Other · DOL Form 5500 · 2022
San Jose State University Research Foundation Retirement Plan
Data updated 2026-08-11
- $95M
- Total assets
- 209
- Participants
- 92nd
- Percentile by assets
- $456,016
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $95M
- total plan assets (2022 EOY)
- 209
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $456,016
- avg assets per participant
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.
Where Sjsu Research Foundation Retirement Plan sits 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Sjsu Research Foundation Retirement Plan reports 209 participants - about 33% of that state average ($95M EOY assets).
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)
| 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.
Sjsu Research Foundation Retirement 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 Sjsu Research Foundation Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Sjsu Research Foundation Retirement Plan assets move in 2022? ▼
How have San Jose State University Research Foundation plan assets changed over time? ▼
Where does Sjsu Research Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sjsu Research Foundation Retirement Plan? ▼
Next read for Sjsu Research Foundation Retirement Plan
Filing takeaways
Ways to act on Sjsu Research Foundation Retirement Plan's numbers.
- By total assets, Sjsu Research Foundation Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- San Jose State University Research Foundation's sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Educational Services plans