Defined Benefit (Pension) · DOL Form 5500 · 2024

Woodbury University Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
37
Participants Small participant base
68th
Percentile by assets National rank
$484,252
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Woodbury University · Sponsored by Woodbury University · California · Educational Services

$18M in assets, 37 participants

Woodbury University's Pension Plan for Employees of Woodbury University reported $18M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,854 in Educational Services (3,638 peers)

What the 2024 filing shows

Pension Plan for Employees of Woodbury University holds $18M for 37 participants - about $484,252 per participant, above the median plan by assets.

#1,854
in Educational Services (3,638 peers)
+0.9%
assets growth YoY

Pension Plan for Employees of Woodbury University's outsized position by total assets

Pension Plan for Employees of Woodbury University vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,917,328 Top 32% higher than 68% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pension Plan for Employees of Woodbury University among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Woodbury University is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Employees of Woodbury University reported net income fell from $1M in the plan year 2023 filing to $163K in the plan year 2024 filing.
  • Pension Plan for Employees of Woodbury University reported participants fell from 49 in the plan year 2023 filing to 37 in the plan year 2024 filing.
  • Pension Plan for Employees of Woodbury University end-of-year assets rose from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 952786163 · Woodbury University PY 2024 · Defined Benefit (Pension)

Pension Plan for Employees of Woodbury University · $18M · 37 · 68th

  • EOY $18M
  • EOY 37
  • EOY 68th
  • EOY Defined Benefit (Pension)
  • EOY near Adams and Reese LLP Group Pension Plan III
  • EOY ind #1854

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 →

Pension Plan for Employees of Woodbury University in the asset neighbourhood

Northern Nevada Plumbers & Pipefitters Variable Defined Benefit PlanNorthern Nevada Plumbers & P…$18MPension Plan for Employees of Woodbury UniversityPension Plan for Employees o…$18MAdams and Reese LLP Group Pension Plan IIIAdams and Reese LLP Group Pe…$18MPension Plan for Employees of United Memorial Medical CenterPension Plan for Employees o…$18MIhcc Employee Retirement Plan$18M
End-of-year total assets ($M) among Pension Plan for Employees of Woodbury University and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

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

Sponsor Plan History (Woodbury University)

Sponsor-wide plan assets over time

All Woodbury University plans reported in each filing year

Latest sponsor-wide plan assets
$46M 5.8787035084203545% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $48.7M $45.9M ▼ -5.9%
Year Plans Participants Total Assets
2022 2 256 $49M
2023 2 260 $55M
2024 2 253 $46M

Nearby Defined Benefit (Pension) Plans in California

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

Pension Plan for Employees of Woodbury University vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for Employees of Woodbury University, Total assets ($B): 0.017917328 · Participants: 37Pension Plan for Employees of Woodbury UniversityKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Pension Plan for Employees of Woodbury University vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan for Employees of Woodbury University side-by-side with 3 peers →

Pension Plan for Employees of Woodbury University's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Adams and Reese LLP Group Pension Plan III in LA ($18M); by covered participants it is Retirement Plan for Employees of Badger Mutual Insurance Company in WI (37 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees of Woodbury University assets move in 2024? ▼
Pension Plan for Employees of Woodbury University held essentially flat - up 0.9% during 2024, from $18M to $18M. Reported net income was $163K.
How have Woodbury University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodbury University's sponsor-wide assets declined 5.9%, from $49M to $46M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Woodbury University? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Adams and Reese LLP Group Pension Plan III in LA ($18M, 127 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Woodbury University? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Badger Mutual Insurance Company in WI (37 participants, $12M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.