Profit Sharing · DOL Form 5500 · 2024

Chapman University Profit Sharing Plan

Data updated 2026-08-11

$269M
Total assets
1,685
Participants
95th
Percentile by assets
$159,723
Avg per participant
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Official DOL plan name: Chapman University Defined Contribution Retirement Plan · Sponsored by Chapman University · California · Educational Services

$269M in assets, 1,685 participants

Chapman University's Chapman University Defined Contribution Retirement Plan reported $269M in total assets and 1,685 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 123,622 plans)
  • #3,368 in Educational Services (3,638 peers)

Coverage in California

Chapman University Defined Contribution Retirement Plan covers 1,685 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $269M.

$269M
total plan assets (2024 EOY)
1,685
covered participants
95th
percentile by assets (of 123,622 plans)
$159,723
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chapman University Defined Contribution Retirement Plan end-of-year assets rose from $237M in the plan year 2023 filing to $269M in the plan year 2024 filing.
  • Chapman University Defined Contribution Retirement Plan reported net income fell from $37M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Chapman University Defined Contribution Retirement Plan reported participants fell from 1,787 in the plan year 2023 filing to 1,685 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Chapman University Defined Contribution Retirement Plan reports 1,685 participants - 2.7x that state average ($269M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$237M
Net Assets (End of Year)$269M
Net Income$32M
Employer EIN951643992
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chapman University)

$400M$450M$500M$550M$600M 202220232024 $431M $573M ▲ +32.8%
Total plan assets by year, all Chapman University plans on file
Year Plans Participants Total Assets
2022 2 3,302 $431M
2023 2 3,335 $506M
2024 2 3,370 $573M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Chapman University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Chapman University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Chapman University D…Scpmg Keogh PlanIntel Retirement Con…Motion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Chapman University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Chapman University Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Chapman University Defined Contribution Retirement Plan assets move in 2024?
Chapman University Defined Contribution Retirement Plan grew at a solid clip - up 13.6% during 2024, from $237M to $269M. Reported net income was $32M.
How have Chapman University plan assets changed over time?
Across 3 plan years on file (2022-2024), Chapman University's sponsor-wide assets grew 32.8%, from $431M to $573M.
Where does Chapman University Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Chapman University Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Chapman University Defined Contribution Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is The Hospital for Special Surgery Retirement Plan for Management and Medical Staff in NY ($267M, 592 participants).

Next read for Chapman University Defined Contribution …

Filing takeaways

Ways to act on Chapman University Defined Contribution Retirement Plan's numbers.