Soka University 403(B) Plan
Plan context: Soka University Emeriti Retiree Health Plan for Soka University
EIN 95-3909672 • Aliso Viejo, CA • 33 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
152
2024 Assets
$70,992
2024 Contributions
$26,083
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 152 | $0 | $0 | - |
| Soka University of America Employee Health Benefit Plan | - | 152 | - | - | - |
| 2023 | 1 | 151 | $0 | $0 | - |
| Soka University of America Employee Health Benefit Plan | - | 151 | - | - | - |
| 2022 | 1 | 146 | $0 | $0 | - |
| Soka University of America Employee Health Benefit Plan | - | 146 | - | - | - |
| 2021 | 1 | 144 | $0 | $0 | - |
| Soka University of America Employee Health Benefit Plan | - | 144 | - | - | - |
| 2020 | 1 | 132 | $0 | $0 | - |
| Soka University of America Employee Health Benefit Plan | - | 132 | - | - | - |
| 2019 | 1 | 138 | $0 | $0 | - |
| Soka University of America Employee Health Benefit Plan | - | 138 | - | - | - |
| 2018 | 1 | 199 | $0 | $0 | - |
| Soka University of America Employee Health Benefit Plan | - | 199 | - | - | - |
| 2017 | 1 | 197 | $0 | $0 | - |
| Soka University of America Employee Health Benefit Plan | - | 197 | - | - | - |
| 2016 | 2 | 191 | $70,992 | $26,083 | $137iApproximate average salary by contribution assumption: employee only about $3,414 at 4% or $2,276 at 6%; with 50% employer match about $2,276 at 4% or $1,517 at 6%; with 100% employer match about $1,707 at 4% or $1,138 at 6%. |
| Soka University Emeriti Retiree Health Plan for Soka University | - | 116 | $70,992 | $26,083 | $225iApproximate average salary by contribution assumption: employee only about $5,621 at 4% or $3,748 at 6%; with 50% employer match about $3,748 at 4% or $2,498 at 6%; with 100% employer match about $2,811 at 4% or $1,874 at 6%. |
| Soka University of America Employee Health Benefit Plan | - | 191 | - | - | - |
| 2015 | 4 | 240 | $27,040,643 | $2,784,816 | $11,603iApproximate average salary by contribution assumption: employee only about $290,085 at 4% or $193,390 at 6%; with 50% employer match about $193,390 at 4% or $128,927 at 6%; with 100% employer match about $145,043 at 4% or $96,695 at 6%. |
| Soka University 403(B) Plan | - | 240 | $19,122,732 | $2,746,991 | $11,446iApproximate average salary by contribution assumption: employee only about $286,145 at 4% or $190,763 at 6%; with 50% employer match about $190,763 at 4% or $127,176 at 6%; with 100% employer match about $143,072 at 4% or $95,382 at 6%. |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 135 | $7,876,510 | - | - |
| Soka University Emeriti Retiree Health Plan for Soka University | - | 113 | $41,401 | $37,825 | $335iApproximate average salary by contribution assumption: employee only about $8,368 at 4% or $5,579 at 6%; with 50% employer match about $5,579 at 4% or $3,719 at 6%; with 100% employer match about $4,184 at 4% or $2,789 at 6%. |
| Soka University of America Employee Health Benefit Plan | - | 170 | - | - | - |
| 2014 | 4 | 228 | $25,486,504 | $2,821,648 | $12,376iApproximate average salary by contribution assumption: employee only about $309,391 at 4% or $206,261 at 6%; with 50% employer match about $206,261 at 4% or $137,507 at 6%; with 100% employer match about $154,696 at 4% or $103,130 at 6%. |
| Soka University 403(B) Plan | - | 228 | $17,246,232 | $2,817,635 | $12,358iApproximate average salary by contribution assumption: employee only about $308,951 at 4% or $205,967 at 6%; with 50% employer match about $205,967 at 4% or $137,312 at 6%; with 100% employer match about $154,476 at 4% or $102,984 at 6%. |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 77 | $8,236,250 | - | - |
| Soka University Emeriti Retiree Health Plan for Soka University | - | 107 | $4,022 | $4,013 | $38iApproximate average salary by contribution assumption: employee only about $938 at 4% or $625 at 6%; with 50% employer match about $625 at 4% or $417 at 6%; with 100% employer match about $469 at 4% or $313 at 6%. |
| Soka University of America Employee Health Benefit Plan | - | 168 | - | - | - |
| 2013 | 1 | 169 | $14,808,941 | $2,092,663 | $12,383iApproximate average salary by contribution assumption: employee only about $309,566 at 4% or $206,377 at 6%; with 50% employer match about $206,377 at 4% or $137,585 at 6%; with 100% employer match about $154,783 at 4% or $103,189 at 6%. |
| Soka University 403(B) Plan | - | 169 | $14,808,941 | $2,092,663 | $12,383iApproximate average salary by contribution assumption: employee only about $309,566 at 4% or $206,377 at 6%; with 50% employer match about $206,377 at 4% or $137,585 at 6%; with 100% employer match about $154,783 at 4% or $103,189 at 6%. |
| 2012 | 2 | 158 | $19,288,782 | $2,873,254 | $18,185iApproximate average salary by contribution assumption: employee only about $454,629 at 4% or $303,086 at 6%; with 50% employer match about $303,086 at 4% or $202,057 at 6%; with 100% employer match about $227,314 at 4% or $151,543 at 6%. |
