Other · DOL Form 5500 · 2024
Lundquist Institute for Biomedical Innovation Retirement Plan
Data updated 2026-08-11
- $51M
- Total assets
- 119
- Participants
- 84th
- Percentile by assets
- $429,984
- Avg per participant
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.
- 84th percentile by assets (of 123,622 plans)
- #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.
- $51M
- total plan assets (2024 EOY)
- 119
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $429,984
- 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 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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan reports 119 participants - about 19% of that state average ($51M EOY assets).
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)
| 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.
Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan assets move in 2024? ▼
How have Lundquist Institute for Biomedical Innovation plan assets changed over time? ▼
Where does Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan? ▼
Next read for Lundquist Institute for Biomedical Innov…
Filing takeaways
Ways to act on Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan's numbers.
- By total assets, Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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