Other · DOL Form 5500 · 2024
Pepperdine University Retirement Plan
Data updated 2026-08-25
- $633M
- Total assets Above avg plan size
- 1,867
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $339,310
- Avg per participant High balance/head
Official DOL plan name: Pepperdine University Retirement Plan · Sponsored by Pepperdine University · California · Educational Services
$633M in assets, 1,867 participants
Pepperdine University's Pepperdine University Retirement Plan reported $633M in total assets and 1,867 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,520 in Educational Services (3,638 peers)
Coverage in California
Pepperdine University Retirement Plan covers 1,867 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $633M.
- #3,520
- in Educational Services (3,638 peers)
- +10.0%
- assets growth YoY
- 6.4×
- vs typical plan assets (national mean)
Pepperdine University Retirement Plan's outsized position by total assets
Pepperdine University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$633,491,739 Top 2% higher than 98% 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
Pepperdine University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pepperdine University Retirement Plan lands in the large band (1,867 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pepperdine University Retirement Plan reported net income fell from $67M in the plan year 2023 filing to $57M in the plan year 2024 filing.
- Pepperdine University Retirement Plan end-of-year assets rose from $576M in the plan year 2023 filing to $633M in the plan year 2024 filing.
- Pepperdine University Retirement Plan reported participants rose from 1,777 in the plan year 2023 filing to 1,867 in the plan year 2024 filing.
DOL schedule card
Filing strip 951644037 · Pepperdine University PY 2024 · Other
Pepperdine University Retirement Plan · $633M · 1,867 · 98th
- PHOTO $633M
- IND 1,867
- EOY 98th
- 5500 Other
- ASSETS near Stormont-Vail Healthcare Employee 403(b) Plan
- PCT ind #3520
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 →
Pepperdine University Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $576M |
|---|---|
| Net Assets (End of Year) | $633M |
| Net Income | $57M |
| Employer EIN | 951644037 |
| Plan Effective Date | 1946-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pepperdine University)
Sponsor-wide plan assets over time
All Pepperdine University plans reported in each filing year
- Latest sponsor-wide plan assets
- $633M 24.40790349778334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,845 | $509M |
| 2023 | 1 | 1,777 | $576M |
| 2024 | 1 | 1,867 | $633M |
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
Pepperdine University Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Stormont-Vail Healthcare Employee 403(b) Plan in KS ($634M); by covered participants it is Goodwill of San Antonio Retirement Savings Plan in TX (1,869 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($633M here).
- Stormont-Vail Healthcare Employee 403(b) Plan (KS) $634M · 5,973
- Ithaca College 403(b) Retirement Plan (NY) $635M · 1,621
- Amherst College Defined Contribution Retirement Plan (MA) $636M · 1,907
- Guthrie 403(b) Retirement Savings Plan (PA) $630M · 7,589
Similar participant headcount
Nearest other-state filings by covered participants (1,867 participants); asset peers above are excluded.
- Goodwill of San Antonio Retirement Savings Plan (TX) 1,869 · 2 off
- Achievement First, Inc. 403(b) Plan (CT) 1,869 · 2 off
- Conway Medical Center 403(b) Plan (SC) 1,870 · 3 off
- The Kendal Corporation 403(b) Plan (DE) 1,872 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.