Civic Intelligence

FIELDING GRADAUTE UNIVERSITY

Plan context: The Fielding Institute Employees Retirement Plan

EIN 95-2882724 • Santa Barbara, CA • 75 filings • 21 plans

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2020 DE LA Vina St.Santa Barbara, CA 93105
Current Snapshot

Latest Year

2024

2024 Participants

144

2024 Assets

$2,312,248

2024 Contributions

$1,835,064

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$45,116,356$22,558,178$0199920132024YearValue
$2,312,248Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3611810199920122024YearValue
144Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242144$2,312,248$0-
The Fielding Institute Employees Retirement Plan-38$2,312,248$0-
Fielding Graduate University Welfare Benefit Plan-144---
20233194$43,149,174$1,835,064$9,459iApproximate average salary by contribution assumption: employee only about $236,477 at 4% or $157,652 at 6%; with 50% employer match about $157,652 at 4% or $105,101 at 6%; with 100% employer match about $118,239 at 4% or $78,826 at 6%.
The Fielding Institute 403B Retirement Plan-194$40,649,842$1,835,064$9,459iApproximate average salary by contribution assumption: employee only about $236,477 at 4% or $157,652 at 6%; with 50% employer match about $157,652 at 4% or $105,101 at 6%; with 100% employer match about $118,239 at 4% or $78,826 at 6%.
The Fielding Institute Employees Retirement Plan-42$2,499,332--
Fielding Graduate University Welfare Benefit Plan-148---
20223212$44,707,581$2,020,166$9,529iApproximate average salary by contribution assumption: employee only about $238,227 at 4% or $158,818 at 6%; with 50% employer match about $158,818 at 4% or $105,879 at 6%; with 100% employer match about $119,114 at 4% or $79,409 at 6%.
The Fielding Institute 403B Retirement Plan-212$42,124,994$2,020,166$9,529iApproximate average salary by contribution assumption: employee only about $238,227 at 4% or $158,818 at 6%; with 50% employer match about $158,818 at 4% or $105,879 at 6%; with 100% employer match about $119,114 at 4% or $79,409 at 6%.
The Fielding Institute Employees Retirement Plan-46$2,582,587--
Fielding Graduate University Welfare Benefit Plan-128---
20213185$40,811,012$1,878,939$10,156iApproximate average salary by contribution assumption: employee only about $253,911 at 4% or $169,274 at 6%; with 50% employer match about $169,274 at 4% or $112,849 at 6%; with 100% employer match about $126,955 at 4% or $84,637 at 6%.
The Fielding Institute 403B Retirement Plan-185$38,375,370$1,878,939$10,156iApproximate average salary by contribution assumption: employee only about $253,911 at 4% or $169,274 at 6%; with 50% employer match about $169,274 at 4% or $112,849 at 6%; with 100% employer match about $126,955 at 4% or $84,637 at 6%.
The Fielding Institute Employees Retirement Plan-48$2,435,642--
Fielding Graduate University Welfare Benefit Plan-125---
20203178$45,116,356$1,694,092$9,517iApproximate average salary by contribution assumption: employee only about $237,934 at 4% or $158,623 at 6%; with 50% employer match about $158,623 at 4% or $105,749 at 6%; with 100% employer match about $118,967 at 4% or $79,311 at 6%.
The Fielding Institute 403B Retirement Plan-178$41,627,183$1,694,092$9,517iApproximate average salary by contribution assumption: employee only about $237,934 at 4% or $158,623 at 6%; with 50% employer match about $158,623 at 4% or $105,749 at 6%; with 100% employer match about $118,967 at 4% or $79,311 at 6%.
The Fielding Institute Employees Retirement Plan-49$3,489,173--
Fielding Graduate University Welfare Benefit Plan-126---
20193156$38,855,933$1,788,592$11,465iApproximate average salary by contribution assumption: employee only about $286,633 at 4% or $191,089 at 6%; with 50% employer match about $191,089 at 4% or $127,393 at 6%; with 100% employer match about $143,317 at 4% or $95,544 at 6%.
The Fielding Institute 403B Retirement Plan-156$35,576,063$1,788,592$11,465iApproximate average salary by contribution assumption: employee only about $286,633 at 4% or $191,089 at 6%; with 50% employer match about $191,089 at 4% or $127,393 at 6%; with 100% employer match about $143,317 at 4% or $95,544 at 6%.
