Other · DOL Form 5500 · 2022
The Scripps Research Institute Retirement Plan
Data updated 2026-08-11
- $217M
- Total assets
- 1,664
- Participants
- 96th
- Percentile by assets
- $130,259
- Avg per participant
Official DOL plan name: The Scripps Research Institute Tax Sheltered Annuity Plan · Sponsored by The Scripps Research Institute · California · Professional & Technical Services
$217M in assets, 1,664 participants
The Scripps Research Institute's The Scripps Research Institute Tax Sheltered Annuity Plan reported $217M in total assets and 1,664 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #20,913 in Professional & Technical Services (21,562 peers)
Coverage in California
The Scripps Research Institute Tax Sheltered Annuity Plan covers 1,664 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $217M.
- $217M
- total plan assets (2022 EOY)
- 1,664
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $130,259
- avg assets per participant
The plan reported a net loss of $71M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Scripps Research Institute Tax Sheltered Annuity Plan sits by total assets
The Scripps Research Institute Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$216,750,247 Top 4% higher than 96% 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The Scripps Research Institute Tax Sheltered Annuity Plan reports 1,664 participants - 2.6x that state average ($217M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $279M |
|---|---|
| Net Assets (End of Year) | $217M |
| Net Income | -$71M |
| Employer EIN | 330435954 |
| Plan Effective Date | 1967-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Scripps Research Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,471 | $529M |
| 2023 | 4 | 2,795 | $587M |
| 2024 | 4 | 3,151 | $669M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
The Scripps Research Institute Tax Sheltered 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 The Scripps Research Institute Tax Sheltered Annuity Plan by total assets, not by location.
- Penn Highlands Healthcare 403(b) Plan (PA) $217M · 3,350
- Employees Supplemental Retirement Plan C (OH) $217M · 1,691
- Public Broadcasting Service Defined Contribution Retirement Plan (VA) $218M · 547
- Mount Sinai Matching Contribution Plan (FL) $218M · 4,091
Frequently Asked Questions
How did The Scripps Research Institute Tax Sheltered Annuity Plan assets move in 2022? ▼
How have The Scripps Research Institute plan assets changed over time? ▼
Where does The Scripps Research Institute Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Scripps Research Institute Tax Sheltered Annuity Plan? ▼
Next read for The Scripps Research Institute Tax Shelt…
Filing takeaways
Ways to act on The Scripps Research Institute Tax Sheltered Annuity Plan's numbers.
- By total assets, The Scripps Research Institute Tax Sheltered 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
- The Scripps Research Institute's sponsor-wide assets have grown 26.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans