Other · DOL Form 5500 · 2024
Whittier College Retirement Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 413
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $351,464
- Avg per participant High balance/head
Official DOL plan name: Whittier College 403(b) Plan · Sponsored by Whittier College · California · Educational Services
$145M in assets, 413 participants
Whittier College's Whittier College 403(b) Plan reported $145M in total assets and 413 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.
- #3,198 in Educational Services (3,638 peers)
Where Whittier College 403(b) Plan sits by assets
Whittier College 403(b) Plan sits in the top 10% of all filed plans by assets, $145M for 413 participants (~$351,464/participant), up 4.1% in 2024.
- #3,198
- in Educational Services (3,638 peers)
- +4.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Whittier College 403(b) Plan's outsized position by total assets
Whittier College 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$145,154,639 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
Whittier College 403(b) 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. Whittier College 403(b) Plan sits mid-pack in the medium band (413 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whittier College 403(b) Plan reported net income fell from $12M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Whittier College 403(b) Plan end-of-year assets rose from $139M in the plan year 2023 filing to $145M in the plan year 2024 filing.
- Whittier College 403(b) Plan reported participants fell from 428 in the plan year 2023 filing to 413 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951644048 · Whittier College PY 2024 · Other
Whittier College 403(b) Plan · $145M · 413 · 93rd
- TYPE $145M
- TYPE 413
- TYPE 93rd
- TYPE Other
- TYPE near Schulte Roth & Zabel LLP Supplemental Retirement Plan
- TYPE ind #3198
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 →
Whittier College 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $6M |
| Employer EIN | 951644048 |
| Plan Effective Date | 1984-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whittier College)
Sponsor-wide plan assets over time
All Whittier College plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 14.085876418677179% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 303 | $127M |
| 2023 | 1 | 428 | $139M |
| 2024 | 1 | 413 | $145M |
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
Whittier College 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Schulte Roth & Zabel LLP Supplemental Retirement Plan in IL ($145M); by covered participants it is Elwyn New Jersey 403(b) Plan in PA (413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- Schulte Roth & Zabel LLP Supplemental Retirement Plan (IL) $145M · 158
- Institute of International Education 403(b) Retirement Plan (NY) $145M · 567
- Empath Health 403(b) Plan (FL) $145M · 2,528
- Noble and Greenough School Retirement Plan (MA) $145M · 206
Similar participant headcount
Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.
- Elwyn New Jersey 403(b) Plan (PA) 413 · 0 off
- St. Paul's School 403(b) Retirement Plan (MD) 413 · 0 off
- Appletree Early Learning 403(b) Plan (DC) 413 · 0 off
- Project Hospitality, Inc. Section 403(b) Retirement Plan (NY) 413 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.