Money Purchase · DOL Form 5500 · 2024
Lundquist Institute for Biomedical Innovation Money Purchase Plan
Data updated 2026-08-06
- $149M
- Total assets
- 431
- Participants
- 93rd
- Percentile by assets
- $346,328
- Avg per participant
Official DOL plan name: Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan · Sponsored by Lundquist Institute for Biomedical Innovation · California · Professional & Technical Services
$149M in assets, 431 participants
Lundquist Institute for Biomedical Innovation's Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan reported $149M in total assets and 431 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 116,472 plans)
- #18,407 in Professional & Technical Services (19,542 peers)
Where Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan sits by assets
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan sits in the top 10% of all filed plans by assets, $149M for 431 participants (~$346,328/participant), up 9.9% in 2024.
- $149M
- total plan assets (2024 EOY)
- 431
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $346,328
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan reported net income fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan end-of-year assets rose from $136M in the plan year 2023 filing to $149M in the plan year 2024 filing.
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan reported participants rose from 420 in the plan year 2023 filing to 431 in the plan year 2024 filing.
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan vs the 2024 asset distribution
By assets, Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $13M |
| Employer EIN | 952138184 |
| Plan Effective Date | 1967-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lundquist Institute for Biomedical Innovation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 524 | $165M |
| 2023 | 2 | 532 | $186M |
| 2024 | 2 | 550 | $200M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
- Scripps Health Retirement Savings Plan $1.3B · 16,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan by total assets, not by location.
- Mid-Atlantic States District Council Participating Locals Annuity Fund (VA) $149M · 6,604
- U a Local 322 Annuity Fund (NJ) $149M · 2,178
- Mcphs University Pension Plan (MA) $150M · 683
- Dentons Cohen & Grigsby P.C. Pension Plan (PA) $151M · 192
Frequently Asked Questions
How did Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan assets move in 2024? ▼
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Where does Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan's numbers.
- By total assets, Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Lundquist Institute for Biomedical Innovation's sponsor-wide assets have grown 21.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans