Defined Benefit (Pension) · DOL Form 5500 · 2023

The Scripps Research Institute Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
294
Participants Below avg headcount
87th
Percentile by assets National rank
$209,134
Avg per participant Above avg balance/head
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Official DOL plan name: The Scripps Research Institute Cash Balance Retirement Plan · Sponsored by The Scripps Research Institute · California · Professional & Technical Services

$61M in assets, 294 participants

The Scripps Research Institute's The Scripps Research Institute Cash Balance Retirement Plan reported $61M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,027 in Professional & Technical Services (20,321 peers)

Coverage in California

The Scripps Research Institute Cash Balance Retirement Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $61M.

#18,027
in Professional & Technical Services (20,321 peers)
-5.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The Scripps Research Institute Cash Balance Retirement Plan's outsized position by total assets

The Scripps Research Institute Cash Balance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$61,485,484 Top 13% higher than 87% of 127,068 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 2023

The Scripps Research Institute Cash Balance 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. The Scripps Research Institute Cash Balance Retirement Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Scripps Research Institute Cash Balance Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Scripps Research Institute Cash Balance Retirement Plan reported participants fell from 396 in the plan year 2022 filing to 294 in the plan year 2023 filing.
  • The Scripps Research Institute Cash Balance Retirement Plan end-of-year assets fell from $65M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330435954 · The Scripps Research Institute PY 2023 · Defined Benefit (Pension)

The Scripps Research Institute Cash Balance Retirement Plan · $61M · 294 · 87th

  • 5500 $61M
  • ASSETS 294
  • PCT 87th
  • EIN Defined Benefit (Pension)
  • RANK near Twin City Foods, Inc. Hourly Employees Defined Benefit Pension Plan
  • PHOTO ind #18027

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 →

The Scripps Research Institute Cash Balance Retirement Plan in the asset neighbourhood

Sharp Electronics Corporation Pension PlanSharp Electronics Corporatio…$62MIronworkers Local Union No. 167 Pension PlanIronworkers Local Union No. …$62MThe Scripps Research Institute Cash Balance Retirement PlanThe Scripps Research Institu…$61MTwin City Foods, Inc. Hourly Employees Defined Benefit Pension PlanTwin City Foods, Inc. Hourly…$61MNc Farm Bureau Co Retirement PlanNc Farm Bureau Co Retirement…$61M
End-of-year total assets ($M) among The Scripps Research Institute Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$61M
Net Income$1M
Employer EIN330435954
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Scripps Research Institute)

Sponsor-wide plan assets over time

All The Scripps Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$669M 26.65820684205893% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $529M $669M ▲ +26.7%
Year Plans Participants Total Assets
2022 4 3,471 $529M
2023 4 2,795 $587M
2024 4 3,151 $669M

Nearby Defined Benefit (Pension) Plans in California

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

The Scripps Research Institute Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Scripps Research Institute Cash Balance Retirement Plan, Total assets ($B): 0.061485484 · Participants: 294The Scripps Research Institute Cash Balance Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
The Scripps Research Institute Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare The Scripps Research Institute Cash Balance Retirement Plan side-by-side with 3 peers →

The Scripps Research Institute Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Twin City Foods, Inc. Hourly Employees Defined Benefit Pension Plan in WA ($61M); by covered participants it is Susquehanna Laborers Combined Pension Fund in PA (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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.

Frequently Asked Questions

How did The Scripps Research Institute Cash Balance Retirement Plan assets move in 2023? ▼
The Scripps Research Institute Cash Balance Retirement Plan pulled back noticeably - down 5.6% during 2023, from $65M to $61M. Reported net income was $1M.
How have The Scripps Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Scripps Research Institute's sponsor-wide assets grew 26.7%, from $529M to $669M.
Where does The Scripps Research Institute Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
The Scripps Research Institute Cash Balance Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Scripps Research Institute Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Twin City Foods, Inc. Hourly Employees Defined Benefit Pension Plan in WA ($61M, 165 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Scripps Research Institute Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Susquehanna Laborers Combined Pension Fund in PA (294 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330435954.

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.