Other · DOL Form 5500 · 2023
Sanford Burnham Prebys Medical Discovery Institute Retirement Plan
Data updated 2026-08-25
- $196M
- Total assets Near avg plan size
- 528
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $372,015
- Avg per participant High balance/head
Official DOL plan name: Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan · Sponsored by Sanford Burnham Prebys Medical Discovery Institute · California · Professional & Technical Services
$196M in assets, 528 participants
Sanford Burnham Prebys Medical Discovery Institute's Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan reported $196M in total assets and 528 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #19,486 in Professional & Technical Services (20,321 peers)
Where Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits by assets
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $196M for 528 participants (~$372,015/participant), up 17.0% in 2023.
- #19,486
- in Professional & Technical Services (20,321 peers)
- +17.0%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan's outsized position by total assets
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$196,423,860 Top 5% higher than 95% 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
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity 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. Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits mid-pack in the medium band (528 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan reported net income rose from -$26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan reported participants rose from 401 in the plan year 2022 filing to 528 in the plan year 2023 filing.
- Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan end-of-year assets rose from $168M in the plan year 2022 filing to $196M in the plan year 2023 filing.
DOL schedule card
Filing strip 510197108 · Sanford Burnham Prebys Medical Discovery Institute PY 2023 · Other
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan · $196M · 528 · 95th
- VS-ST $196M
- BOY 528
- SCH 95th
- EBSA Other
- PART near Rollins College Retirement Plan
- TYPE ind #19486
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 →
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $196M |
| Net Income | $29M |
| Employer EIN | 510197108 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sanford Burnham Prebys Medical Discovery Institute)
Sponsor-wide plan assets over time
All Sanford Burnham Prebys Medical Discovery Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $219M 30.243342683287594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 401 | $168M |
| 2023 | 1 | 528 | $196M |
| 2024 | 1 | 483 | $219M |
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
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Rollins College Retirement Plan in FL ($196M); by covered participants it is Wabash College Retirement Plan in IN (528 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($196M here).
- Rollins College Retirement Plan (FL) $196M · 2,372
- Hope College Invest Plan (MI) $196M · 1,050
- American College of Cardiology DC Retirement Plan (DC) $198M · 487
- Olathe Health System, Inc. Tsa Retirement Plan (KS) $195M · 2,326
Similar participant headcount
Nearest other-state filings by covered participants (528 participants); asset peers above are excluded.
- Wabash College Retirement Plan (IN) 528 · 0 off
- Philadelphia University Defined Contribution (PA) 528 · 0 off
- Gulf Coast Jfcs 403(b) Plan (FL) 528 · 0 off
- Memphis Goodwill Inc. 403b Retirement Plan (TN) 529 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.