The Fielding Institute Employees Retirement Plan-56$3,279,870--
Fielding Graduate University Welfare Benefit Plan-137---
20183170$37,844,297$1,501,004$8,829iApproximate average salary by contribution assumption: employee only about $220,736 at 4% or $147,157 at 6%; with 50% employer match about $147,157 at 4% or $98,105 at 6%; with 100% employer match about $110,368 at 4% or $73,579 at 6%.
The Fielding Institute 403B Retirement Plan-170$34,378,545$1,501,004$8,829iApproximate average salary by contribution assumption: employee only about $220,736 at 4% or $147,157 at 6%; with 50% employer match about $147,157 at 4% or $98,105 at 6%; with 100% employer match about $110,368 at 4% or $73,579 at 6%.
The Fielding Institute Employees Retirement Plan-58$3,465,752--
Fielding Graduate University Welfare Benefit Plan-136---
20173148$35,835,976$3,723,441$25,158iApproximate average salary by contribution assumption: employee only about $628,960 at 4% or $419,306 at 6%; with 50% employer match about $419,306 at 4% or $279,538 at 6%; with 100% employer match about $314,480 at 4% or $209,653 at 6%.
The Fielding Institute 403B Retirement Plan-148$32,365,112$3,723,441$25,158iApproximate average salary by contribution assumption: employee only about $628,960 at 4% or $419,306 at 6%; with 50% employer match about $419,306 at 4% or $279,538 at 6%; with 100% employer match about $314,480 at 4% or $209,653 at 6%.
The Fielding Institute Employees Retirement Plan-59$3,470,864--
Fielding Graduate University Welfare Benefit Plan-134---
20162153$27,716,286$2,870,097$18,759iApproximate average salary by contribution assumption: employee only about $468,970 at 4% or $312,647 at 6%; with 50% employer match about $312,647 at 4% or $208,431 at 6%; with 100% employer match about $234,485 at 4% or $156,323 at 6%.
The Fielding Institute 403B Retirement Plan-153$27,716,286$2,870,097$18,759iApproximate average salary by contribution assumption: employee only about $468,970 at 4% or $312,647 at 6%; with 50% employer match about $312,647 at 4% or $208,431 at 6%; with 100% employer match about $234,485 at 4% or $156,323 at 6%.
Fielding Graduate University Welfare Benefit Plan-118---
20153128$26,656,627$1,716,491$13,410iApproximate average salary by contribution assumption: employee only about $335,252 at 4% or $223,501 at 6%; with 50% employer match about $223,501 at 4% or $149,001 at 6%; with 100% employer match about $167,626 at 4% or $111,751 at 6%.
The Fielding Institute 403B Retirement Plan-128$23,545,762$1,716,491$13,410iApproximate average salary by contribution assumption: employee only about $335,252 at 4% or $223,501 at 6%; with 50% employer match about $223,501 at 4% or $149,001 at 6%; with 100% employer match about $167,626 at 4% or $111,751 at 6%.
The Fielding Institute Employees Retirement Plan-69$3,110,865$0-
Fielding Graduate University Welfare Benefit Plan-117---
20143141$27,174,143$2,073,788$14,708iApproximate average salary by contribution assumption: employee only about $367,693 at 4% or $245,129 at 6%; with 50% employer match about $245,129 at 4% or $163,419 at 6%; with 100% employer match about $183,846 at 4% or $122,564 at 6%.
The Fielding Institute 403B Retirement Plan-141$23,961,242$2,073,788$14,708iApproximate average salary by contribution assumption: employee only about $367,693 at 4% or $245,129 at 6%; with 50% employer match about $245,129 at 4% or $163,419 at 6%; with 100% employer match about $183,846 at 4% or $122,564 at 6%.
The Fielding Institute Employees Retirement Plan-74$3,212,901$0-
Fielding Graduate University Welfare Benefit Plan-108---
20133181$25,603,218$1,505,581$8,318iApproximate average salary by contribution assumption: employee only about $207,953 at 4% or $138,635 at 6%; with 50% employer match about $138,635 at 4% or $92,424 at 6%; with 100% employer match about $103,977 at 4% or $69,318 at 6%.
The Fielding Institute 403B Retirement Plan-181$22,304,700$1,505,581$8,318iApproximate average salary by contribution assumption: employee only about $207,953 at 4% or $138,635 at 6%; with 50% employer match about $138,635 at 4% or $92,424 at 6%; with 100% employer match about $103,977 at 4% or $69,318 at 6%.
