Woodbury University retirement plan: assets, participants and fees
What Woodbury University's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 39 pension plans in educational services with 100 to 499 participants.
| Woodbury University: employer contribution per participant | $1,625 | |
| Peer median | $2,488 |
| Woodbury University: average balance | $70,541 | |
| Peer median | $77,359 |
| Woodbury University: admin expenses ÷ assets | 0.69% | |
| Peer median | 0.52% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.3M at the end of plan year 2021 to $17.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 254 | $17.9M | $413K | $1,625 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 261 | $17.8M | $149K | $572 | 0.65% | Not published | Form 5500 ↗ |
| 2022 | 266 | $16.3M | — | — | 0.62% | Not published | Form 5500 ↗ |
| 2021 | 269 | $19.3M | $297K | $1,103 | 0.61% | Not published | Form 5500 ↗ |
Other Woodbury University plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Woodbury University 403(b) Retirement Plan for Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | 2024 Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Common questions
Does Woodbury University match 401(k) contributions?
The match terms for the Pension Plan for Employees of Woodbury University have not been published from its filing yet. The plan year 2024 filing reports $413K in employer contributions, about $1,625 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Woodbury University 401(k) match vested?
The vesting schedule for the Pension Plan for Employees of Woodbury University is not in the data published so far. Your Summary Plan Description states it.
Who manages the Woodbury University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Woodbury University.
I left Woodbury University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Woodbury University, (818) 767-0888) or the recordkeeper, Principal Life Insurance Company. The Woodbury University old 401(k) page lists the contacts from every plan filing. Find an old Woodbury University 401(k)
Data from the public Form 5500 annual reports Woodbury University filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Woodbury University. Not financial advice. Report a correction · Methodology