Other · DOL Form 5500 · 2022
San Jose State University Research Foundation Retirement Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 209
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $456,016
- Avg per participant High balance/head
Official DOL plan name: Sjsu Research Foundation Retirement Plan · Sponsored by San Jose State University Research Foundation · California · Educational Services
$95M in assets, 209 participants
San Jose State University Research Foundation's Sjsu Research Foundation Retirement Plan reported $95M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,483 in Educational Services (4,024 peers)
Coverage in California
Sjsu Research Foundation Retirement Plan covers 209 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $95M.
- #3,483
- in Educational Services (4,024 peers)
- -14.8%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sjsu Research Foundation Retirement Plan's outsized position by total assets
Sjsu Research Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$95,307,360 Top 8% higher than 92% 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
Sjsu Research Foundation 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. Sjsu Research Foundation Retirement Plan sits mid-pack in the medium band (209 participants).
DOL schedule card
Filing strip 946017638 · San Jose State University Research Foundation PY 2022 · Other
Sjsu Research Foundation Retirement Plan · $95M · 209 · 92nd
- NET $95M
- BOOK 209
- VS-ST 92nd
- BOY Other
- SCH near Children's Hospital Pediatric Associates, Inc. Defined Contribution Retirement Plan
- EBSA ind #3483
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 Educational Services retirement plans → · Plans in California →
Sjsu Research Foundation Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | -$17M |
| Employer EIN | 946017638 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Jose State University Research Foundation)
Sponsor-wide plan assets over time
All San Jose State University Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 30.649269898987864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $95M |
| 2023 | 1 | 235 | $110M |
| 2024 | 1 | 234 | $125M |
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
Sjsu Research Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Children's Hospital Pediatric Associates, Inc. Defined Contribution Retirement Plan in MA ($95M); by covered participants it is Ray Graham Association for People with Disabilities 403b Plan in IL (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
Similar participant headcount
Nearest other-state filings by covered participants (209 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.