Other · DOL Form 5500 · 2022
Sanford Burnham Prebys Medical Discovery Institute Retirement Plan
Data updated 2026-08-11
- $168M
- Total assets
- 401
- Participants
- 95th
- Percentile by assets
- $418,640
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $168M
- total plan assets (2022 EOY)
- 401
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $418,640
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
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)
| 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.
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan assets move in 2022? ▼
How have Sanford Burnham Prebys Medical Discovery Institute plan assets changed over time? ▼
Where does Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan? ▼
Next read for Sanford Burnham Prebys Medical Discovery…
Scale reading
Ways to act on Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan's numbers.
- By total assets, Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Sanford Burnham Prebys Medical Discovery Institute's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans