Profit Sharing · DOL Form 5500 · 2024
Chapman University Profit Sharing Plan
Data updated 2026-08-25
- $269M
- Total assets Near avg plan size
- 1,685
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $159,723
- Avg per participant Above avg balance/head
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.
- #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.
- #3,368
- in Educational Services (3,638 peers)
- +13.6%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Chapman University Defined Contribution Retirement Plan's outsized position by total assets
Chapman University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$269,132,855 Top 5% higher than 95% 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 Defined Contribution 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 Defined Contribution 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 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.
Published 5500 schedule card
Filing strip 951643992 · Chapman University PY 2024 · Profit Sharing
Chapman University Defined Contribution Retirement Plan · $269M · 1,685 · 95th
- RANK $269M
- RANK 1,685
- RANK 95th
- RANK Profit Sharing
- RANK near The Hospital for Special Surgery Retirement Plan for Management and Medical Staff
- RANK ind #3368
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 Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $269M |
| Net Income | $32M |
| 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 Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Chapman University Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is The Hospital for Special Surgery Retirement Plan for Management and Medical Staff in NY ($267M); by covered participants it is Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan in WI (1,694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($269M here).
- The Hospital for Special Surgery Retirement Plan for Management and Medical Staff (NY) $267M · 592
- Painters and Allied Trades Dc82 Defined Contribution Pension Plan (MN) $272M · 3,008
- Retirement Wealth Builder Plan for Business Services Staff of Pwc (FL) $265M · 4,360
- Connecticut Laborers' Annuity Plan (CT) $274M · 3,043
Similar participant headcount
Nearest other-state filings by covered participants (1,685 participants); asset peers above are excluded.
- Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan (WI) 1,694 · 9 off
- Snf Holding Company Retirement Savings Plan (GA) 1,669 · 16 off
- Stagehands Local Two Annuity Plan (IL) 1,669 · 16 off
- The Contractors Retirement Plan (TX) 1,668 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.