Other · DOL Form 5500 · 2023

Palo Alto University, Inc Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
231
Participants Below avg headcount
79th
Percentile by assets National rank
$130,533
Avg per participant Near avg balance/head
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Official DOL plan name: Palo Alto University, Inc. Combined 403(b) Plan · Sponsored by Palo Alto University, Inc · California · Educational Services

$30M in assets, 231 participants

Palo Alto University, Inc's Palo Alto University, Inc. Combined 403(b) Plan reported $30M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,404 in Educational Services (3,735 peers)

Coverage in California

Palo Alto University, Inc. Combined 403(b) Plan covers 231 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $30M.

#2,404
in Educational Services (3,735 peers)
+9.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Palo Alto University, Inc. Combined 403(b) Plan's outsized position by total assets

Palo Alto University, Inc. Combined 403(b) Plan vs every filed plan by assets

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

$30,153,096 Top 21% higher than 79% 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

Palo Alto University, Inc. Combined 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. Palo Alto University, Inc. Combined 403(b) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palo Alto University, Inc. Combined 403(b) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Palo Alto University, Inc. Combined 403(b) Plan reported participants rose from 211 in the plan year 2022 filing to 231 in the plan year 2023 filing.
  • Palo Alto University, Inc. Combined 403(b) Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942340692 · Palo Alto University, Inc PY 2023 · Other

Palo Alto University, Inc. Combined 403(b) Plan · $30M · 231 · 79th

  • EOY $30M
  • 5500 231
  • ASSETS 79th
  • PCT Other
  • EIN near Rocky Mountain College Defined Contribution Retirement Plan
  • RANK ind #2404

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 →

Palo Alto University, Inc. Combined 403(b) Plan in the asset neighbourhood

Waterford Institute, Inc. Defined Contribution RetWaterford Institute, Inc. De…$30MRocky Mountain College Defined Contribution Retirement PlanRocky Mountain College Defin…$30MBrewster Academy Retirement PlanBrewster Academy Retirement …$30MPalo Alto University, Inc. Combined 403(b) PlanPalo Alto University, Inc. C…$30MThe Hurley Clinic 403(b) Retirement PlanThe Hurley Clinic 403(b) Ret…$30M
End-of-year total assets ($M) among Palo Alto University, Inc. Combined 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN942340692
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palo Alto University, Inc)

Sponsor-wide plan assets over time

All Palo Alto University, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$34M 23.45633764402067% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $27.5M $34M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 211 $28M
2023 1 231 $30M
2024 1 222 $34M

Nearby Other Plans in California

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

Palo Alto University, Inc. Combined 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Palo Alto University, Inc. Combined 403(b) Plan, Total assets ($B): 0.030153096 · Participants: 231Palo Alto University, Inc. Combined 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Palo Alto University, Inc. Combined 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Palo Alto University, Inc. Combined 403(b) Plan side-by-side with 3 peers →

Palo Alto University, Inc. Combined 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Rocky Mountain College Defined Contribution Retirement Plan in MT ($30M); by covered participants it is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Palo Alto University, Inc. Combined 403(b) Plan assets move in 2023? ▼
Palo Alto University, Inc. Combined 403(b) Plan grew at a solid clip - up 9.6% during 2023, from $28M to $30M. Reported net income was $3M.
How have Palo Alto University, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palo Alto University, Inc's sponsor-wide assets grew 23.5%, from $28M to $34M.
Where does Palo Alto University, Inc. Combined 403(b) Plan rank by assets among Form 5500 filers? ▼
Palo Alto University, Inc. Combined 403(b) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Palo Alto University, Inc. Combined 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Rocky Mountain College Defined Contribution Retirement Plan in MT ($30M, 252 participants).
Which Other plans cover a similar participant headcount to Palo Alto University, Inc. Combined 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (231 participants, $57M 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 942340692.

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.