401(k) · DOL Form 5500 · 2023
La Jolla Institute for Immunology 401(k) Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 312
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $254,996
- Avg per participant Above avg balance/head
Official DOL plan name: La Jolla Institute for Immunology Retirement Savings Plan · Sponsored by La Jolla Institute for Immunology · California · Professional & Technical Services
$80M in assets, 312 participants
La Jolla Institute for Immunology's La Jolla Institute for Immunology Retirement Savings Plan reported $80M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,469 in Professional & Technical Services (20,321 peers)
Coverage in California
La Jolla Institute for Immunology Retirement Savings Plan covers 312 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $80M.
- #18,469
- in Professional & Technical Services (20,321 peers)
- +15.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
La Jolla Institute for Immunology Retirement Savings Plan's outsized position by total assets
La Jolla Institute for Immunology Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,558,704 Top 10% higher than 90% 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
La Jolla Institute for Immunology Retirement Savings 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. La Jolla Institute for Immunology Retirement Savings Plan sits mid-pack in the medium band (312 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- La Jolla Institute for Immunology Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- La Jolla Institute for Immunology Retirement Savings Plan reported participants fell from 372 in the plan year 2022 filing to 312 in the plan year 2023 filing.
- La Jolla Institute for Immunology Retirement Savings Plan end-of-year assets rose from $69M in the plan year 2022 filing to $80M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 330328688 · La Jolla Institute for Immunology PY 2023 · 401(k)
La Jolla Institute for Immunology Retirement Savings Plan · $80M · 312 · 90th
- BOOK $80M
- VS-ST 312
- BOY 90th
- SCH 401(k)
- EBSA near Examworks 401(k) Plan
- PART ind #18469
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 →
La Jolla Institute for Immunology Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $11M |
| Employer EIN | 330328688 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (La Jolla Institute for Immunology)
Sponsor-wide plan assets over time
All La Jolla Institute for Immunology plans reported in each filing year
- Latest sponsor-wide plan assets
- $90M 30.732019173455686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 372 | $69M |
| 2023 | 1 | 312 | $80M |
| 2024 | 1 | 311 | $90M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
La Jolla Institute for Immunology Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Examworks 401(k) Plan in GA ($80M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- Examworks 401(k) Plan (GA) $80M · 2,433
- Humana Puerto Rico Retirement Savings Plan (KY) $80M · 1,171
- Community Health Association of Spokane 401(k) Plan (WA) $80M · 1,506
- Viega LLC 401(k) Plan (CO) $80M · 757
Similar participant headcount
Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.
- Power Auto Inc. 401(k) Plan (OR) 312 · 0 off
- Kennedys Cmk LLP 401(k) Profit Sharing Plan and Trust (NJ) 312 · 0 off
- Linak U.S. Inc. 401(k) Retirement Savings Plan (KY) 312 · 0 off
- Plumbers Supply Co. 401(k) Plan (KY) 312 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.