Other · DOL Form 5500 · 2024
Chapman University Retirement Plan
Data updated 2026-08-25
- $304M
- Total assets Above avg plan size
- 1,685
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $180,329
- Avg per participant Above avg balance/head
Official DOL plan name: Chapman University Tax Deferred Annuity (Tda) Retirement Plan · Sponsored by Chapman University · California · Educational Services
$304M in assets, 1,685 participants
Chapman University's Chapman University Tax Deferred Annuity (Tda) Retirement Plan reported $304M in total assets and 1,685 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,390 in Educational Services (3,638 peers)
Coverage in California
Chapman University Tax Deferred Annuity (Tda) Retirement Plan covers 1,685 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $304M.
- #3,390
- in Educational Services (3,638 peers)
- +12.9%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Chapman University Tax Deferred Annuity (Tda) Retirement Plan's outsized position by total assets
Chapman University Tax Deferred Annuity (Tda) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$303,853,780 Top 4% higher than 96% 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
Chapman University Tax Deferred Annuity (Tda) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chapman University Tax Deferred Annuity (Tda) Retirement Plan lands in the large band (1,685 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan end-of-year assets rose from $269M in the plan year 2023 filing to $304M in the plan year 2024 filing.
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan reported participants rose from 1,548 in the plan year 2023 filing to 1,685 in the plan year 2024 filing.
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan reported net income fell from $38M in the plan year 2023 filing to $35M in the plan year 2024 filing.
DOL schedule card
Filing strip 951643992 · Chapman University PY 2024 · Other
Chapman University Tax Deferred Annuity (Tda) Retirement Plan · $304M · 1,685 · 96th
- BOOK $304M
- BOOK 1,685
- BOOK 96th
- BOOK Other
- BOOK near Berklee College of Music, Inc. 403(b) Retirement Savings Plan
- BOOK ind #3390
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 →
Chapman University Tax Deferred Annuity (Tda) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $269M |
|---|---|
| Net Assets (End of Year) | $304M |
| Net Income | $35M |
| Employer EIN | 951643992 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chapman University)
Sponsor-wide plan assets over time
All Chapman University plans reported in each filing year
- Latest sponsor-wide plan assets
- $573M 32.836748542633856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,302 | $431M |
| 2023 | 2 | 3,335 | $506M |
| 2024 | 2 | 3,370 | $573M |
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
Chapman University Tax Deferred Annuity (Tda) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Berklee College of Music, Inc. 403(b) Retirement Savings Plan in MA ($303M); by covered participants it is Lightwave Dental Retirement Plan in VA (1,685 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($304M here).
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan (MA) $303M · 942
- Connecticut College Defined Contribution and Tda Retirement Plan (CT) $302M · 660
- Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan (MA) $305M · 751
- Mount Sinai Matching Contribution Plan (FL) $302M · 4,584
Similar participant headcount
Nearest other-state filings by covered participants (1,685 participants); asset peers above are excluded.
- Lightwave Dental Retirement Plan (VA) 1,685 · 0 off
- Wayne Unc 403(b) Plan (NC) 1,687 · 2 off
- Vision 401(k) Plan (TX) 1,682 · 3 off
- The University of Tampa Defined Contribution Retirement Plan (FL) 1,693 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.