Money Purchase · DOL Form 5500 · 2024

Lundquist Institute for Biomedical Innovation Money Purchase Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
431
Participants Below avg headcount
93rd
Percentile by assets National rank
$346,328
Avg per participant High balance/head
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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.

  • #18,980 in Professional & Technical Services (20,173 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.

#18,980
in Professional & Technical Services (20,173 peers)
+9.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan's outsized position by total assets

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$149,267,324 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution 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. Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan sits mid-pack in the medium band (431 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952138184 · Lundquist Institute for Biomedical Innovation PY 2024 · Money Purchase

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan · $149M · 431 · 93rd

  • IND $149M
  • EOY 431
  • 5500 93rd
  • ASSETS Money Purchase
  • PCT near Mid-Atlantic States District Council Participating Locals Annuity Fund
  • EIN ind #18980

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 Professional & Technical Services retirement plans → · Plans in California →

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan in the asset neighbourhood

Dentons Cohen & Grigsby P.C. Pension PlanDentons Cohen & Grigsby P.C.…$151MMcphs University Pension Plan$150MLundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution PlanLundquist Institute for Biom…$149MMid-Atlantic States District Council Participating Locals Annuity FundMid-Atlantic States District…$149MU a Local 322 Annuity Fund$149M
End-of-year total assets ($M) among Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$149M
Net Income$13M
Employer EIN952138184
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lundquist Institute for Biomedical Innovation)

Sponsor-wide plan assets over time

All Lundquist Institute for Biomedical Innovation plans reported in each filing year

Latest sponsor-wide plan assets
$200M 21.828599016633042% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $165M $200M ▲ +21.8%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan, Total assets ($B): 0.149267324 · Participants: 431Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan side-by-side with 3 peers →

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Mid-Atlantic States District Council Participating Locals Annuity Fund in VA ($149M); by covered participants it is The Pga of America Employees Retirement Plan (a Money Purchase Plan) in TX (434 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($149M here).

Similar participant headcount

Nearest other-state filings by covered participants (431 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan assets move in 2024? ▼
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan grew at a solid clip - up 9.9% during 2024, from $136M to $149M. Reported net income was $13M.
How have Lundquist Institute for Biomedical Innovation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lundquist Institute for Biomedical Innovation's sponsor-wide assets grew 21.8%, from $165M to $200M.
Where does Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mid-Atlantic States District Council Participating Locals Annuity Fund in VA ($149M, 6,604 participants).
Which Money Purchase plans cover a similar participant headcount to Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Pga of America Employees Retirement Plan (a Money Purchase Plan) in TX (434 participants, $29M in assets).

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 952138184.

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.