Defined Benefit (Pension) · DOL Form 5500 · 2023
The Board of Trustees of the Leland Stanford Junior University Pension Plan
Data updated 2026-08-25
- $209M
- Total assets Near avg plan size
- 723
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $288,976
- Avg per participant High balance/head
Official DOL plan name: Stanford University Staff Retirement Annuity Plan · Sponsored by The Board of Trustees of the Leland Stanford Junior University · California · Educational Services
$209M in assets, 723 participants
The Board of Trustees of the Leland Stanford Junior University's Stanford University Staff Retirement Annuity Plan reported $209M in total assets and 723 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.
- #3,421 in Educational Services (3,735 peers)
Where Stanford University Staff Retirement Annuity Plan sits by assets
Stanford University Staff Retirement Annuity Plan sits in the top 5% of all filed plans by assets, $209M for 723 participants (~$288,976/participant), up 2.9% in 2023.
- #3,421
- in Educational Services (3,735 peers)
- +2.9%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Stanford University Staff Retirement Annuity Plan's outsized position by total assets
Stanford University Staff Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$208,929,629 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
Stanford University Staff Retirement 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. Stanford University Staff Retirement Annuity Plan sits mid-pack in the medium band (723 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stanford University Staff Retirement Annuity Plan reported net income rose from -$83M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Stanford University Staff Retirement Annuity Plan reported participants fell from 794 in the plan year 2022 filing to 723 in the plan year 2023 filing.
- Stanford University Staff Retirement Annuity Plan end-of-year assets rose from $203M in the plan year 2022 filing to $209M in the plan year 2023 filing.
DOL schedule card
Filing strip 941156365 · The Board of Trustees of the Leland Stanford Junior University PY 2023 · Defined Benefit (Pension)
Stanford University Staff Retirement Annuity Plan · $209M · 723 · 95th
- PART $209M
- PART 723
- PART 95th
- PART Defined Benefit (Pension)
- PART near Group Pension Plan for Employees of Central Insurance Company
- PART ind #3421
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 Educational Services retirement plans → · Plans in California →
Stanford University Staff Retirement Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $203M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | $6M |
| Employer EIN | 941156365 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Leland Stanford Junior University)
Sponsor-wide plan assets over time
All The Board of Trustees of the Leland Stanford Junior University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.8B 33.129182656534375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 23,308 | $9.6B |
| 2023 | 2 | 22,397 | $11.2B |
| 2024 | 2 | 23,406 | $12.8B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Stanford University Staff Retirement Annuity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Group Pension Plan for Employees of Central Insurance Company in OH ($209M); by covered participants it is International Assoc of Heat and Frost Insulators Local 17 Pension Fund in IL (723 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($209M here).
Similar participant headcount
Nearest other-state filings by covered participants (723 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.