Other · DOL Form 5500 · 2023
San Jose State University Research Foundation Retirement Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 235
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $470,077
- Avg per participant High balance/head
Official DOL plan name: Sjsu Research Foundation Retirement Plan · Sponsored by San Jose State University Research Foundation · California · Educational Services
$110M in assets, 235 participants
San Jose State University Research Foundation's Sjsu Research Foundation Retirement Plan reported $110M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,213 in Educational Services (3,735 peers)
Coverage in California
Sjsu Research Foundation Retirement Plan covers 235 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $110M.
- #3,213
- in Educational Services (3,735 peers)
- +15.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Sjsu Research Foundation Retirement Plan's outsized position by total assets
Sjsu Research Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$110,468,124 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sjsu Research Foundation Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sjsu Research Foundation Retirement Plan sits mid-pack in the medium band (235 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sjsu Research Foundation Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Sjsu Research Foundation Retirement Plan end-of-year assets rose from $95M in the plan year 2022 filing to $110M in the plan year 2023 filing.
- Sjsu Research Foundation Retirement Plan reported participants rose from 209 in the plan year 2022 filing to 235 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 946017638 · San Jose State University Research Foundation PY 2023 · Other
Sjsu Research Foundation Retirement Plan · $110M · 235 · 92nd
- 5500 $110M
- 5500 235
- 5500 92nd
- 5500 Other
- 5500 near Stevenson University, Inc. Retirement Savings Plan
- 5500 ind #3213
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 →
Sjsu Research Foundation Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | $15M |
| Employer EIN | 946017638 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Jose State University Research Foundation)
Sponsor-wide plan assets over time
All San Jose State University Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 30.649269898987864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $95M |
| 2023 | 1 | 235 | $110M |
| 2024 | 1 | 234 | $125M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Sjsu Research Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Stevenson University, Inc. Retirement Savings Plan in MD ($110M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (235 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Stevenson University, Inc. Retirement Savings Plan (MD) $110M · 715
- Hospital for Special Care 403(b) Retirement Plan (CT) $110M · 1,168
- Mercy University Retirement Plan (NY) $111M · 839
- Oclc Retirement Plan (OH) $110M · 637
Similar participant headcount
Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.