DOL Form 5500 · 2024 Plan Year

CALIFORNIA INSTITUTE OF TECHNOLOGY

CALTECH VOLUNTARY RETIREMENT PLAN

Defined ContributionCA
$2.3B
Plan Assets
11,724
Participants
2024
Plan Year
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Plan Details

Plan Name
CALTECH VOLUNTARY RETIREMENT PLAN
Sponsor
CALIFORNIA INSTITUTE OF TECHNOLOGY
Sponsor EIN
951643307
Plan Number
005
Location
PASADENA, CA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$2.3B
Participants
11,724
Filing Received
October 2, 2025
Plan Year
2024

About this Plan

CALTECH VOLUNTARY RETIREMENT PLAN is a defined contribution retirement plan sponsored by CALIFORNIA INSTITUTE OF TECHNOLOGY, headquartered in PASADENA, CA, holding approximately $2.3B in plan assets on behalf of 11,724 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).