Other · DOL Form 5500 · 2024

Point Loma Nazarene University Retirement Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
610
Participants Below avg headcount
94th
Percentile by assets National rank
$279,770
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Point Loma Nazarene University Retirement Plan · Sponsored by Point Loma Nazarene University · California · Educational Services

$171M in assets, 610 participants

Point Loma Nazarene University's Point Loma Nazarene University Retirement Plan reported $171M in total assets and 610 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,238 in Educational Services (3,638 peers)

Where Point Loma Nazarene University Retirement Plan sits by assets

Point Loma Nazarene University Retirement Plan sits in the top 10% of all filed plans by assets, $171M for 610 participants (~$279,770/participant), up 11.5% in 2024.

#3,238
in Educational Services (3,638 peers)
+11.5%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Point Loma Nazarene University Retirement Plan's outsized position by total assets

Point Loma Nazarene University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$170,659,904 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Point Loma Nazarene University Retirement 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. Point Loma Nazarene University Retirement Plan sits mid-pack in the medium band (610 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Point Loma Nazarene University Retirement Plan reported participants fell from 1,397 in the plan year 2023 filing to 610 in the plan year 2024 filing.
  • Point Loma Nazarene University Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Point Loma Nazarene University Retirement Plan end-of-year assets rose from $153M in the plan year 2023 filing to $171M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951644035 · Point Loma Nazarene University PY 2024 · Other

Point Loma Nazarene University Retirement Plan · $171M · 610 · 94th

  • BOY $171M
  • BOY 610
  • BOY 94th
  • BOY Other
  • BOY near Arcadia University Defined Contribution Retirement Plan
  • BOY ind #3238

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 →

Point Loma Nazarene University Retirement Plan in the asset neighbourhood

University of Indianapolis Defined Contribution Retirement PlanUniversity of Indianapolis D…$172MLaw School Admission Council Defined Contribution Retirement PlanLaw School Admission Council…$172MNew Liberty Hospital Corporation Retirement Income PlanNew Liberty Hospital Corpora…$171MArcadia University Defined Contribution Retirement PlanArcadia University Defined C…$171MPoint Loma Nazarene University Retirement PlanPoint Loma Nazarene Universi…$171M
End-of-year total assets ($M) among Point Loma Nazarene University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$153M
Net Assets (End of Year)$171M
Net Income$18M
Employer EIN951644035
Plan Effective Date1962-03-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Point Loma Nazarene University)

Sponsor-wide plan assets over time

All Point Loma Nazarene University plans reported in each filing year

Latest sponsor-wide plan assets
$171M 30.411016385489376% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $131M $171M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 1,339 $131M
2023 1 1,397 $153M
2024 1 610 $171M

Nearby Other Plans in California

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

Point Loma Nazarene University Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Point Loma Nazarene University Retirement Plan, Total assets ($B): 0.170659904 · Participants: 610Point Loma Nazarene University Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Point Loma Nazarene University Retirement Plan vs. nearby Other plans in California, assets vs. participants

Point Loma Nazarene University Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Arcadia University Defined Contribution Retirement Plan in PA ($171M); by covered participants it is Public Health Solutions 403(b) Plan in NY (610 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Point Loma Nazarene University Retirement Plan assets move in 2024?
Point Loma Nazarene University Retirement Plan grew at a solid clip - up 11.5% during 2024, from $153M to $171M. Reported net income was $18M.
How have Point Loma Nazarene University plan assets changed over time?
Across 3 plan years on file (2022-2024), Point Loma Nazarene University's sponsor-wide assets grew 30.4%, from $131M to $171M.
Where does Point Loma Nazarene University Retirement Plan rank by assets among Form 5500 filers?
Point Loma Nazarene University Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Point Loma Nazarene University Retirement Plan?
Among Other plans in other states, the closest by assets is Arcadia University Defined Contribution Retirement Plan in PA ($171M, 779 participants).
Which Other plans cover a similar participant headcount to Point Loma Nazarene University Retirement Plan?
Among Other plans in other states, the closest by covered participants is Public Health Solutions 403(b) Plan in NY (610 participants, $64M in assets).