Other · DOL Form 5500 · 2024
Western University of Health Sciences Retirement Plan
Data updated 2026-08-06
- $336M
- Total assets
- 1,480
- Participants
- 96th
- Percentile by assets
- $226,930
- Avg per participant
Official DOL plan name: Western University of Health Sciences 403(b) Plan · Sponsored by Western University of Health Sciences · California · Educational Services
$336M in assets, 1,480 participants
Western University of Health Sciences's Western University of Health Sciences 403(b) Plan reported $336M in total assets and 1,480 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.
- 96th percentile by assets (of 116,472 plans)
Coverage in California
Western University of Health Sciences 403(b) Plan covers 1,480 participants in California, 2.3x the typical California plan (state average ~637 per filing). Assets: $336M.
- $336M
- total plan assets (2024 EOY)
- 1,480
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $226,930
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western University of Health Sciences 403(b) Plan reported net income fell from $42M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Western University of Health Sciences 403(b) Plan end-of-year assets rose from $301M in the plan year 2023 filing to $336M in the plan year 2024 filing.
- Western University of Health Sciences 403(b) Plan reported participants rose from 1,423 in the plan year 2023 filing to 1,480 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Western University of Health Sciences 403(b) Plan reports 1,480 participants - 2.3x that state average ($336M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $301M |
|---|---|
| Net Assets (End of Year) | $336M |
| Net Income | $35M |
| Employer EIN | 953127273 |
| Plan Effective Date | 1978-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western University of Health Sciences)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,205 | $258M |
| 2023 | 1 | 1,423 | $301M |
| 2024 | 1 | 1,480 | $336M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Western University of Health Sciences 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 Western University of Health Sciences 403(b) Plan by total assets, not by location.
- Bill & Melinda Gates Foundation Employee Retirement Plan (WA) $336M · 1,926
- Quinnipiac University Defined Contribution Retirement Plan (CT) $335M · 1,310
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) $335M · 1,239
- Champlain Valley Physicians Hospital 403(b) Retirement Savings Plan (NY) $335M · 2,256
Frequently Asked Questions
How did Western University of Health Sciences 403(b) Plan assets move in 2024? ▼
How have Western University of Health Sciences plan assets changed over time? ▼
Where does Western University of Health Sciences 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Western University of Health Sciences 403(b) Plan? ▼
Next read for Western University of Health Sciences 40…
Filing takeaways
Ways to act on Western University of Health Sciences 403(b) Plan's numbers.
- By total assets, Western University of Health Sciences 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Western University of Health Sciences's sponsor-wide assets have grown 30.1% since 2022 across 3 plan years on file. More Educational Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953127273.
Read our methodology - how this data is sourced, computed, and verified.