Other · DOL Form 5500 · 2022
The J. David Gladstone Institutes Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 502
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $87,002
- Avg per participant Below avg balance/head
Official DOL plan name: The J. David Gladstone Institutes 403(b) Tda Plan · Sponsored by The J. David Gladstone Institutes · California · Professional & Technical Services
$44M in assets, 502 participants
The J. David Gladstone Institutes's The J. David Gladstone Institutes 403(b) Tda Plan reported $44M in total assets and 502 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #18,917 in Professional & Technical Services (21,562 peers)
Where The J. David Gladstone Institutes 403(b) Tda Plan sits by assets
The J. David Gladstone Institutes 403(b) Tda Plan sits in the top quartile of all filed plans by assets, $44M for 502 participants (~$87,002/participant), down 14.1% in 2022.
- #18,917
- in Professional & Technical Services (21,562 peers)
- -14.1%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The J. David Gladstone Institutes 403(b) Tda Plan's outsized position by total assets
The J. David Gladstone Institutes 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,675,041 Top 13% higher than 87% 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 403(b) Tda 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 403(b) Tda Plan sits mid-pack in the medium band (502 participants).
EBSA filing schedule strip
Filing strip 237203666 · The J. David Gladstone Institutes PY 2022 · Other
The J. David Gladstone Institutes 403(b) Tda Plan · $44M · 502 · 87th
- 5500 $44M
- ASSETS 502
- PCT 87th
- EIN Other
- RANK near Catlin Gabel School Retirement Plan
- PHOTO ind #18917
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 403(b) Tda Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | -$7M |
| Employer EIN | 237203666 |
| Plan Effective Date | 1992-07-01 |
| 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 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
The J. David Gladstone Institutes 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Catlin Gabel School Retirement Plan in OR ($44M); by covered participants it is Susquehanna University Retirement Plan in PA (502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (502 participants); asset peers above are excluded.
- Susquehanna University Retirement Plan (PA) 502 · 0 off
- Employee Benefit Plan of American Health Management, Inc. (KY) 502 · 0 off
- 401(k) Profit Sharing Plan for Employees of Great Western Dining Service, Inc. (MO) 502 · 0 off
- Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan (PA) 501 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.