Other · DOL Form 5500 · 2024
American Jewish University Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $144,510
- Avg per participant Above avg balance/head
Official DOL plan name: American Jewish University DC Retirement Plan · Sponsored by American Jewish University · California · Educational Services
$22M in assets, 155 participants
American Jewish University's American Jewish University DC Retirement Plan reported $22M in total assets and 155 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.
- #2,025 in Educational Services (3,638 peers)
Coverage in California
American Jewish University DC Retirement Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $22M.
- #2,025
- in Educational Services (3,638 peers)
- +10.3%
- assets growth YoY
American Jewish University DC Retirement Plan's outsized position by total assets
American Jewish University DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,398,975 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
American Jewish University DC Retirement 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. American Jewish University DC Retirement Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Jewish University DC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- American Jewish University DC Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
DOL schedule card
Filing strip 951684064 · American Jewish University PY 2024 · Other
American Jewish University DC Retirement Plan · $22M · 155 · 72nd
- PHOTO $22M
- IND 155
- EOY 72nd
- 5500 Other
- ASSETS near Cherokee Regional Medical Center Tax Deferred Annuity Plan
- PCT ind #2025
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 →
American Jewish University DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 951684064 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Jewish University)
Sponsor-wide plan assets over time
All American Jewish University plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 30.22392621825843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $17M |
| 2023 | 1 | 156 | $20M |
| 2024 | 1 | 155 | $22M |
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
American Jewish University DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Cherokee Regional Medical Center Tax Deferred Annuity Plan in IA ($22M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Cherokee Regional Medical Center Tax Deferred Annuity Plan (IA) $22M · 268
- Solebury School Defined Contribution and Tda Plan (PA) $22M · 115
- International Association of Fire Chiefs Defined Contribution Plan (VA) $22M · 39
- 403(b) Thrift Plan for Employees of Community Care Alliance (RI) $22M · 1,075
Similar participant headcount
Nearest other-state filings by covered participants (155 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.