The Fielding Institute Employees Retirement Plan-78$3,298,518--
Fielding Graduate University Welfare Benefit Plan-110---
20123161$23,370,635$1,867,103$11,597iApproximate average salary by contribution assumption: employee only about $289,923 at 4% or $193,282 at 6%; with 50% employer match about $193,282 at 4% or $128,855 at 6%; with 100% employer match about $144,961 at 4% or $96,641 at 6%.
The Fielding Institute 403B Retirement Plan-151$19,922,418$1,867,103$12,365iApproximate average salary by contribution assumption: employee only about $309,123 at 4% or $206,082 at 6%; with 50% employer match about $206,082 at 4% or $137,388 at 6%; with 100% employer match about $154,562 at 4% or $103,041 at 6%.
The Fielding Institute Employees Retirement Plan-90$3,448,217--
Fielding Graduate University Welfare Benefit Plan-161---
20113168$22,263,372$2,076,721$12,361iApproximate average salary by contribution assumption: employee only about $309,036 at 4% or $206,024 at 6%; with 50% employer match about $206,024 at 4% or $137,349 at 6%; with 100% employer match about $154,518 at 4% or $103,012 at 6%.
The Fielding Institute 403B Retirement Plan-157$18,939,761$2,076,721$13,228iApproximate average salary by contribution assumption: employee only about $330,688 at 4% or $220,459 at 6%; with 50% employer match about $220,459 at 4% or $146,972 at 6%; with 100% employer match about $165,344 at 4% or $110,229 at 6%.
The Fielding Institute Employees Retirement Plan-40$3,323,611--
Fielding Graduate University Welfare Benefit Plan-168---
20103245$21,441,130$2,086,261$8,515iApproximate average salary by contribution assumption: employee only about $212,884 at 4% or $141,923 at 6%; with 50% employer match about $141,923 at 4% or $94,615 at 6%; with 100% employer match about $106,442 at 4% or $70,961 at 6%.
The Fielding Institute 403B Retirement Plan-245$17,919,676$2,086,261$8,515iApproximate average salary by contribution assumption: employee only about $212,884 at 4% or $141,923 at 6%; with 50% employer match about $141,923 at 4% or $94,615 at 6%; with 100% employer match about $106,442 at 4% or $70,961 at 6%.
The Fielding Institute Employees Retirement Plan-46$3,521,454--
Fielding Graduate University Welfare Benefit Plan-146---
20094166$17,698,519$2,000,995$12,054iApproximate average salary by contribution assumption: employee only about $301,355 at 4% or $200,903 at 6%; with 50% employer match about $200,903 at 4% or $133,935 at 6%; with 100% employer match about $150,677 at 4% or $100,452 at 6%.
The Fielding Institute 403B Retirement Plan-166$14,473,576$2,000,995$12,054iApproximate average salary by contribution assumption: employee only about $301,355 at 4% or $200,903 at 6%; with 50% employer match about $200,903 at 4% or $133,935 at 6%; with 100% employer match about $150,677 at 4% or $100,452 at 6%.
The Fielding Institute Employees Retirement Plan-66$3,224,943--
Fielding Graduate University Welfare Benefit Plan-145---
The Fielding Institute 403B Retirement Plan-----
20081361$0$0-
Fielding Graduate University Welfare Benefit Plan-361---
20073259$8,468,545$507,496$1,959iApproximate average salary by contribution assumption: employee only about $48,986 at 4% or $32,657 at 6%; with 50% employer match about $32,657 at 4% or $21,772 at 6%; with 100% employer match about $24,493 at 4% or $16,329 at 6%.
The Fielding Institute Employees Retirement Plan-259$8,468,545$507,496$1,959iApproximate average salary by contribution assumption: employee only about $48,986 at 4% or $32,657 at 6%; with 50% employer match about $32,657 at 4% or $21,772 at 6%; with 100% employer match about $24,493 at 4% or $16,329 at 6%.
The Fielding Institute 403B Retirement Plan-0---
Fielding Graduate University Welfare Benefit Plan-142---
20063172$9,379,043$985,862$5,732iApproximate average salary by contribution assumption: employee only about $143,294 at 4% or $95,529 at 6%; with 50% employer match about $95,529 at 4% or $63,686 at 6%; with 100% employer match about $71,647 at 4% or $47,765 at 6%.
