Money Purchase · DOL Form 5500 · 2022
The J. David Gladstone Institutes Money Purchase Plan
Data updated 2026-08-11
- $77M
- Total assets
- 261
- Participants
- 91st
- Percentile by assets
- $296,120
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $77M
- total plan assets (2022 EOY)
- 261
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $296,120
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The J. David Gladstone Institutes Money Purchase Pension Plan reports 261 participants - about 41% of that state average ($77M EOY assets).
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)
| 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 J. David Gladstone Institutes Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The J. David Gladstone Institutes Money Purchase Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on The J. David Gladstone Institutes Money Purchase Pension Plan's numbers.
- By total assets, The J. David Gladstone Institutes Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- The J. David Gladstone Institutes's sponsor-wide assets have grown 37.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans