Other · DOL Form 5500 · 2024
Pepperdine University Retirement Plan
Data updated 2026-08-11
- $633M
- Total assets
- 1,867
- Participants
- 98th
- Percentile by assets
- $339,310
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $633M
- total plan assets (2024 EOY)
- 1,867
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $339,310
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Pepperdine University Retirement Plan reports 1,867 participants - 3.0x that state average ($633M EOY assets).
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)
| 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.
Pepperdine University Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Pepperdine University Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Pepperdine University Retirement Plan assets move in 2024? ▼
How have Pepperdine University plan assets changed over time? ▼
Where does Pepperdine University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Pepperdine University Retirement Plan? ▼
Next read for Pepperdine University Retirement Plan
Filing takeaways
Ways to act on Pepperdine University Retirement Plan's numbers.
- By total assets, Pepperdine University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Pepperdine University's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Educational Services plans