Other · DOL Form 5500 · 2024
Whittier College Retirement Plan
Data updated 2026-08-11
- $145M
- Total assets
- 413
- Participants
- 93rd
- Percentile by assets
- $351,464
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $145M
- total plan assets (2024 EOY)
- 413
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $351,464
- avg assets per participant
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.
Whittier College 403(b) Plan vs the 2024 asset distribution
By assets, Whittier College 403(b) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
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)
| 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.
Whittier College 403(b) Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Whittier College 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Whittier College 403(b) Plan assets move in 2024? ▼
How have Whittier College plan assets changed over time? ▼
Where does Whittier College 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Whittier College 403(b) Plan? ▼
Next read for Whittier College 403(b) Plan
Scale reading
Ways to act on Whittier College 403(b) Plan's numbers.
- By total assets, Whittier College 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Whittier College's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Educational Services plans