Other · DOL Form 5500 · 2024
National University Retirement Plan
Data updated 2026-08-11
- $319M
- Total assets
- 6,146
- Participants
- 96th
- Percentile by assets
- $51,955
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $319M
- total plan assets (2024 EOY)
- 6,146
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $51,955
- avg assets per participant
Where National University Retirement Savings Plan sits 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
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. National University Retirement Savings Plan reports 6,146 participants - 9.8x that state average ($319M EOY assets).
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)
| 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 |
Similar-Sized Other Plans Nationally
Other plans in other states closest to National University Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did National University Retirement Savings Plan assets move in 2024? ▼
How have National University plan assets changed over time? ▼
Where does National University Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to National University Retirement Savings Plan? ▼
Next read for National University Retirement Savings P…
Filing takeaways
Ways to act on National University Retirement Savings Plan's numbers.
- By total assets, National University Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- National University's sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Educational Services plans