Other · DOL Form 5500 · 2024
Chapman University Retirement Plan
Data updated 2026-08-11
- $304M
- Total assets
- 1,685
- Participants
- 96th
- Percentile by assets
- $180,329
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $304M
- total plan assets (2024 EOY)
- 1,685
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $180,329
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Chapman University Tax Deferred Annuity (Tda) Retirement Plan reports 1,685 participants - 2.7x that state average ($304M EOY assets).
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)
| 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.
Chapman University Tax Deferred Annuity (Tda) 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 Chapman University Tax Deferred Annuity (Tda) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Chapman University Tax Deferred Annuity (Tda) Retirement Plan assets move in 2024? ▼
How have Chapman University plan assets changed over time? ▼
Where does Chapman University Tax Deferred Annuity (Tda) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Chapman University Tax Deferred Annuity (Tda) Retirement Plan? ▼
Next read for Chapman University Tax Deferred Annuity …
Filing takeaways
Ways to act on Chapman University Tax Deferred Annuity (Tda) Retirement Plan's numbers.
- By total assets, Chapman University Tax Deferred Annuity (Tda) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Chapman University's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Educational Services plans