Other · DOL Form 5500 · 2024
Loyola Marymount University Retirement Plan
Data updated 2026-08-25
- $538M
- Total assets Above avg plan size
- 3,095
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $173,833
- Avg per participant Above avg balance/head
Official DOL plan name: Loyola Marymount University Defined Contribution Retirement Plan · Sponsored by Loyola Marymount University · California · Educational Services
$538M in assets, 3,095 participants
Loyola Marymount University's Loyola Marymount University Defined Contribution Retirement Plan reported $538M in total assets and 3,095 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,495 in Educational Services (3,638 peers)
Coverage in California
Loyola Marymount University Defined Contribution Retirement Plan covers 3,095 participants in California, 4.9x the typical California plan (state average ~630 per filing). Assets: $538M.
- #3,495
- in Educational Services (3,638 peers)
- +14.1%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Loyola Marymount University Defined Contribution Retirement Plan's outsized position by total assets
Loyola Marymount University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$538,012,686 Top 3% higher than 97% 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
Loyola Marymount University Defined Contribution 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. Loyola Marymount University Defined Contribution Retirement Plan lands in the large band (3,095 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Loyola Marymount University Defined Contribution Retirement Plan end-of-year assets rose from $472M in the plan year 2023 filing to $538M in the plan year 2024 filing.
- Loyola Marymount University Defined Contribution Retirement Plan reported participants rose from 2,985 in the plan year 2023 filing to 3,095 in the plan year 2024 filing.
- Loyola Marymount University Defined Contribution Retirement Plan reported net income fell from $67M in the plan year 2023 filing to $66M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951643334 · Loyola Marymount University PY 2024 · Other
Loyola Marymount University Defined Contribution Retirement Plan · $538M · 3,095 · 97th
- BOOK $538M
- BOOK 3,095
- BOOK 97th
- BOOK Other
- BOOK near Lhc Group 401(k) Plan
- BOOK ind #3495
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 →
Loyola Marymount University Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $472M |
|---|---|
| Net Assets (End of Year) | $538M |
| Net Income | $66M |
| Employer EIN | 951643334 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loyola Marymount University)
Sponsor-wide plan assets over time
All Loyola Marymount University plans reported in each filing year
- Latest sponsor-wide plan assets
- $538M 32.993083578442295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,847 | $405M |
| 2023 | 1 | 2,985 | $472M |
| 2024 | 1 | 3,095 | $538M |
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
Loyola Marymount University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lhc Group 401(k) Plan in LA ($541M); by covered participants it is St. John's University Defined Contribution Retirement Plan in NY (3,087 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($538M here).
- Lhc Group 401(k) Plan (LA) $541M · 30,378
- Valley Health System Employee Contributory 403(b) Plan (VA) $542M · 6,189
- Noblis, Inc. Tax Sheltered Annuity Plan (VA) $533M · 2,475
- Penn State Health Tax Sheltered Annuity Program (PA) $532M · 18,777
Similar participant headcount
Nearest other-state filings by covered participants (3,095 participants); asset peers above are excluded.
- St. John's University Defined Contribution Retirement Plan (NY) 3,087 · 8 off
- Retirement Plus of Memorial Health System Hospitals (OH) 3,085 · 10 off
- Southwest Research Institute Retirement Plan (TX) 3,107 · 12 off
- Staffco of Brooklyn, LLC 403(b) Plan (NY) 3,107 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.