Other · DOL Form 5500 · 2022
Sanford Burnham Prebys Medical Discovery Institute Retirement Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 401
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $418,640
- Avg per participant High balance/head
Official DOL plan name: Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan · Sponsored by Sanford Burnham Prebys Medical Discovery Institute · California · Professional & Technical Services
$168M in assets, 401 participants
Sanford Burnham Prebys Medical Discovery Institute's Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan reported $168M in total assets and 401 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #20,728 in Professional & Technical Services (21,562 peers)
Where Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits by assets
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $168M for 401 participants (~$418,640/participant), down 13.5% in 2022.
- #20,728
- in Professional & Technical Services (21,562 peers)
- -13.5%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan's outsized position by total assets
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$167,874,618 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits mid-pack in the medium band (401 participants).
Published 5500 schedule card
Filing strip 510197108 · Sanford Burnham Prebys Medical Discovery Institute PY 2022 · Other
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan · $168M · 401 · 95th
- 5500 $168M
- ASSETS 401
- PCT 95th
- EIN Other
- RANK near The Driscoll Children's Health 403(b) Retirement Plan
- PHOTO ind #20728
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | -$26M |
| Employer EIN | 510197108 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sanford Burnham Prebys Medical Discovery Institute)
Sponsor-wide plan assets over time
All Sanford Burnham Prebys Medical Discovery Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $219M 30.243342683287594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 401 | $168M |
| 2023 | 1 | 528 | $196M |
| 2024 | 1 | 483 | $219M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Driscoll Children's Health 403(b) Retirement Plan in TX ($168M); by covered participants it is Glenwood Inc. 403(b) Plan in AL (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- The Driscoll Children's Health 403(b) Retirement Plan (TX) $168M · 2,580
- Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan (OH) $168M · 468
- Natural Resources Defense Council Tax Deferred Annuity Retirement Plan (NY) $168M · 650
- Shepherd Center 403(b) Retirement Savings Plan (GA) $168M · 1,816
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Glenwood Inc. 403(b) Plan (AL) 401 · 0 off
- Spanish Peaks Healthcare Systems 403(b) Plan (CO) 401 · 0 off
- John Fitzgibbon Memorial Hospital Section 403b Retirement Plan (MO) 401 · 0 off
- Harrisburg Medical Center Retirement Plan (IL) 401 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.