Other · DOL Form 5500 · 2024
National University Retirement Plan
Data updated 2026-08-25
- $319M
- Total assets Above avg plan size
- 6,146
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $51,955
- Avg per participant Low balance/head
Official DOL plan name: National University Retirement Savings Plan · Sponsored by National University · California · Educational Services
$319M in assets, 6,146 participants
National University's National University Retirement Savings Plan reported $319M in total assets and 6,146 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.
- #3,401 in Educational Services (3,638 peers)
Coverage in California
National University Retirement Savings Plan covers 6,146 participants in California, 9.8x the typical California plan (state average ~630 per filing). Assets: $319M.
- #3,401
- in Educational Services (3,638 peers)
- +16.6%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
National University Retirement Savings Plan's outsized position by total assets
National University Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$319,318,026 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
National University Retirement Savings 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. National University Retirement Savings Plan lands in the large band (6,146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National University Retirement Savings Plan reported participants rose from 3,320 in the plan year 2023 filing to 6,146 in the plan year 2024 filing.
- National University Retirement Savings Plan end-of-year assets rose from $274M in the plan year 2023 filing to $319M in the plan year 2024 filing.
- National University Retirement Savings Plan reported net income fell from $52M in the plan year 2023 filing to $45M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237172306 · National University PY 2024 · Other
National University Retirement Savings Plan · $319M · 6,146 · 96th
- IND $319M
- EOY 6,146
- 5500 96th
- ASSETS Other
- PCT near Gbmc, Inc. Voluntary 403(b) Plan
- EIN ind #3401
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 →
National University Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $274M |
|---|---|
| Net Assets (End of Year) | $319M |
| Net Income | $45M |
| Employer EIN | 237172306 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National University)
Sponsor-wide plan assets over time
All National University plans reported in each filing year
- Latest sponsor-wide plan assets
- $319M 43.64477458695001% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,747 | $222M |
| 2023 | 1 | 3,320 | $274M |
| 2024 | 1 | 6,146 | $319M |
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 National University Retirement Savings Plan
National University Retirement Savings Plan reports $319M in end-of-year assets across 6,146 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $51,955 per participant (38% of the national average assets-per-participant) . Net income for plan year 2024 was $45M.
This plan identity (EIN 237172306, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $222M to $319M (+43.6%) while covered participants moved from 1,747 to 6,146 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 1,747 | $222M | Open filing |
| 2023 | 3,320 | $274M | Open filing |
| 2024 · index core | 6,146 | $319M | This page |
National University Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Gbmc, Inc. Voluntary 403(b) Plan in MD ($318M); by covered participants it is Yale University Matching Retirement Plan in CT (6,132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($319M here).
- Gbmc, Inc. Voluntary 403(b) Plan (MD) $318M · 4,568
- University of New Haven Retirement and 403(b) Savings Plan (CT) $318M · 879
- Frederick Health 403(b) Plan (MD) $321M · 3,396
- Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $323M · 639
Similar participant headcount
Nearest other-state filings by covered participants (6,146 participants); asset peers above are excluded.
- Yale University Matching Retirement Plan (CT) 6,132 · 14 off
- Merakey 403(b) Plan (PA) 6,121 · 25 off
- Valley Health System Employee Contributory 403(b) Plan (VA) 6,189 · 43 off
- Brown University Defined Contribution Deferred Vesting Retirement Plan (RI) 6,202 · 56 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.