Other · DOL Form 5500 · 2024
Fielding Graduate University Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $230,054
- Avg per participant Above avg balance/head
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.
- #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.
- #2,509
- in Educational Services (3,638 peers)
- +6.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Fielding Graduate University 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Fielding Graduate University 403(b) 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. Fielding Graduate University 403(b) Plan sits mid-pack in the medium band (188 participants).
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.
EBSA filing schedule strip
Filing strip 952882724 · Fielding Graduate University PY 2024 · Other
Fielding Graduate University 403(b) Plan · $43M · 188 · 82nd
- NET $43M
- NET 188
- NET 82nd
- NET Other
- NET near Crohn's & Colitis Foundation 403(b) Defined Contribution Plan
- NET ind #2509
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 →
Fielding Graduate University 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $3M |
| Employer EIN | 952882724 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fielding Graduate University)
Sponsor-wide plan assets over time
All Fielding Graduate University plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 2.670832427893046% vs 2022
- 2024 filing year
| 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.
- 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
Fielding Graduate University 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY ($43M); by covered participants it is Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan in NH (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.