Money Purchase · DOL Form 5500 · 2023
The Scripps Research Institute Money Purchase Plan
Data updated 2026-08-11
- $259M
- Total assets
- 544
- Participants
- 96th
- Percentile by assets
- $476,167
- Avg per participant
Official DOL plan name: The Scripps Research Institute Faculty and Management Retirement Plan · Sponsored by The Scripps Research Institute · California · Professional & Technical Services
$259M in assets, 544 participants
The Scripps Research Institute's The Scripps Research Institute Faculty and Management Retirement Plan reported $259M in total assets and 544 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #19,680 in Professional & Technical Services (20,321 peers)
Where The Scripps Research Institute Faculty and Management Retirement Plan sits by assets
The Scripps Research Institute Faculty and Management Retirement Plan sits in the top 5% of all filed plans by assets, $259M for 544 participants (~$476,167/participant), up 14.0% in 2023.
- $259M
- total plan assets (2023 EOY)
- 544
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $476,167
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Scripps Research Institute Faculty and Management Retirement Plan reported net income rose from -$76M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- The Scripps Research Institute Faculty and Management Retirement Plan end-of-year assets rose from $227M in the plan year 2022 filing to $259M in the plan year 2023 filing.
- The Scripps Research Institute Faculty and Management Retirement Plan reported participants fell from 610 in the plan year 2022 filing to 544 in the plan year 2023 filing.
The Scripps Research Institute Faculty and Management Retirement Plan vs the 2023 asset distribution
By assets, The Scripps Research Institute Faculty and Management Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $259M |
| Net Income | $32M |
| Employer EIN | 330435954 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Scripps Research Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,471 | $529M |
| 2023 | 4 | 2,795 | $587M |
| 2024 | 4 | 3,151 | $669M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
The Scripps Research Institute Faculty and Management Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Scripps Research Institute Faculty and Management Retirement Plan by total assets, not by location.
- Src, Inc. Qualified Retirement Plan (NY) $257M · 1,211
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $263M · 2,120
- Bowdoin College Retirement Plan (ME) $255M · 860
- Local Union No 306 IBEW Pension Annuity Plan (OH) $263M · 1,121
Frequently Asked Questions
How did The Scripps Research Institute Faculty and Management Retirement Plan assets move in 2023? ▼
How have The Scripps Research Institute plan assets changed over time? ▼
Where does The Scripps Research Institute Faculty and Management Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The Scripps Research Institute Faculty and Management Retirement Plan? ▼
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Scale reading
Ways to act on The Scripps Research Institute Faculty and Management Retirement Plan's numbers.
- By total assets, The Scripps Research Institute Faculty and Management Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- The Scripps Research Institute's sponsor-wide assets have grown 26.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans