Money Purchase · DOL Form 5500 · 2023
The Scripps Research Institute Money Purchase Plan
Data updated 2026-08-25
- $259M
- Total assets Near avg plan size
- 544
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $476,167
- Avg per participant High balance/head
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.
- #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.
- #19,680
- in Professional & Technical Services (20,321 peers)
- +14.0%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
The Scripps Research Institute Faculty and Management Retirement Plan's outsized position by total assets
The Scripps Research Institute Faculty and Management Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$259,034,724 Top 4% higher than 96% 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 Faculty and Management 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 Faculty and Management Retirement Plan sits mid-pack in the medium band (544 participants).
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.
Published 5500 schedule card
Filing strip 330435954 · The Scripps Research Institute PY 2023 · Money Purchase
The Scripps Research Institute Faculty and Management Retirement Plan · $259M · 544 · 96th
- EIN $259M
- EIN 544
- EIN 96th
- EIN Money Purchase
- EIN near Src, Inc. Qualified Retirement Plan
- EIN ind #19680
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 Faculty and Management Retirement Plan in the asset neighbourhood
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)
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 Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
The Scripps Research Institute Faculty and Management Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Src, Inc. Qualified Retirement Plan in NY ($257M); by covered participants it is Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan in AZ (543 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($259M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (544 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.