Other · DOL Form 5500 · 2024
Claremont Graduate University Retirement Plan
Data updated 2026-08-25
- $179M
- Total assets Near avg plan size
- 513
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $349,316
- Avg per participant High balance/head
Official DOL plan name: Claremont Graduate University Academic Retirement Plan · Sponsored by Claremont Graduate University · California · Educational Services
$179M in assets, 513 participants
Claremont Graduate University's Claremont Graduate University Academic Retirement Plan reported $179M in total assets and 513 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,255 in Educational Services (3,638 peers)
Where Claremont Graduate University Academic Retirement Plan sits by assets
Claremont Graduate University Academic Retirement Plan sits in the top 10% of all filed plans by assets, $179M for 513 participants (~$349,316/participant), up 5.0% in 2024.
- #3,255
- in Educational Services (3,638 peers)
- +5.0%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Claremont Graduate University Academic Retirement Plan's outsized position by total assets
Claremont Graduate University Academic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$179,199,339 Top 6% higher than 94% 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
Claremont Graduate University Academic Retirement 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. Claremont Graduate University Academic Retirement Plan sits mid-pack in the medium band (513 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Claremont Graduate University Academic Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Claremont Graduate University Academic Retirement Plan end-of-year assets rose from $171M in the plan year 2023 filing to $179M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 951664100 · Claremont Graduate University PY 2024 · Other
Claremont Graduate University Academic Retirement Plan · $179M · 513 · 94th
- 5500 $179M
- 5500 513
- 5500 94th
- 5500 Other
- 5500 near Good Shepherd Retirement Plan
- 5500 ind #3255
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 →
Claremont Graduate University Academic Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $179M |
| Net Income | $9M |
| Employer EIN | 951664100 |
| Plan Effective Date | 1925-01-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claremont Graduate University)
Sponsor-wide plan assets over time
All Claremont Graduate University plans reported in each filing year
- Latest sponsor-wide plan assets
- $179M 14.73724845886402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 514 | $156M |
| 2023 | 1 | 515 | $171M |
| 2024 | 1 | 513 | $179M |
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
Claremont Graduate University Academic Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Good Shepherd Retirement Plan in PA ($179M); by covered participants it is Wellspring Senior Support Services 403(b) Retirement Plan in MI (513 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($179M here).
- Good Shepherd Retirement Plan (PA) $179M · 2,121
- Children's University Medical Group Tax Deferred Annuity Plan (WA) $179M · 849
- Local Union 317 Electrical Pension Plan (WV) $179M · 763
- The Museum of Modern Art 403(b) Retirement Plan (NY) $179M · 831
Similar participant headcount
Nearest other-state filings by covered participants (513 participants); asset peers above are excluded.
- Wellspring Senior Support Services 403(b) Retirement Plan (MI) 513 · 0 off
- Hartwick College 403(b) Retirement Plan (NY) 514 · 1 off
- The Metropolitan Museum of Art 403(b) Plan for Local 1503 of District Council 37, Afscme, AFL-CIO and Local 306-I.a.T.S.E. (NY) 514 · 1 off
- Iolani School Defined Contribution Retirement Plan (HI) 514 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.