Other · DOL Form 5500 · 2024
San Diego State University Foundation Retirement Plan
Data updated 2026-08-25
- $295M
- Total assets Near avg plan size
- 3,273
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $90,113
- Avg per participant Below avg balance/head
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.
- #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.
- #3,383
- in Educational Services (3,638 peers)
- +12.4%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
San Diego State University Foundation Defined Contribution Retirement Plan's outsized position by total assets
San Diego State University Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$294,939,968 Top 4% higher than 96% 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
San Diego State University Foundation Defined Contribution 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. San Diego State University Foundation Defined Contribution Retirement Plan lands in the large band (3,273 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 956042721 · San Diego State University Foundation PY 2024 · Other
San Diego State University Foundation Defined Contribution Retirement Plan · $295M · 3,273 · 96th
- BOOK $295M
- BOOK 3,273
- BOOK 96th
- BOOK Other
- BOOK near Upper Chesapeake Health 403(b) Savings Plan
- BOOK ind #3383
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 →
San Diego State University Foundation Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All San Diego State University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 32.20910724331569% vs 2022
- 2024 filing year
| 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.
- 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
San Diego State University Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Upper Chesapeake Health 403(b) Savings Plan in MD ($296M); by covered participants it is Argonne National Laboratory 401(a) Retirement Plan in IL (3,262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($295M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,273 participants); asset peers above are excluded.
- Argonne National Laboratory 401(a) Retirement Plan (IL) 3,262 · 11 off
- Tulane University Faculty and Administrative 403(b) Retirement Plan (LA) 3,284 · 11 off
- University of Michigan Health - West 403(b) Retirement Savings Plan (MI) 3,285 · 12 off
- Butler University Retirement Plan (IN) 3,285 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.