Other · DOL Form 5500 · 2024

Loyola Marymount University Retirement Plan

Data updated 2026-07-24

$538M
Total assets: 3,095
Participants: 97th
Percentile by assets: $173,833
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

Coverage in California

Loyola Marymount University Defined Contribution Retirement Plan covers 3,095 participants in California, 4.9x the typical California plan (state average ~637 per filing). Assets: $538M.

$538M
total plan assets (2024 EOY): 3,095
covered participants: 97th
percentile by assets (of 116,472 plans): $173,833
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Educational Services

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Loyola Marymount University Defined Contribution Retirement Plan reports 3,095 participants - 4.9x that state average ($538M EOY assets).

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)

Total plan assets by year, all Loyola Marymount University plans on file

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.

Loyola Marymount University Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Compare Loyola Marymount University Defined Cont… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Loyola Marymount University Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Loyola Marymount University Defined Contribution Retirement Plan assets move in 2024? ▼

Loyola Marymount University Defined Contribution Retirement Plan grew at a solid clip - up 14.1% during 2024, from $472M to $538M. Reported net income was $66M.

How have Loyola Marymount University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Loyola Marymount University's sponsor-wide assets grew 33.0%, from $405M to $538M.

Where does Loyola Marymount University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Loyola Marymount University Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 116,472 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 Loyola Marymount University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Lhc Group 401(k) Plan in LA ($541M, 30,378 participants).

Next read for Loyola Marymount University Defined Cont…

Filing takeaways

Ways to act on Loyola Marymount University Defined Contribution Retirement Plan's numbers.

By total assets, Loyola Marymount University Defined Contribution Retirement 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
Loyola Marymount University's sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Educational Services plans

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 951643334.

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.