Other · DOL Form 5500 · 2024
Occidental College Retirement Plan
Data updated 2026-08-25
- $321M
- Total assets Above avg plan size
- 740
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $433,489
- Avg per participant High balance/head
Official DOL plan name: Occidental College 403(b) Retirement Plan · Sponsored by Occidental College · California · Educational Services
$321M in assets, 740 participants
Occidental College's Occidental College 403(b) Retirement Plan reported $321M in total assets and 740 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.
- #3,402 in Educational Services (3,638 peers)
Where Occidental College 403(b) Retirement Plan sits by assets
Occidental College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $321M for 740 participants (~$433,489/participant), up 10.1% in 2024.
- #3,402
- in Educational Services (3,638 peers)
- +10.1%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Occidental College 403(b) Retirement Plan's outsized position by total assets
Occidental College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$320,781,799 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
Occidental College 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Occidental College 403(b) Retirement Plan sits mid-pack in the medium band (740 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Occidental College 403(b) Retirement Plan reported participants fell from 1,093 in the plan year 2023 filing to 740 in the plan year 2024 filing.
- Occidental College 403(b) Retirement Plan reported net income fell from $36M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Occidental College 403(b) Retirement Plan end-of-year assets rose from $291M in the plan year 2023 filing to $321M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 951667177 · Occidental College PY 2024 · Other
Occidental College 403(b) Retirement Plan · $321M · 740 · 96th
- BOOK $321M
- VS-ST 740
- BOY 96th
- SCH Other
- EBSA near Frederick Health 403(b) Plan
- PART ind #3402
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 →
Occidental College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $291M |
|---|---|
| Net Assets (End of Year) | $321M |
| Net Income | $29M |
| Employer EIN | 951667177 |
| Plan Effective Date | 1938-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Occidental College)
Sponsor-wide plan assets over time
All Occidental College plans reported in each filing year
- Latest sponsor-wide plan assets
- $321M 25.50980648732833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 709 | $256M |
| 2023 | 1 | 1,093 | $291M |
| 2024 | 1 | 740 | $321M |
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
Occidental College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Frederick Health 403(b) Plan in MD ($321M); by covered participants it is Greater Lawrence Family Health Center 403(b) Plan in MA (739 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($321M here).
- Frederick Health 403(b) Plan (MD) $321M · 3,396
- Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $323M · 639
- Gbmc, Inc. Voluntary 403(b) Plan (MD) $318M · 4,568
- Bon Secours Charity Health System Tax Sheltered Annuity Plan (NY) $324M · 4,070
Similar participant headcount
Nearest other-state filings by covered participants (740 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.