Chapman University retirement plans

Chapman University, Orange, CA. EIN 95-1643992. Annual reports 2009–2024.

Chapman University has 2 active retirement plans on file. The largest is the Chapman University Defined Contribution Retirement Plan, with 3,425 participants and $269 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Chapman University's filings since 2009.

Active plans: 2
Participants: 6,557
Plan assets: $573 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Education

All 2 plans

Active plans first

Chapman University Defined Contribution Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 95-1643992
Participants (2024): 3,425
Net assets (2024): $269 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Chapman University
One University Drive
Orange, CA 92866
(714) 997-6686As filed for 2024
In effect since: June 1, 1991

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,425	$269 million	Fidelity
2023	3,215	$237 million	Fidelity
2022	3,059	$200 million	Fidelity
2021	2,927	$230 million	Fidelity
2020	3,311	$198 million	Fidelity
2019	3,694	$172 million	Fidelity
2018	3,566	$162 million	Fidelity
2017	3,311	$164 million	Fidelity
2016	3,137	$136 million	Fidelity
2015	3,056	$122 million	Fidelity
2014	3,198	$117 million	Fidelity
2013	3,180	$106 million	Fidelity
2012	3,002	$84.5 million	Fidelity
2011	2,785	$72.6 million	Fidelity
2010	2,628	$67.4 million	Fidelity
2009	2,528	$56.5 million	Fidelity

Chapman University Tax Deferred Annuity (Tda) Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 95-1643992
Participants (2024): 3,132
Net assets (2024): $304 million
Recordkeeper: Fidelity2011–2024
Plan administrator: Chapman University
One University DR
Orange, CA 92866
(714) 997-6686As filed for 2024
In effect since: June 1, 1991

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,132	$304 million	Fidelity
2023	2,713	$269 million	Fidelity
2022	2,699	$231 million	Fidelity
2021	2,697	$274 million	Fidelity
2020	2,970	$243 million	Fidelity
2019	3,019	$212 million	Fidelity
2018	3,021	$184 million	Fidelity
2017	2,823	$191 million	Fidelity
2016	2,685	$160 million	Fidelity
2015	2,559	$146 million	Fidelity
2014	2,639	$144 million	Fidelity
2013	2,710	$130 million	Fidelity
2012	3,002	$106 million	Fidelity
2011	2,785	$95.3 million	Fidelity
2010	2,628	$90.6 million	not listed
2009	2,528	$80.8 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Chapman University Defined Contribution Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((714) 997-6686). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Chapman University Defined Contribution Retirement Plan

Chapman University Tax Deferred Annuity (Tda) Retirement Plan

If you had money in one of these plans

What these numbers are

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