Other · DOL Form 5500 · 2024
California Lutheran University Retirement Plan
Data updated 2026-08-25
- $161M
- Total assets Near avg plan size
- 645
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $249,521
- Avg per participant Above avg balance/head
Official DOL plan name: California Lutheran University Employee Retirement Plan · Sponsored by California Lutheran University · California · Educational Services
$161M in assets, 645 participants
California Lutheran University's California Lutheran University Employee Retirement Plan reported $161M in total assets and 645 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,225 in Educational Services (3,638 peers)
Where California Lutheran University Employee Retirement Plan sits by assets
California Lutheran University Employee Retirement Plan sits in the top 10% of all filed plans by assets, $161M for 645 participants (~$249,521/participant), up 5.4% in 2024.
- #3,225
- in Educational Services (3,638 peers)
- +5.4%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
California Lutheran University Employee Retirement Plan's outsized position by total assets
California Lutheran University Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$160,940,736 Top 7% higher than 93% 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
California Lutheran University Employee 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. California Lutheran University Employee Retirement Plan sits mid-pack in the medium band (645 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- California Lutheran University Employee Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- California Lutheran University Employee Retirement Plan reported participants rose from 574 in the plan year 2023 filing to 645 in the plan year 2024 filing.
- California Lutheran University Employee Retirement Plan end-of-year assets rose from $153M in the plan year 2023 filing to $161M in the plan year 2024 filing.
DOL schedule card
Filing strip 952962604 · California Lutheran University PY 2024 · Other
California Lutheran University Employee Retirement Plan · $161M · 645 · 93rd
- RANK $161M
- RANK 645
- RANK 93rd
- RANK Other
- RANK near Ithaka Harbors, Inc. 403(b) Retirement Plan
- RANK ind #3225
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 →
California Lutheran University Employee Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $153M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | $8M |
| Employer EIN | 952962604 |
| Plan Effective Date | 1964-03-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Lutheran University)
Sponsor-wide plan assets over time
All California Lutheran University plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 18.432020787189774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 558 | $136M |
| 2023 | 1 | 574 | $153M |
| 2024 | 1 | 645 | $161M |
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
California Lutheran University Employee Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Ithaka Harbors, Inc. 403(b) Retirement Plan in NY ($161M); by covered participants it is United Cerebral Palsy Association of Greater Suffolk, Inc. 403(b) Plan in NY (646 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($161M here).
- Ithaka Harbors, Inc. 403(b) Retirement Plan (NY) $161M · 421
- Hampshire College 403(b) Retirement Plan (MA) $161M · 280
- Oneblood 403(b) Retirement Plan (FL) $160M · 2,592
- Highland Retirement Plan (NY) $160M · 4,520
Similar participant headcount
Nearest other-state filings by covered participants (645 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.