Other · DOL Form 5500 · 2024

Azusa Pacific University Retirement Plan

Data updated 2026-08-25

$314M
Total assets Above avg plan size
2,229
Participants Above avg headcount
96th
Percentile by assets National rank
$140,820
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Azusa Pacific University Defined Contribution Plan · Sponsored by Azusa Pacific University · California · Educational Services

$314M in assets, 2,229 participants

Azusa Pacific University's Azusa Pacific University Defined Contribution Plan reported $314M in total assets and 2,229 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.

  • #3,398 in Educational Services (3,638 peers)

Coverage in California

Azusa Pacific University Defined Contribution Plan covers 2,229 participants in California, 3.5x the typical California plan (state average ~630 per filing). Assets: $314M.

#3,398
in Educational Services (3,638 peers)
+6.7%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Azusa Pacific University Defined Contribution Plan's outsized position by total assets

Azusa Pacific University Defined Contribution Plan vs every filed plan by assets

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

$313,888,686 Top 4% higher than 96% 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

Azusa Pacific University Defined Contribution 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. Azusa Pacific University Defined Contribution Plan lands in the large band (2,229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Azusa Pacific University Defined Contribution Plan reported net income fell from $26M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Azusa Pacific University Defined Contribution Plan end-of-year assets rose from $294M in the plan year 2023 filing to $314M in the plan year 2024 filing.
  • Azusa Pacific University Defined Contribution Plan reported participants fell from 2,329 in the plan year 2023 filing to 2,229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951744369 · Azusa Pacific University PY 2024 · Other

Azusa Pacific University Defined Contribution Plan · $314M · 2,229 · 96th

  • PCT $314M
  • PCT 2,229
  • PCT 96th
  • PCT Other
  • PCT near Tulane University Staff 403(b) Retirement Plan
  • PCT ind #3398

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 →

Azusa Pacific University Defined Contribution Plan in the asset neighbourhood

Azusa Pacific University Defined Contribution PlanAzusa Pacific University Def…$314MTulane University Staff 403(b) Retirement PlanTulane University Staff 403(…$313MOperating Engineers Local 428 Annuity Trust FundOperating Engineers Local 42…$313MMiddlebury College Voluntary Retirement PlanMiddlebury College Voluntary…$312MDenison University Retirement PlanDenison University Retiremen…$310M
End-of-year total assets ($M) among Azusa Pacific University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$294M
Net Assets (End of Year)$314M
Net Income$20M
Employer EIN951744369
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Azusa Pacific University)

Sponsor-wide plan assets over time

All Azusa Pacific University plans reported in each filing year

Latest sponsor-wide plan assets
$314M 17.086750387494085% vs 2022
2024 filing year
$260M$280M$300M$320M 202220232024 $268M $314M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 2,454 $268M
2023 1 2,329 $294M
2024 1 2,229 $314M

Nearby Other Plans in California

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

Azusa Pacific University Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Azusa Pacific University Defined Contribution Plan, Total assets ($B): 0.313888686 · Participants: 2229Azusa Pacific University Defined Contribution 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
Azusa Pacific University Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
Compare Azusa Pacific University Defined Contribution Plan side-by-side with 3 peers →

Azusa Pacific University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Tulane University Staff 403(b) Retirement Plan in LA ($313M); by covered participants it is St. Clair Hospital Savings Plan in PA (2,232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($314M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,229 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.

Frequently Asked Questions

How did Azusa Pacific University Defined Contribution Plan assets move in 2024? ▼
Azusa Pacific University Defined Contribution Plan grew at a solid clip - up 6.7% during 2024, from $294M to $314M. Reported net income was $20M.
How have Azusa Pacific University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Azusa Pacific University's sponsor-wide assets grew 17.1%, from $268M to $314M.
Where does Azusa Pacific University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Azusa Pacific University Defined Contribution 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 Azusa Pacific University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Tulane University Staff 403(b) Retirement Plan in LA ($313M, 3,135 participants).
Which Other plans cover a similar participant headcount to Azusa Pacific University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Clair Hospital Savings Plan in PA (2,232 participants, $210M in assets).

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 951744369.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.