Other · DOL Form 5500 · 2022
The Board of Trustees of the Leland Stanford Junior University Retirement Plan
Data updated 2026-08-25
- $9.4B
- Total assets Very large vs avg
- 22,514
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $416,884
- Avg per participant High balance/head
Official DOL plan name: Stanford Contributory Retirement Plan · Sponsored by The Board of Trustees of the Leland Stanford Junior University · California · Educational Services
$9.4B in assets, 22,514 participants
The Board of Trustees of the Leland Stanford Junior University's Stanford Contributory Retirement Plan reported $9.4B in total assets and 22,514 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #4,024 in Educational Services (4,024 peers)
Coverage in California
Stanford Contributory Retirement Plan covers 22,514 participants in California, 36x the typical California plan (state average ~630 per filing). Assets: $9.4B.
- #4,024
- in Educational Services (4,024 peers)
- -15.0%
- assets change YoY
- 94×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.7B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stanford Contributory Retirement Plan's outsized position by total assets
Stanford Contributory Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,385,736,560 Highest reported value at or above every one 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
Stanford Contributory Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanford Contributory Retirement Plan is a mega filing (22,514 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 941156365 · The Board of Trustees of the Leland Stanford Junior University PY 2022 · Other
Stanford Contributory Retirement Plan · $9.4B · 22,514 · 100th
- SCH $9.4B
- SCH 22,514
- SCH 100th
- SCH Other
- SCH near Mayo 403(b) Plan
- SCH ind #4024
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 →
Stanford Contributory Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11.0B |
|---|---|
| Net Assets (End of Year) | $9.4B |
| Net Income | -$1.7B |
| Employer EIN | 941156365 |
| Plan Effective Date | 1957-04-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Leland Stanford Junior University)
Sponsor-wide plan assets over time
All The Board of Trustees of the Leland Stanford Junior University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.8B 33.129182656534375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 23,308 | $9.6B |
| 2023 | 2 | 22,397 | $11.2B |
| 2024 | 2 | 23,406 | $12.8B |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Cedars-Sinai Health System 403b Retirement Plan $1.9B · 10,975
Scale composition for Stanford Contributory Retirement Plan
Stanford Contributory Retirement Plan reports $9.4B in end-of-year assets across 22,514 participants (0.076% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $416,884 per participant (3.0x the national average assets-per-participant) . Net income for plan year 2022 was -$1.7B.
This plan identity (EIN 941156365, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.4B to $12.6B (+33.9%) while covered participants moved from 22,514 to 22,753 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,514 | $9.4B | This page |
| 2023 | 21,674 | $11.0B | Open filing |
| 2024 · index core | 22,753 | $12.6B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Stanford Contributory Retirement Plan (Other, $12.6B, 22,753 participants)
- Stanford University Staff Retirement Annuity Plan (Defined Benefit (Pension), $197M, 653 participants)
Stanford Contributory Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mayo 403(b) Plan in MN ($9.5B); by covered participants it is Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan in CT (22,661 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.4B here).
- Mayo 403(b) Plan (MN) $9.5B · 80,932
- Northwell Health 403(b) Plan (NY) $8.3B · 47,348
- The Duke University Faculty and Staff Retirement Plan (NC) $7.6B · 43,924
- The Mount Sinai Medical Center 403(b) Retirement Plan (NY) $7.3B · 30,163
Similar participant headcount
Nearest other-state filings by covered participants (22,514 participants); asset peers above are excluded.
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) 22,661 · 147 off
- Geisinger System Services Tax Sheltered Annuity Program (PA) 22,777 · 263 off
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) 22,860 · 346 off
- The Driscoll Children's Health Employer Matching and Retirement Plan (TX) 23,190 · 676 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.