Other · DOL Form 5500 · 2024
Cal Poly Humboldt Sponsored Programs Foundation Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 295
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $48,860
- Avg per participant Low balance/head
Official DOL plan name: Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan · Sponsored by Cal Poly Humboldt Sponsored Programs Foundation · California · Educational Services
$14M in assets, 295 participants
Cal Poly Humboldt Sponsored Programs Foundation's Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan reported $14M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #1,688 in Educational Services (3,638 peers)
Coverage in California
Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan covers 295 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $14M.
- #1,688
- in Educational Services (3,638 peers)
- +19.7%
- assets growth YoY
Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,413,666 Top 36% higher than 64% 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
Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC 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. Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan sits mid-pack in the medium band (295 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan reported participants rose from 276 in the plan year 2023 filing to 295 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 946050071 · Cal Poly Humboldt Sponsored Programs Foundation PY 2024 · Other
Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan · $14M · 295 · 64th
- TYPE $14M
- TYPE 295
- TYPE 64th
- TYPE Other
- TYPE near Southern Jersey Family Medical Centers, Inc. Employee Retirement Plan
- TYPE ind #1688
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 →
Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 946050071 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cal Poly Humboldt Sponsored Programs Foundation)
Sponsor-wide plan assets over time
All Cal Poly Humboldt Sponsored Programs Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 53.236274356483634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 217 | $9M |
| 2023 | 1 | 276 | $12M |
| 2024 | 1 | 295 | $14M |
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
Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Southern Jersey Family Medical Centers, Inc. Employee Retirement Plan in NJ ($14M); by covered participants it is Greater Chicago Food Depository Retirement Savings Plan in IL (295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Southern Jersey Family Medical Centers, Inc. Employee Retirement Plan (NJ) $14M · 227
- Van Wert County Hospital - Tax Deferred 403(b) Plan (OH) $14M · 318
- Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. (NY) $14M · 255
- Bath Community Hospital Employees 403(b) Retirement Plan (VA) $14M · 215
Similar participant headcount
Nearest other-state filings by covered participants (295 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.