Santa Clara University, Santa Clara, CA. EIN 94-1156617. Annual reports 2009–2025.
Santa Clara University has 3 active retirement plans on file. The largest is the Retirement Plan for Faculty Members of Santa Clara University. No traditional pension plan appears in Santa Clara University's filings since 2009.
Santa Clara University 500 El Camino Real Santa Clara, CA 95053 (408) 554-4392As filed for 2024
In effect since
January 1, 1997
Earlier plan names: Santa Clara University 403(b) Plan; Santa Clara University Tax-Deferred Annunity Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
2,770
$460 million
Fidelity
2023
2,908
$401 million
Fidelity
2022
3,299
$343 million
Fidelity
2021
3,115
$416 million
Fidelity
2020
2,722
$368 million
Fidelity
2019
2,829
$324 million
Fidelity
2018
2,418
$269 million
Fidelity
2017
2,379
$276 million
Fidelity
2016
2,205
$237 million
Fidelity
2015
3,508
$218 million
Fidelity
2014
2,918
$214 million
Fidelity
2013
2,609
$197 million
Fidelity
2012
2,319
$163 million
Fidelity
2011
2,713
$142 million
Fidelity
2010
3,002
$141 million
Fidelity
2009
3,342
$123 million
not listed
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Santa Clara 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 ((408) 551-1934). That number was filed for 2025; 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.