How big is The Student Union of San Jose State University's plan?

The Student Union of San Jose State University's plan reported $5.5M in assets and 54 participants for 2023.

Original filing (PDF)20250117180101NAL0013666995001

The Student Union of San Jose State University

Name: The Student Union of San Jose State University — Form 5500 Plan 002 (2023)
Creator: The Student Union of San Jose State University
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susjsu 403(b) Plan

403(b) retirement plan · The Student Union of San Jose State University's Susjsu 403(b) Plan held $5.5M in plan assets for 54 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

The Student Union of San Jose State University's EIN is 94-2830732.

EIN 94-2830732

Plan number 002

Plan year 2023

ACK ID 20250117180101NAL0013666995001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Student Union of San Jose State University from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Student Union of San Jose State University's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE STUDENT UNION OF SAN JOSE STATE UNIVERSITY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

THE STUDENT UNION OF SAN JOSE STATE UNIVERSITY

EIN

all filings

Address

STUDENT UNION BUILDING MAIN RM 2500 · 211 SOUTH 9TH STREET · SAN JOSE, CA · 951920155

Phone

(408) 924-6371

Industry

Educational Services

Plan administrator