant Below avg balance/head
Official DOL plan name: Milken Institute 403(b) Plan · Sponsored by Milken Institute · California · Other Services
$22M in assets, 205 participants
Milken Institute's Milken Institute 403(b) Plan reported $22M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,572 in Other Services (7,719 peers)
Coverage in California
Milken Institute 403(b) Plan covers 205 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $22M.
- #6,572
- in Other Services (7,719 peers)
- +29.2%
- assets growth YoY
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 2024 · DOL Form 5500
$22,496,447 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Milken Institute 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 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 (205 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milken Institute 403(b) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Milken Institute 403(b) Plan end-of-year assets fell from $27M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Milken Institute 403(b) Plan reported participants rose from 184 in the plan year 2023 filing to 205 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954240775 · Milken Institute PY 2024 · Other
Milken Institute 403(b) Plan · $22M · 205 · 72nd
- PHOTO $22M
- IND 205
- EOY 72nd
- 5500 Other
- ASSETS near Virginia Tech Foundation 403(b) Plan
- PCT ind #6572
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
California filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $5M |
| Employer EIN | 954240775 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING 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
| 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.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Milken Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Virginia Tech Foundation 403(b) Plan in VA ($23M); by covered participants it is Wyoming Seminary Defined Contribution Retirement Plan in PA (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.