Other · DOL Form 5500 · 2024

Woodbury University Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
216
Participants Below avg headcount
76th
Percentile by assets National rank
$129,359
Avg per participant Near avg balance/head
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Official DOL plan name: Woodbury University 403(b) Retirement Plan for Employees · Sponsored by Woodbury University · California · Educational Services

$28M in assets, 216 participants

Woodbury University's Woodbury University 403(b) Retirement Plan for Employees reported $28M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,199 in Educational Services (3,638 peers)

Coverage in California

Woodbury University 403(b) Retirement Plan for Employees covers 216 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $28M.

#2,199
in Educational Services (3,638 peers)
-25.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Woodbury University 403(b) Retirement Plan for Employees's outsized position by total assets

Woodbury University 403(b) Retirement Plan for Employees vs every filed plan by assets

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

$27,941,508 Top 24% higher than 76% 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

Woodbury University 403(b) Retirement Plan for Employees 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. Woodbury University 403(b) Retirement Plan for Employees sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Woodbury University 403(b) Retirement Plan for Employees reported net income fell from $5M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
  • Woodbury University 403(b) Retirement Plan for Employees end-of-year assets fell from $38M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Woodbury University 403(b) Retirement Plan for Employees reported participants rose from 211 in the plan year 2023 filing to 216 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952786163 · Woodbury University PY 2024 · Other

Woodbury University 403(b) Retirement Plan for Employees · $28M · 216 · 76th

  • ASSETS $28M
  • PCT 216
  • EIN 76th
  • RANK Other
  • PHOTO near Amon Carter Museum of Western Art Retirement Plan
  • IND ind #2199

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 →

Woodbury University 403(b) Retirement Plan for Employees in the asset neighbourhood

Center for Applied Linguistics DcraCenter for Applied Linguisti…$28MMaine Public Broadcasting Corporation 403b Retirement PlanMaine Public Broadcasting Co…$28MWoodbury University 403(b) Retirement Plan for EmployeesWoodbury University 403(b) R…$28MAmon Carter Museum of Western Art Retirement PlanAmon Carter Museum of Wester…$28MGoodwill of North Georgia, Inc Tax Deferred Annuity PlanGoodwill of North Georgia, I…$28M
End-of-year total assets ($M) among Woodbury University 403(b) Retirement Plan for Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$28M
Net Income-$10M
Employer EIN952786163
Plan Effective Date2002-01-01
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 Other Plans in California

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

Woodbury University 403(b) Retirement Plan for Employees vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Woodbury University 403(b) Retirement Plan for Employees, Total assets ($B): 0.027941508 · Participants: 216Woodbury University 403(b) Retirement Plan for EmployeesStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Woodbury University 403(b) Retirement Plan for Employees vs. nearby Other plans in California, assets vs. participants
Compare Woodbury University 403(b) Retirement Plan for Employees side-by-side with 3 peers →

Woodbury University 403(b) Retirement Plan for Employees's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Amon Carter Museum of Western Art Retirement Plan in TX ($28M); by covered participants it is Clara Martin Center 403(b) Plan in VT (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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.

Frequently Asked Questions

How did Woodbury University 403(b) Retirement Plan for Employees assets move in 2024? ▼
Woodbury University 403(b) Retirement Plan for Employees declined sharply - down 25.5% during 2024, from $38M to $28M. Reported net income was -$10M.
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.
Where does Woodbury University 403(b) Retirement Plan for Employees rank by assets among Form 5500 filers? ▼
Woodbury University 403(b) Retirement Plan for Employees ranks in the 76th 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 Woodbury University 403(b) Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by assets is Amon Carter Museum of Western Art Retirement Plan in TX ($28M, 101 participants).
Which Other plans cover a similar participant headcount to Woodbury University 403(b) Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by covered participants is Clara Martin Center 403(b) Plan in VT (216 participants, $7M 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.