Other · DOL Form 5500 · 2023
The Scripps Research Institute Retirement Plan
Data updated 2026-08-25
- $242M
- Total assets Near avg plan size
- 1,324
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $183,119
- Avg per participant Above avg balance/head
Official DOL plan name: The Scripps Research Institute Tax Sheltered Annuity Plan · Sponsored by The Scripps Research Institute · California · Professional & Technical Services
$242M in assets, 1,324 participants
The Scripps Research Institute's The Scripps Research Institute Tax Sheltered Annuity Plan reported $242M in total assets and 1,324 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.
- #19,630 in Professional & Technical Services (20,321 peers)
Coverage in California
The Scripps Research Institute Tax Sheltered Annuity Plan covers 1,324 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $242M.
- #19,630
- in Professional & Technical Services (20,321 peers)
- +11.9%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
The Scripps Research Institute Tax Sheltered Annuity Plan's outsized position by total assets
The Scripps Research Institute Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$242,449,487 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
The Scripps Research Institute Tax Sheltered Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Scripps Research Institute Tax Sheltered Annuity Plan lands in the large band (1,324 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Scripps Research Institute Tax Sheltered Annuity Plan reported net income rose from -$71M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- The Scripps Research Institute Tax Sheltered Annuity Plan reported participants fell from 1,664 in the plan year 2022 filing to 1,324 in the plan year 2023 filing.
- The Scripps Research Institute Tax Sheltered Annuity Plan end-of-year assets rose from $217M in the plan year 2022 filing to $242M in the plan year 2023 filing.
DOL schedule card
Filing strip 330435954 · The Scripps Research Institute PY 2023 · Other
The Scripps Research Institute Tax Sheltered Annuity Plan · $242M · 1,324 · 95th
- PHOTO $242M
- PHOTO 1,324
- PHOTO 95th
- PHOTO Other
- PHOTO near Stetson University Defined Contribution Plan
- PHOTO ind #19630
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 Tax Sheltered Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $217M |
|---|---|
| Net Assets (End of Year) | $242M |
| Net Income | $26M |
| Employer EIN | 330435954 |
| Plan Effective Date | 1967-12-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,471 | $529M |
| 2023 | 4 | 2,795 | $587M |
| 2024 | 4 | 3,151 | $669M |
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
The Scripps Research Institute Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Stetson University Defined Contribution Plan in FL ($241M); by covered participants it is Center for Human Development DC Retirement Plan in MA (1,324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($242M here).
- Stetson University Defined Contribution Plan (FL) $241M · 794
- Tidalhealth 403(b) Plan (MD) $244M · 5,287
- Siena College Defined Contribution Retirement Plan (NY) $240M · 927
- Gillette Children's Specialty Healthcare Matched Savings Retirement Plan (MN) $240M · 1,453
Similar participant headcount
Nearest other-state filings by covered participants (1,324 participants); asset peers above are excluded.
- Center for Human Development DC Retirement Plan (MA) 1,324 · 0 off
- Columbia College Retirement Savings Plan (MO) 1,325 · 1 off
- 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia (VA) 1,328 · 4 off
- Regis University Defined Contribution Plan (CO) 1,329 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.