Other · DOL Form 5500 · 2024
Western University of Health Sciences Retirement Plan
Data updated 2026-08-25
- $336M
- Total assets Above avg plan size
- 1,480
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $226,930
- Avg per participant Above avg balance/head
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.
- #3,415 in Educational Services (3,638 peers)
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 ~630 per filing). Assets: $336M.
- #3,415
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Western University of Health Sciences 403(b) Plan's outsized position by total assets
Western University of Health Sciences 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$335,855,781 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
Western University of Health Sciences 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western University of Health Sciences 403(b) Plan lands in the large band (1,480 participants).
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.
DOL schedule card
Filing strip 953127273 · Western University of Health Sciences PY 2024 · Other
Western University of Health Sciences 403(b) Plan · $336M · 1,480 · 96th
- EOY $336M
- 5500 1,480
- ASSETS 96th
- PCT Other
- EIN near Bill & Melinda Gates Foundation Employee Retirement Plan
- RANK ind #3415
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 →
Western University of Health Sciences 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Western University of Health Sciences plans reported in each filing year
- Latest sponsor-wide plan assets
- $336M 30.098412167010885% vs 2022
- 2024 filing year
| 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.
- 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
Western University of Health Sciences 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Bill & Melinda Gates Foundation Employee Retirement Plan in WA ($336M); by covered participants it is The Association of Universities for Research in Astronomy, Inc. 403(b) Savings Plan in DC (1,481 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($336M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,480 participants); asset peers above are excluded.
- The Association of Universities for Research in Astronomy, Inc. 403(b) Savings Plan (DC) 1,481 · 1 off
- Cayuga Medical Center Retirement Savings Plan (NY) 1,478 · 2 off
- Williams College Retirement Income Plan (MA) 1,475 · 5 off
- La Frontera Center, Inc. 403(b) Plan (AZ) 1,473 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.