| Soka University 403(B) Plan | - | 158 | $11,563,724 | $2,873,254 | $18,185iApproximate average salary by contribution assumption: employee only about $454,629 at 4% or $303,086 at 6%; with 50% employer match about $303,086 at 4% or $202,057 at 6%; with 100% employer match about $227,314 at 4% or $151,543 at 6%. |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 139 | $7,725,058 | - | - |
| 2011 | 1 | 151 | $7,300,874 | $111,025 | $735iApproximate average salary by contribution assumption: employee only about $18,382 at 4% or $12,254 at 6%; with 50% employer match about $12,254 at 4% or $8,170 at 6%; with 100% employer match about $9,191 at 4% or $6,127 at 6%. |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 151 | $7,300,874 | $111,025 | $735iApproximate average salary by contribution assumption: employee only about $18,382 at 4% or $12,254 at 6%; with 50% employer match about $12,254 at 4% or $8,170 at 6%; with 100% employer match about $9,191 at 4% or $6,127 at 6%. |
| 2010 | 1 | 151 | $7,253,306 | $0 | - |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 151 | $7,253,306 | - | - |
| 2009 | 1 | 151 | $6,148,488 | $1,049,037 | $6,947iApproximate average salary by contribution assumption: employee only about $173,682 at 4% or $115,788 at 6%; with 50% employer match about $115,788 at 4% or $77,192 at 6%; with 100% employer match about $86,841 at 4% or $57,894 at 6%. |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 151 | $6,148,488 | $1,049,037 | $6,947iApproximate average salary by contribution assumption: employee only about $173,682 at 4% or $115,788 at 6%; with 50% employer match about $115,788 at 4% or $77,192 at 6%; with 100% employer match about $86,841 at 4% or $57,894 at 6%. |
| 2008 | 1 | 142 | $4,931,094 | $1,107,625 | $7,800iApproximate average salary by contribution assumption: employee only about $195,004 at 4% or $130,003 at 6%; with 50% employer match about $130,003 at 4% or $86,669 at 6%; with 100% employer match about $97,502 at 4% or $65,001 at 6%. |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 142 | $4,931,094 | $1,107,625 | $7,800iApproximate average salary by contribution assumption: employee only about $195,004 at 4% or $130,003 at 6%; with 50% employer match about $130,003 at 4% or $86,669 at 6%; with 100% employer match about $97,502 at 4% or $65,001 at 6%. |
| 2007 | 1 | 140 | $0 | $0 | - |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 140 | - | - | - |
| 2006 | 1 | 140 | $4,901,278 | $841,144 | $6,008iApproximate average salary by contribution assumption: employee only about $150,204 at 4% or $100,136 at 6%; with 50% employer match about $100,136 at 4% or $66,757 at 6%; with 100% employer match about $75,102 at 4% or $50,068 at 6%. |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 140 | $4,901,278 | $841,144 | $6,008iApproximate average salary by contribution assumption: employee only about $150,204 at 4% or $100,136 at 6%; with 50% employer match about $100,136 at 4% or $66,757 at 6%; with 100% employer match about $75,102 at 4% or $50,068 at 6%. |
| 2005 | 1 | 158 | $3,820,922 | $827,110 | $5,235iApproximate average salary by contribution assumption: employee only about $130,872 at 4% or $87,248 at 6%; with 50% employer match about $87,248 at 4% or $58,165 at 6%; with 100% employer match about $65,436 at 4% or $43,624 at 6%. |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 158 | $3,820,922 | $827,110 | $5,235iApproximate average salary by contribution assumption: employee only about $130,872 at 4% or $87,248 at 6%; with 50% employer match about $87,248 at 4% or $58,165 at 6%; with 100% employer match about $65,436 at 4% or $43,624 at 6%. |
| 2004 | 1 | 169 | $3,231,456 | $815,792 | $4,827iApproximate average salary by contribution assumption: employee only about $120,679 at 4% or $80,453 at 6%; with 50% employer match about $80,453 at 4% or $53,635 at 6%; with 100% employer match about $60,340 at 4% or $40,226 at 6%. |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 169 | $3,231,456 | $815,792 | $4,827iApproximate average salary by contribution assumption: employee only about $120,679 at 4% or $80,453 at 6%; with 50% employer match about $80,453 at 4% or $53,635 at 6%; with 100% employer match about $60,340 at 4% or $40,226 at 6%. |
| 2003 | 1 | 134 | $0 | $0 | - |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 134 | - | - | - |
| 2002 | 1 | 138 | $0 | $0 | - |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 138 | - | - | - |
| 2001 | 1 | 120 | $0 | $0 | - |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 120 | - | - | - |
| 2000 | 1 | 90 | $0 | $0 | - |
| SOKA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 90 | - | - | - |