Other · DOL Form 5500 · 2024

Fielding Graduate University Retirement Plan

Data updated 2026-08-11

$43M
Total assets
188
Participants
82nd
Percentile by assets
$230,054
Avg per participant
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Official DOL plan name: Fielding Graduate University 403(b) Plan · Sponsored by Fielding Graduate University · California · Educational Services

$43M in assets, 188 participants

Fielding Graduate University's Fielding Graduate University 403(b) Plan reported $43M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #2,509 in Educational Services (3,638 peers)

Coverage in California

Fielding Graduate University 403(b) Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY)
188
covered participants
82nd
percentile by assets (of 123,622 plans)
$230,054
avg assets per participant

Where Fielding Graduate University 403(b) Plan sits by total assets

Fielding Graduate University 403(b) Plan vs every filed plan by assets

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

$43,250,082 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fielding Graduate University 403(b) Plan reported net income rose from -$1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Fielding Graduate University 403(b) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Fielding Graduate University 403(b) Plan reported participants fell from 194 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Fielding Graduate University 403(b) Plan reports 188 participants - about 30% of that state average ($43M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$43M
Net Income$3M
Employer EIN952882724
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fielding Graduate University)

$40M$41M$42M$43M$44M 202220232024 $42.1M $43.3M ▲ +2.7%
Total plan assets by year, all Fielding Graduate University plans on file
Year Plans Participants Total Assets
2022 1 185 $42M
2023 1 194 $41M
2024 1 188 $43M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Fielding Graduate University 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Fielding Graduate Un…, Total assets ($B): 0.043250082 · Participants: 188Fielding Graduate Un…Stanford Contributor…, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirem…University of Southe…, Total assets ($B): 4.81831751 · Participants: 20886University of Southe…
Fielding Graduate University 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Fielding Graduate University 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Fielding Graduate University 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Fielding Graduate University 403(b) Plan assets move in 2024? ▼
Fielding Graduate University 403(b) Plan grew at a solid clip - up 6.4% during 2024, from $41M to $43M. Reported net income was $3M.
How have Fielding Graduate University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fielding Graduate University's sponsor-wide assets grew 2.7%, from $42M to $43M.
Where does Fielding Graduate University 403(b) Plan rank by assets among Form 5500 filers? ▼
Fielding Graduate University 403(b) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Fielding Graduate University 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY ($43M, 374 participants).

Next read for Fielding Graduate University 403(b) Plan

Filing takeaways

Ways to act on Fielding Graduate University 403(b) Plan's numbers.

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 952882724.

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.