Other · DOL Form 5500 · 2022

The Scripps Research Institute Retirement Plan

Data updated 2026-08-25

$217M
Total assets Near avg plan size
1,664
Participants Near avg headcount
96th
Percentile by assets National rank
$130,259
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#20,913
in Professional & Technical Services (21,562 peers)
-22.2%
assets change YoY
2.2×
vs typical plan assets (national mean)

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.

The Scripps Research Institute Tax Sheltered Annuity Plan's outsized position 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Scripps Research Institute Tax Sheltered Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Scripps Research Institute Tax Sheltered Annuity Plan lands in the large band (1,664 participants).

Plan-year Form 5500 strip

Filing strip 330435954 · The Scripps Research Institute PY 2022 · Other

The Scripps Research Institute Tax Sheltered Annuity Plan · $217M · 1,664 · 96th

  • BOOK $217M
  • VS-ST 1,664
  • BOY 96th
  • SCH Other
  • EBSA near Penn Highlands Healthcare 403(b) Plan
  • PART ind #20913

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 →

The Scripps Research Institute Tax Sheltered Annuity Plan in the asset neighbourhood

Mount Sinai Matching Contribution PlanMount Sinai Matching Contrib…$218MPublic Broadcasting Service Defined Contribution Retirement PlanPublic Broadcasting Service …$218MEmployees Supplemental Retirement Plan CEmployees Supplemental Retir…$217MThe Scripps Research Institute Tax Sheltered Annuity PlanThe Scripps Research Institu…$217MPenn Highlands Healthcare 403(b) PlanPenn Highlands Healthcare 40…$217M
End-of-year total assets ($M) among The Scripps Research Institute Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$279M
Net Assets (End of Year)$217M
Net Income-$71M
Employer EIN330435954
Plan Effective Date1967-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Scripps Research Institute)

Sponsor-wide plan assets over time

All The Scripps Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$669M 26.65820684205893% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $529M $669M ▲ +26.7%
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 Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Scripps Research Institute Tax Sheltered Annuity Plan, Total assets ($B): 0.216750247 · Participants: 1664The Scripps Research Institute Tax Sheltered Annuity PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
The Scripps Research Institute Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare The Scripps Research Institute Tax Sheltered Annuity Plan side-by-side with 3 peers →

The Scripps Research Institute Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Penn Highlands Healthcare 403(b) Plan in PA ($217M); by covered participants it is Conway Medical Center 403(b) Plan in SC (1,665 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($217M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,664 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Scripps Research Institute Tax Sheltered Annuity Plan assets move in 2022? ▼
The Scripps Research Institute Tax Sheltered Annuity Plan declined sharply - down 22.2% during 2022, from $279M to $217M. Reported net income was -$71M.
How have The Scripps Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Scripps Research Institute's sponsor-wide assets grew 26.7%, from $529M to $669M.
Where does The Scripps Research Institute Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
The Scripps Research Institute Tax Sheltered Annuity Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The Scripps Research Institute Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Penn Highlands Healthcare 403(b) Plan in PA ($217M, 3,350 participants).
Which Other plans cover a similar participant headcount to The Scripps Research Institute Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Conway Medical Center 403(b) Plan in SC (1,665 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330435954.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.