Other · DOL Form 5500 · 2024
Notre Dame De Namur University Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $320,444
- Avg per participant High balance/head
Official DOL plan name: Notre Dame De Namur University DC Retirement Plan · Sponsored by Notre Dame De Namur University · California · Educational Services
$46M in assets, 144 participants
Notre Dame De Namur University's Notre Dame De Namur University DC Retirement Plan reported $46M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,560 in Educational Services (3,638 peers)
Coverage in California
Notre Dame De Namur University DC Retirement Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $46M.
- #2,560
- in Educational Services (3,638 peers)
- +0.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Notre Dame De Namur University DC Retirement Plan's outsized position by total assets
Notre Dame De Namur University DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,143,940 Top 17% higher than 83% 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
Notre Dame De Namur University DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Notre Dame De Namur University DC Retirement Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Notre Dame De Namur University DC Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $222K in the plan year 2024 filing.
- Notre Dame De Namur University DC Retirement Plan reported participants fell from 221 in the plan year 2023 filing to 144 in the plan year 2024 filing.
- Notre Dame De Namur University DC Retirement Plan end-of-year assets rose from $46M in the plan year 2023 filing to $46M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941156646 · Notre Dame De Namur University PY 2024 · Other
Notre Dame De Namur University DC Retirement Plan · $46M · 144 · 83rd
- EOY $46M
- EOY 144
- EOY 83rd
- EOY Other
- EOY near Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan
- EOY ind #2560
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 →
Notre Dame De Namur University DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $222K |
| Employer EIN | 941156646 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Notre Dame De Namur University)
Sponsor-wide plan assets over time
All Notre Dame De Namur University plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 5.383432307043287% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $44M |
| 2023 | 1 | 221 | $46M |
| 2024 | 1 | 144 | $46M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Notre Dame De Namur University DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan in NY ($46M); by covered participants it is Homesafe 403(b) Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Homesafe 403(b) Retirement Plan (FL) 144 · 0 off
- Hebrew Academy of Nassau County Defined Contribution Plan (NY) 144 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 144 · 0 off
- Carf 403(b) Plan (AZ) 144 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.