Defined Benefit (Pension) · DOL Form 5500 · 2022

The Scripps Research Institute Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
396
Participants Below avg headcount
90th
Percentile by assets National rank
$164,522
Avg per participant Above avg balance/head
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Official DOL plan name: The Scripps Research Institute Cash Balance Retirement Plan · Sponsored by The Scripps Research Institute · California · Professional & Technical Services

$65M in assets, 396 participants

The Scripps Research Institute's The Scripps Research Institute Cash Balance Retirement Plan reported $65M in total assets and 396 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,649 in Professional & Technical Services (21,562 peers)

Where The Scripps Research Institute Cash Balance Retirement Plan sits by assets

The Scripps Research Institute Cash Balance Retirement Plan sits in the top 10% of all filed plans by assets, $65M for 396 participants (~$164,522/participant), down 18.4% in 2022.

#19,649
in Professional & Technical Services (21,562 peers)
-18.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Scripps Research Institute Cash Balance Retirement Plan's outsized position by total assets

The Scripps Research Institute Cash Balance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$65,150,682 Top 10% higher than 90% 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 Cash Balance Retirement 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. The Scripps Research Institute Cash Balance Retirement Plan sits mid-pack in the medium band (396 participants).

Plan-year Form 5500 strip

Filing strip 330435954 · The Scripps Research Institute PY 2022 · Defined Benefit (Pension)

The Scripps Research Institute Cash Balance Retirement Plan · $65M · 396 · 90th

  • RANK $65M
  • PHOTO 396
  • IND 90th
  • EOY Defined Benefit (Pension)
  • 5500 near The Retirement Benefit Plan of Sc International Services, Inc. for Off, Mgmt & Spec, and Non-Mgt Non-Union Personnel
  • ASSETS ind #19649

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 Cash Balance Retirement Plan in the asset neighbourhood

Amalgamated Sugar Company Salaried Retirement PlanAmalgamated Sugar Company Sa…$65MIBEW Local 56 Pension Plan$65MThe Scripps Research Institute Cash Balance Retirement PlanThe Scripps Research Institu…$65MThe Retirement Benefit Plan of Sc International Services, Inc. for Off, Mgmt & Spec, and Non-Mgt Non-Union PersonnelThe Retirement Benefit Plan …$65MGerdau Macsteel Pension Plan for Bargaining EmployeesGerdau Macsteel Pension Plan…$65M
End-of-year total assets ($M) among The Scripps Research Institute Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$60M
Net Income-$20M
Employer EIN330435954
Plan Effective Date1994-01-01
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 Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Scripps Research Institute Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Scripps Research Institute Cash Balance Retirement Plan, Total assets ($B): 0.065150682 · Participants: 396The Scripps Research Institute Cash Balance Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
The Scripps Research Institute Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

The Scripps Research Institute Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Retirement Benefit Plan of Sc International Services, Inc. for Off, Mgmt & Spec, and Non-Mgt Non-Union Personnel in TX ($65M); by covered participants it is Sumitomo Machinery Corporation of America Pension Plan in VA (396 participants). Same-state nearby plans are listed separately above.

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 Cash Balance Retirement Plan assets move in 2022?
The Scripps Research Institute Cash Balance Retirement Plan declined sharply - down 18.4% during 2022, from $80M to $65M. Reported net income was -$20M.
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 Cash Balance Retirement Plan rank by assets among Form 5500 filers?
The Scripps Research Institute Cash Balance Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Scripps Research Institute Cash Balance Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Benefit Plan of Sc International Services, Inc. for Off, Mgmt & Spec, and Non-Mgt Non-Union Personnel in TX ($65M, 69 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Scripps Research Institute Cash Balance Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sumitomo Machinery Corporation of America Pension Plan in VA (396 participants, $54M in assets).