Other · DOL Form 5500 · 2024
Lundquist Institute for Biomedical Innovation Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 119
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $429,984
- Avg per participant High balance/head
Official DOL plan name: Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan · Sponsored by Lundquist Institute for Biomedical Innovation · California · Professional & Technical Services
$51M in assets, 119 participants
Lundquist Institute for Biomedical Innovation's Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan reported $51M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #17,191 in Professional & Technical Services (20,173 peers)
Coverage in California
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $51M.
- #17,191
- in Professional & Technical Services (20,173 peers)
- +1.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan's outsized position by total assets
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,168,145 Top 16% higher than 84% 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
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty 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. Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $939K in the plan year 2024 filing.
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan reported participants rose from 112 in the plan year 2023 filing to 119 in the plan year 2024 filing.
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan end-of-year assets rose from $50M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952138184 · Lundquist Institute for Biomedical Innovation PY 2024 · Other
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan · $51M · 119 · 84th
- 5500 $51M
- ASSETS 119
- PCT 84th
- EIN Other
- RANK near The 403(b) Thrift Plan for the Advertising Council, Inc.
- PHOTO ind #17191
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 403(b) Part-Time Faculty Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $939K |
| Employer EIN | 952138184 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 524 | $165M |
| 2023 | 2 | 532 | $186M |
| 2024 | 2 | 550 | $200M |
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
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The 403(b) Thrift Plan for the Advertising Council, Inc. in NY ($51M); by covered participants it is Lower East Side Tenement Museum 403b DC Plan #334 in NY (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 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.