Other · DOL Form 5500 · 2024

San Diego State University Foundation Retirement Plan

Data updated 2026-08-11

$295M
Total assets: 3,273
Participants: 96th
Percentile by assets: $90,113
Avg per participant

Official DOL plan name: San Diego State University Foundation Defined Contribution Retirement Plan · Sponsored by San Diego State University Foundation · California · Educational Services

$295M in assets, 3,273 participants

San Diego State University Foundation's San Diego State University Foundation Defined Contribution Retirement Plan reported $295M in total assets and 3,273 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 123,622 plans)
#3,383 in Educational Services (3,638 peers)

Coverage in California

San Diego State University Foundation Defined Contribution Retirement Plan covers 3,273 participants in California, 5.2x the typical California plan (state average ~630 per filing). Assets: $295M.

$295M
total plan assets (2024 EOY): 3,273
covered participants: 96th
percentile by assets (of 123,622 plans): $90,113
avg assets per participant

San Diego State University Foundation Defined Contribution Retirement Plan reported net income fell from $39M in the plan year 2023 filing to $33M in the plan year 2024 filing.
San Diego State University Foundation Defined Contribution Retirement Plan end-of-year assets rose from $262M in the plan year 2023 filing to $295M in the plan year 2024 filing.
San Diego State University Foundation Defined Contribution Retirement Plan reported participants rose from 2,948 in the plan year 2023 filing to 3,273 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. San Diego State University Foundation Defined Contribution Retirement Plan reports 3,273 participants - 5.2x that state average ($295M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$262M
Net Assets (End of Year)	$295M
Net Income	$33M
Employer EIN	956042721
Plan Effective Date	1982-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (San Diego State University Foundation)

Total plan assets by year, all San Diego State University Foundation plans on file

Year	Plans	Participants	Total Assets
2022	1	1,727	$223M
2023	1	2,948	$262M
2024	1	3,273	$295M

Nearby Other Plans in California

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

San Diego State University Foundation Defined Contribution 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

Compare San Diego State University Foundation De… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to San Diego State University Foundation Defined Contribution Retirement Plan by total assets, not by location.

Upper Chesapeake Health 403(b) Savings Plan (MD) $296M · 2,925
Garnet Health Medical Center 403(b) Retirement Savings Plan (NY) $296M · 4,313
University Health 403(b) Plan (MO) $297M · 4,646
Colby College Retirement Plan (ME) $297M · 978

Frequently Asked Questions

How did San Diego State University Foundation Defined Contribution Retirement Plan assets move in 2024? ▼

San Diego State University Foundation Defined Contribution Retirement Plan grew at a solid clip - up 12.4% during 2024, from $262M to $295M. Reported net income was $33M.

How have San Diego State University Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), San Diego State University Foundation's sponsor-wide assets grew 32.2%, from $223M to $295M.

Where does San Diego State University Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

San Diego State University Foundation Defined Contribution Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to San Diego State University Foundation Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Upper Chesapeake Health 403(b) Savings Plan in MD ($296M, 2,925 participants).

Next read for San Diego State University Foundation De…

Filing takeaways

Ways to act on San Diego State University Foundation Defined Contribution Retirement Plan's numbers.

By total assets, San Diego State University Foundation Defined Contribution 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
San Diego State University Foundation's sponsor-wide assets have grown 32.2% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 956042721.