Other · DOL Form 5500 · 2024
California Institute of Technology Retirement Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 8,554
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $273,067
- Avg per participant High balance/head
Official DOL plan name: Caltech Voluntary Retirement Plan · Sponsored by California Institute of Technology · California · Educational Services
$2.3B in assets, 8,554 participants
California Institute of Technology's Caltech Voluntary Retirement Plan reported $2.3B in total assets and 8,554 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,603 in Educational Services (3,638 peers)
Coverage in California
Caltech Voluntary Retirement Plan covers 8,554 participants in California, 14x the typical California plan (state average ~630 per filing). Assets: $2.3B.
- #3,603
- in Educational Services (3,638 peers)
- +14.9%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Caltech Voluntary Retirement Plan's outsized position by total assets
Caltech Voluntary Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,335,811,190 Top 1% higher than 99% 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
Caltech Voluntary 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. Caltech Voluntary Retirement Plan lands in the large band (8,554 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caltech Voluntary Retirement Plan reported net income fell from $366M in the plan year 2023 filing to $296M in the plan year 2024 filing.
- Caltech Voluntary Retirement Plan end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
- Caltech Voluntary Retirement Plan reported participants rose from 8,281 in the plan year 2023 filing to 8,554 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951643307 · California Institute of Technology PY 2024 · Other
Caltech Voluntary Retirement Plan · $2.3B · 8,554 · 99th
- PCT $2.3B
- EIN 8,554
- RANK 99th
- PHOTO Other
- IND near Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan
- EOY ind #3603
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 →
Caltech Voluntary Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $296M |
| Employer EIN | 951643307 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Institute of Technology)
Sponsor-wide plan assets over time
All California Institute of Technology plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.6B 29.22886903959861% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18,012 | $5.9B |
| 2023 | 2 | 18,963 | $6.8B |
| 2024 | 2 | 19,524 | $7.6B |
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
Scale composition for Caltech Voluntary Retirement Plan
Caltech Voluntary Retirement Plan reports $2.3B in end-of-year assets across 8,554 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $273,067 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2024 was $296M.
This plan identity (EIN 951643307, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.3B (+40.1%) while covered participants moved from 8,185 to 8,554 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,185 | $1.7B | Open filing |
| 2023 | 8,281 | $2.0B | Open filing |
| 2024 · index core | 8,554 | $2.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Caltech Base Retirement Plan (Other, $5.2B, 10,970 participants)
Caltech Voluntary Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan in CT ($2.3B); by covered participants it is The University of Chicago Supplemental Retirement Plan in IL (8,635 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) $2.3B · 22,447
- Norton Healthcare 403(b) Retirement Savings Plan (KY) $2.3B · 21,863
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) $2.3B · 26,892
- Cornell University Tax-Deferred Annuity Plan (NY) $2.4B · 12,764
Similar participant headcount
Nearest other-state filings by covered participants (8,554 participants); asset peers above are excluded.
- The University of Chicago Supplemental Retirement Plan (IL) 8,635 · 81 off
- The University of Chicago Medical Center Retirement Income Plan for Employees (IL) 8,469 · 85 off
- The Cooper Health System 403(b) Plan (NJ) 8,416 · 138 off
- Accra Care 403(b) Plan (MN) 8,399 · 155 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.