Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WOODBURY UNIVERSITY

This Defined Benefit (Pension) plan holds $18M in total assets and serves 37 participants as of 2024. It is sponsored by WOODBURY UNIVERSITY in California. The plan reported positive net income of $163K for the year.

Total Assets (2023)
$18M
Participants
37
State
Industry
Educational Services

What the Filing Says About PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY

PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY is a Defined Benefit (Pension) retirement plan sponsored by WOODBURY UNIVERSITY, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 37 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 952786163, and the plan has been effective since 1965-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2024 to $18M at year-end — a gain of 0.9%. Net assets (after liabilities) closed the year at $18M, with reported net income of $163K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$163K
Plan TypeDefined Benefit (Pension)
Employer EIN952786163
Plan Effective Date1965-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WOODBURY UNIVERSITY)

Year Plans Participants Total Assets
2022 2 256 $49M
2023 2 260 $55M
2024 2 253 $18M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY?
As of the 2024 Form 5500 filing, PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY holds $18M in total assets with 37 participants. It is sponsored by WOODBURY UNIVERSITY.
What type of plan is PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY?
PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY is a Defined Benefit (Pension) plan. It has been effective since 1965-03-01. The plan is filed with the U.S. Department of Labor under EIN 952786163.
Who sponsors the PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY?
PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY is sponsored by WOODBURY UNIVERSITY, located in California. The sponsor's EIN is 952786163 and the plan operates in the Educational Services industry.
How did PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY perform in 2024?
PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY grew by 0.9% during 2024, moving from $18M to $18M in total assets. Net income was $163K.
Where can I find official filings for PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY?
Official Form 5500 filings for PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952786163 or plan name at efast.dol.gov.
How does PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY compare to other plans?
You can compare PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 952786163.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.