Other · DOL Form 5500 · 2023
The University Corporation Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 416
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $33,098
- Avg per participant Low balance/head
Official DOL plan name: The University Corporation 403(b) Plan · Sponsored by The University Corporation · California · Educational Services
$14M in assets, 416 participants
The University Corporation's The University Corporation 403(b) Plan reported $14M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #1,786 in Educational Services (3,735 peers)
The University Corporation multi-year trail
The University Corporation's plans moved +11.0% in assets from 2022 to 2024; this filing shows The University Corporation 403(b) Plan at $14M / 416 participants.
- #1,786
- in Educational Services (3,735 peers)
- +2.9%
- assets growth YoY
The University Corporation 403(b) Plan's mid-pack asset rank among Educational Services and all filers
The University Corporation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,768,783 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The University Corporation 403(b) Plan 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. The University Corporation 403(b) Plan sits mid-pack in the medium band (416 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The University Corporation 403(b) Plan reported net income fell from $1M in the plan year 2022 filing to $384K in the plan year 2023 filing.
- The University Corporation 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
DOL schedule card
Filing strip 951992732 · The University Corporation PY 2023 · Other
The University Corporation 403(b) Plan · $14M · 416 · 65th
- PCT $14M
- EIN 416
- RANK 65th
- PHOTO Other
- IND near Community Service Society of New York 403(b) Plan
- EOY ind #1786
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 →
The University Corporation 403(b) Plan in the asset neighbourhood
The University Corporation multi-year asset trail
Sponsor-wide plan assets over time
All The University Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 11.042898813702207% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 420 | $13M |
| 2023 | 1 | 416 | $14M |
| 2024 | 1 | 409 | $15M |
The University Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $384K |
| Employer EIN | 951992732 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
The University Corporation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Community Service Society of New York 403(b) Plan in NY ($14M); by covered participants it is Nupath, Inc. 403(b) Retirement Plan in MA (416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Community Service Society of New York 403(b) Plan (NY) $14M · 138
- Lyngblomsten Care Center Inc. Tax Deferred Annuity Plan (MN) $14M · 406
- Evergreen Goodwill of Northwest Washington 403(b) Plan (WA) $14M · 2,035
- Mount Desert Island Biological Laboratory 403(b) Defined Contribution Plan (ME) $14M · 79
Similar participant headcount
Nearest other-state filings by covered participants (416 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.