Money Purchase · DOL Form 5500 · 2024
Santa Clara University Money Purchase Plan
Data updated 2026-08-25
- $520M
- Total assets Above avg plan size
- 1,889
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $275,512
- Avg per participant High balance/head
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.
- #3,488 in Educational Services (3,638 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 ~630 per filing). Assets: $520M.
- #3,488
- in Educational Services (3,638 peers)
- +14.3%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
Santa Clara University Defined Contribution Retirement Plan's outsized position by total assets
Santa Clara University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$520,442,022 Top 3% higher than 97% 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
Santa Clara University Defined Contribution Retirement 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. Santa Clara University Defined Contribution Retirement Plan lands in the large band (1,889 participants).
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.
DOL schedule card
Filing strip 941156617 · Santa Clara University PY 2024 · Money Purchase
Santa Clara University Defined Contribution Retirement Plan · $520M · 1,889 · 97th
- PCT $520M
- EIN 1,889
- RANK 97th
- PHOTO Money Purchase
- IND near Money Purchase Pension Plan of Wake Forest University Health Sciences
- EOY ind #3488
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 →
Santa Clara University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Santa Clara University plans reported in each filing year
- Latest sponsor-wide plan assets
- $980M 33.9182279976371% vs 2022
- 2024 filing year
| 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.
- 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
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Santa Clara University Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Money Purchase Pension Plan of Wake Forest University Health Sciences in NC ($522M); by covered participants it is Bozeman Health Retirement Plan in MT (1,879 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($520M here).
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) $522M · 1,997
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) $527M · 3,027
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $531M · 17,855
- Telephone and Data Systems, Inc. Pension Plan (WI) $509M · 5,326
Similar participant headcount
Nearest other-state filings by covered participants (1,889 participants); asset peers above are excluded.
- Bozeman Health Retirement Plan (MT) 1,879 · 10 off
- Annuity Fund of Wardrobe Attendants Union Local 764 (NY) 1,879 · 10 off
- IBEW Local Union No. 915 Pension-Annuity Fund (TN) 1,864 · 25 off
- Greater Texas IBEW NECA Annuity Plan (TX) 1,845 · 44 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.