Other · DOL Form 5500 · 2024
Milken Institute Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 240
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $133,472
- Avg per participant Near avg balance/head
Official DOL plan name: Milken Institute 403(b) Plan · Sponsored by Milken Institute · California · Other Services
$32M in assets, 240 participants
Milken Institute's Milken Institute 403(b) Plan reported $32M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,890 in Other Services (7,719 peers)
Coverage in California
Milken Institute 403(b) Plan covers 240 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $32M.
- #6,890
- in Other Services (7,719 peers)
- +20.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Milken Institute 403(b) Plan's outsized position by total assets
Milken Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,033,264 Top 22% higher than 78% 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
Milken Institute 403(b) 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. Milken Institute 403(b) Plan sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milken Institute 403(b) Plan reported participants rose from 184 in the plan year 2023 filing to 240 in the plan year 2024 filing.
- Milken Institute 403(b) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Milken Institute 403(b) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954240775 · Milken Institute PY 2024 · Other
Milken Institute 403(b) Plan · $32M · 240 · 78th
- VS-ST $32M
- VS-ST 240
- VS-ST 78th
- VS-ST Other
- VS-ST near Sidney Health Center Pension Plan
- VS-ST ind #6890
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 Other Services retirement plans → · Plans in California →
Milken Institute 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 954240775 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milken Institute)
Sponsor-wide plan assets over time
All Milken Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 169.43662790243783% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $20M |
| 2023 | 1 | 184 | $27M |
| 2024 | 2 | 445 | $55M |
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
Milken Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Sidney Health Center Pension Plan in MT ($32M); by covered participants it is Emergycare 403(b) Plan in PA (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (240 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.