Money Purchase · DOL Form 5500 · 2024
Santa Clara University Money Purchase Plan
Data updated 2026-08-06
- $520M
- Total assets
- 1,889
- Participants
- 97th
- Percentile by assets
- $275,512
- Avg per participant
Official DOL plan name: Santa Clara University Defined Contribution Retirement Plan · Sponsored by Santa Clara University · California · Educational Services
$520M in assets, 1,889 participants
Santa Clara University's Santa Clara University Defined Contribution Retirement Plan reported $520M in total assets and 1,889 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
- #2,822 in Educational Services (2,960 peers)
Coverage in California
Santa Clara University Defined Contribution Retirement Plan covers 1,889 participants in California, 3.0x the typical California plan (state average ~637 per filing). Assets: $520M.
- $520M
- total plan assets (2024 EOY)
- 1,889
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $275,512
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Clara University Defined Contribution Retirement Plan end-of-year assets rose from $455M in the plan year 2023 filing to $520M in the plan year 2024 filing.
- Santa Clara University Defined Contribution Retirement Plan reported participants fell from 2,078 in the plan year 2023 filing to 1,889 in the plan year 2024 filing.
- Santa Clara University Defined Contribution Retirement Plan reported net income fell from $67M in the plan year 2023 filing to $65M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Santa Clara University Defined Contribution Retirement Plan reports 1,889 participants - 3.0x that state average ($520M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $455M |
|---|---|
| Net Assets (End of Year) | $520M |
| Net Income | $65M |
| Employer EIN | 941156617 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Clara University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,837 | $732M |
| 2023 | 2 | 4,077 | $856M |
| 2024 | 2 | 3,746 | $980M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Santa Clara University Defined Contribution Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
- Scripps Health Retirement Savings Plan $1.3B · 16,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Santa Clara University Defined Contribution Retirement Plan by total assets, not by location.
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $531M · 17,855
- Telephone and Data Systems, Inc. Pension Plan (WI) $509M · 5,326
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) $533M · 7,205
- Brewery Conference/Anheuser-Busch Defined Contribution Plan (MO) $505M · 2,581
Frequently Asked Questions
How did Santa Clara University Defined Contribution Retirement Plan assets move in 2024? ▼
How have Santa Clara University plan assets changed over time? ▼
Where does Santa Clara University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Santa Clara University Defined Contribution Retirement Plan? ▼
Next read for Santa Clara University Defined Contribut…
Filing takeaways
Ways to act on Santa Clara University Defined Contribution Retirement Plan's numbers.
- By total assets, Santa Clara University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Santa Clara University's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Educational Services plans