The Fielding Institute Employees Retirement Plan-170$9,379,043$985,862$5,799iApproximate average salary by contribution assumption: employee only about $144,980 at 4% or $96,653 at 6%; with 50% employer match about $96,653 at 4% or $64,435 at 6%; with 100% employer match about $72,490 at 4% or $48,327 at 6%.
The Fielding Institute 403B Retirement Plan-0---
Fielding Graduate University Welfare Benefit Plan-172---
20053170$7,491,965$905,514$5,327iApproximate average salary by contribution assumption: employee only about $133,164 at 4% or $88,776 at 6%; with 50% employer match about $88,776 at 4% or $59,184 at 6%; with 100% employer match about $66,582 at 4% or $44,388 at 6%.
The Fielding Institute Employees Retirement Plan-168$7,491,965$905,514$5,390iApproximate average salary by contribution assumption: employee only about $134,749 at 4% or $89,833 at 6%; with 50% employer match about $89,833 at 4% or $59,888 at 6%; with 100% employer match about $67,375 at 4% or $44,916 at 6%.
The Fielding Institute 403B Retirement Plan-0---
Fielding Graduate University Welfare Benefit Plan-170---
20043171$6,599,347$856,123$5,007iApproximate average salary by contribution assumption: employee only about $125,164 at 4% or $83,443 at 6%; with 50% employer match about $83,443 at 4% or $55,629 at 6%; with 100% employer match about $62,582 at 4% or $41,721 at 6%.
The Fielding Institute Employees Retirement Plan-171$6,599,347$856,123$5,007iApproximate average salary by contribution assumption: employee only about $125,164 at 4% or $83,443 at 6%; with 50% employer match about $83,443 at 4% or $55,629 at 6%; with 100% employer match about $62,582 at 4% or $41,721 at 6%.
The Fielding Institute 403B Retirement Plan-0---
Fielding Graduate University Welfare Benefit Plan-165---
20033222$5,662,070$791,936$3,567iApproximate average salary by contribution assumption: employee only about $89,182 at 4% or $59,455 at 6%; with 50% employer match about $59,455 at 4% or $39,636 at 6%; with 100% employer match about $44,591 at 4% or $29,727 at 6%.
The Fielding Institute Employees Retirement Plan-222$5,662,070$791,936$3,567iApproximate average salary by contribution assumption: employee only about $89,182 at 4% or $59,455 at 6%; with 50% employer match about $59,455 at 4% or $39,636 at 6%; with 100% employer match about $44,591 at 4% or $29,727 at 6%.
The Fielding Institute 403B Retirement Plan-0---
Fielding Graduate University Welfare Benefit Plan-159---
20023151$0$0-
The Fielding Institute 403B Retirement Plan-0---
Fielding Graduate University Welfare Benefit Plan-151---
The Fielding Institute Employees Retirement Plan-146---
20013149$4,018,291$644,318$4,324iApproximate average salary by contribution assumption: employee only about $108,107 at 4% or $72,071 at 6%; with 50% employer match about $72,071 at 4% or $48,048 at 6%; with 100% employer match about $54,054 at 4% or $36,036 at 6%.
The Fielding Institute Employees Retirement Plan-148$4,018,291$644,318$4,354iApproximate average salary by contribution assumption: employee only about $108,838 at 4% or $72,558 at 6%; with 50% employer match about $72,558 at 4% or $48,372 at 6%; with 100% employer match about $54,419 at 4% or $36,279 at 6%.
The Fielding Institute 403B Retirement Plan-0---
Fielding Graduate University Welfare Benefit Plan-149---
20004126$0$0-
The Fielding Institute 403B Retirement Plan-0---
The Fielding Institute Employees Retirement Plan-126---
The Fielding Institute 403B Retirement Plan-0---
The Fielding Institute Employees Retirement Plan-126---
19992135$4,803,274$553,113$4,097iApproximate average salary by contribution assumption: employee only about $102,428 at 4% or $68,286 at 6%; with 50% employer match about $68,286 at 4% or $45,524 at 6%; with 100% employer match about $51,214 at 4% or $34,143 at 6%.
The Fielding Institute Employees Retirement Plan-135$4,803,274$553,113$4,097iApproximate average salary by contribution assumption: employee only about $102,428 at 4% or $68,286 at 6%; with 50% employer match about $68,286 at 4% or $45,524 at 6%; with 100% employer match about $51,214 at 4% or $34,143 at 6%.
The Fielding Institute 403B Retirement Plan-0---