Money Purchase · DOL Form 5500 · 2022
The J. David Gladstone Institutes Money Purchase Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 261
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $296,120
- Avg per participant High balance/head
Official DOL plan name: The J. David Gladstone Institutes Money Purchase Pension Plan · Sponsored by The J. David Gladstone Institutes · California · Professional & Technical Services
$77M in assets, 261 participants
The J. David Gladstone Institutes's The J. David Gladstone Institutes Money Purchase Pension Plan reported $77M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #19,924 in Professional & Technical Services (21,562 peers)
Coverage in California
The J. David Gladstone Institutes Money Purchase Pension Plan covers 261 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $77M.
- #19,924
- in Professional & Technical Services (21,562 peers)
- -13.1%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The J. David Gladstone Institutes Money Purchase Pension Plan's outsized position by total assets
The J. David Gladstone Institutes Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$77,287,444 Top 9% higher than 91% 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
The J. David Gladstone Institutes Money Purchase Pension 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 J. David Gladstone Institutes Money Purchase Pension Plan sits mid-pack in the medium band (261 participants).
EBSA filing schedule strip
Filing strip 237203666 · The J. David Gladstone Institutes PY 2022 · Money Purchase
The J. David Gladstone Institutes Money Purchase Pension Plan · $77M · 261 · 91st
- ASSETS $77M
- ASSETS 261
- ASSETS 91st
- ASSETS Money Purchase
- ASSETS near Pipe Fitters Local Union No. 120 Annuity Fund
- ASSETS ind #19924
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 J. David Gladstone Institutes Money Purchase Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | -$12M |
| Employer EIN | 237203666 |
| Plan Effective Date | 1979-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The J. David Gladstone Institutes)
Sponsor-wide plan assets over time
All The J. David Gladstone Institutes plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 37.76069358362105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 832 | $122M |
| 2023 | 3 | 970 | $148M |
| 2024 | 3 | 1,093 | $169M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
The J. David Gladstone Institutes Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Pipe Fitters Local Union No. 120 Annuity Fund in OH ($77M); by covered participants it is Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan in MA (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Pipe Fitters Local Union No. 120 Annuity Fund (OH) $77M · 1,294
- Hays Medical Center Employee's Pension Plan (KS) $77M · 1,591
- I.B.E.W. Local Union No. 728 Annuity Fund (FL) $78M · 1,699
- John L. Loeb, Jr Associates, Inc. Employee Pension Plan (NY) $76M · 3
Similar participant headcount
Nearest other-state filings by covered participants (261 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.