Defined Benefit (Pension) · DOL Form 5500 · 2022

The Board of Trustees of the Leland Stanford Junior University Pension Plan

Data updated 2026-08-25

$203M
Total assets Near avg plan size
794
Participants Near avg headcount
96th
Percentile by assets National rank
$255,796
Avg per participant Above avg balance/head
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Official DOL plan name: Stanford University Staff Retirement Annuity Plan · Sponsored by The Board of Trustees of the Leland Stanford Junior University · California · Educational Services

$203M in assets, 794 participants

The Board of Trustees of the Leland Stanford Junior University's Stanford University Staff Retirement Annuity Plan reported $203M in total assets and 794 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,730 in Educational Services (4,024 peers)

Where Stanford University Staff Retirement Annuity Plan sits by assets

Stanford University Staff Retirement Annuity Plan sits in the top 5% of all filed plans by assets, $203M for 794 participants (~$255,796/participant), down 29.0% in 2022.

#3,730
in Educational Services (4,024 peers)
-29.0%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $83M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stanford University Staff Retirement Annuity Plan's outsized position by total assets

Stanford University Staff Retirement Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$203,102,416 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Stanford University Staff Retirement Annuity 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. Stanford University Staff Retirement Annuity Plan sits mid-pack in the medium band (794 participants).

EBSA filing schedule strip

Filing strip 941156365 · The Board of Trustees of the Leland Stanford Junior University PY 2022 · Defined Benefit (Pension)

Stanford University Staff Retirement Annuity Plan · $203M · 794 · 96th

  • 5500 $203M
  • ASSETS 794
  • PCT 96th
  • EIN Defined Benefit (Pension)
  • RANK near Swift Pension Plan
  • PHOTO ind #3730

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 University Staff Retirement Annuity Plan in the asset neighbourhood

Stanford University Staff Retirement Annuity PlanStanford University Staff Re…$203MSwift Pension Plan$203MNorthwest Bank Pension Plan$203MWellington Management Company LLP Defined Benefit PlanWellington Management Compan…$203MFreight Drivers and Helpers Local Union No. 557 Pension PlanFreight Drivers and Helpers …$203M
End-of-year total assets ($M) among Stanford University Staff Retirement Annuity Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$286M
Net Assets (End of Year)$203M
Net Income-$83M
Employer EIN941156365
Plan Effective Date1949-01-01
Filing StatusFILING 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
$9B$10B$11B$12B$13B$14B 202220232024 $9.59B $12.8B ▲ +33.2%
Year Plans Participants Total Assets
2022 2 23,308 $9.6B
2023 2 22,397 $11.2B
2024 2 23,406 $12.8B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stanford University Staff Retirement Annuity Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Stanford University Staff Retirement Annuity Plan, Total assets ($B): 0.203102416 · Participants: 794Stanford University Staff Retirement Annuity PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Stanford University Staff Retirement Annuity Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Stanford University Staff Retirement Annuity Plan side-by-side with 3 peers →

Stanford University Staff Retirement Annuity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Swift Pension Plan in VA ($203M); by covered participants it is Cit Group, Inc. Retirement Plan in NC (794 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($203M here).

Similar participant headcount

Nearest other-state filings by covered participants (794 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.

Frequently Asked Questions

How did Stanford University Staff Retirement Annuity Plan assets move in 2022? ▼
Stanford University Staff Retirement Annuity Plan declined sharply - down 29.0% during 2022, from $286M to $203M. Reported net income was -$83M.
How have The Board of Trustees of the Leland Stanford Junior University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Trustees of the Leland Stanford Junior University's sponsor-wide assets grew 33.1%, from $9.6B to $12.8B.
Where does Stanford University Staff Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
Stanford University Staff Retirement Annuity Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Stanford University Staff Retirement Annuity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swift Pension Plan in VA ($203M, 234 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stanford University Staff Retirement Annuity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cit Group, Inc. Retirement Plan in NC (794 participants, $316M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941156365.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.