Other · DOL Form 5500 · 2024
Santa Clara University Retirement Plan
Data updated 2026-08-11
- $460M
- Total assets
- 1,857
- Participants
- 97th
- Percentile by assets
- $247,480
- Avg per participant
Official DOL plan name: Santa Clara University Tax-Deferred Annuity Plan · Sponsored by Santa Clara University · California · Educational Services
$460M in assets, 1,857 participants
Santa Clara University's Santa Clara University Tax-Deferred Annuity Plan reported $460M in total assets and 1,857 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 123,622 plans)
- #3,470 in Educational Services (3,638 peers)
Coverage in California
Santa Clara University Tax-Deferred Annuity Plan covers 1,857 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $460M.
- $460M
- total plan assets (2024 EOY)
- 1,857
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $247,480
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Clara University Tax-Deferred Annuity Plan end-of-year assets rose from $401M in the plan year 2023 filing to $460M in the plan year 2024 filing.
- Santa Clara University Tax-Deferred Annuity Plan reported participants fell from 1,999 in the plan year 2023 filing to 1,857 in the plan year 2024 filing.
- Santa Clara University Tax-Deferred Annuity Plan reported net income rose from $58M in the plan year 2023 filing to $58M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Santa Clara University Tax-Deferred Annuity Plan reports 1,857 participants - 2.9x that state average ($460M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $401M |
|---|---|
| Net Assets (End of Year) | $460M |
| Net Income | $58M |
| Employer EIN | 941156617 |
| Plan Effective Date | 1997-01-01 |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Santa Clara University Tax-Deferred Annuity 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 Santa Clara University Tax-Deferred Annuity Plan by total assets, not by location.
- University of St. Thomas Retirement Plan (MN) $460M · 2,357
- The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan (MA) $461M · 1,441
- Touro 403(b) Plan (NY) $458M · 4,788
- University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan (CT) $458M · 807
Frequently Asked Questions
How did Santa Clara University Tax-Deferred Annuity Plan assets move in 2024? ▼
How have Santa Clara University plan assets changed over time? ▼
Where does Santa Clara University Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Santa Clara University Tax-Deferred Annuity Plan's numbers.
- By total assets, Santa Clara University Tax-Deferred Annuity 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
- Santa Clara University's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Educational Services plans