Other · DOL Form 5500 · 2024
University of Redlands Retirement Plan
Data updated 2026-08-25
- $234M
- Total assets Near avg plan size
- 751
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $311,449
- Avg per participant High balance/head
Official DOL plan name: University of Redlands Retirement Plan · Sponsored by University of Redlands · California · Educational Services
$234M in assets, 751 participants
University of Redlands's University of Redlands Retirement Plan reported $234M in total assets and 751 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,330 in Educational Services (3,638 peers)
Where University of Redlands Retirement Plan sits by assets
University of Redlands Retirement Plan sits in the top 5% of all filed plans by assets, $234M for 751 participants (~$311,449/participant), up 8.1% in 2024.
- #3,330
- in Educational Services (3,638 peers)
- +8.1%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
University of Redlands Retirement Plan's outsized position by total assets
University of Redlands Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$233,898,111 Top 5% higher than 95% 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
University of Redlands 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. University of Redlands Retirement Plan sits mid-pack in the medium band (751 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Redlands Retirement Plan reported net income rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- University of Redlands Retirement Plan reported participants fell from 887 in the plan year 2023 filing to 751 in the plan year 2024 filing.
- University of Redlands Retirement Plan end-of-year assets rose from $216M in the plan year 2023 filing to $234M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 951643389 · University of Redlands PY 2024 · Other
University of Redlands Retirement Plan · $234M · 751 · 95th
- 5500 $234M
- ASSETS 751
- PCT 95th
- EIN Other
- RANK near Calvin University 403(b) Retirement Plan
- PHOTO ind #3330
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 →
University of Redlands Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $216M |
|---|---|
| Net Assets (End of Year) | $234M |
| Net Income | $17M |
| Employer EIN | 951643389 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Redlands)
Sponsor-wide plan assets over time
All University of Redlands plans reported in each filing year
- Latest sponsor-wide plan assets
- $234M 15.48593702463964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 915 | $203M |
| 2023 | 1 | 887 | $216M |
| 2024 | 1 | 751 | $234M |
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
University of Redlands Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Calvin University 403(b) Retirement Plan in MI ($235M); by covered participants it is Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan in MA (751 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($234M here).
- Calvin University 403(b) Retirement Plan (MI) $235M · 1,118
- Columbia College Chicago Employees' Retirement Plan (IL) $233M · 1,955
- Union Health 403(b)Retirement Plan (IN) $233M · 2,774
- University of Michigan Health - West 403(b) Retirement Savings Plan (MI) $233M · 3,285
Similar participant headcount
Nearest other-state filings by covered participants (751 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.