Other · DOL Form 5500 · 2023
The Board of Trustees of the Leland Stanford Junior University Retirement Plan
Data updated 2026-08-25
- $11.0B
- Total assets Mega-plan scale
- 21,674
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $509,365
- Avg per participant High balance/head
Official DOL plan name: Stanford Contributory Retirement Plan · Sponsored by The Board of Trustees of the Leland Stanford Junior University · California · Educational Services
$11.0B in assets, 21,674 participants
The Board of Trustees of the Leland Stanford Junior University's Stanford Contributory Retirement Plan reported $11.0B in total assets and 21,674 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #3,735 in Educational Services (3,735 peers)
Coverage in California
Stanford Contributory Retirement Plan covers 21,674 participants in California, 34x the typical California plan (state average ~630 per filing). Assets: $11.0B.
- #3,735
- in Educational Services (3,735 peers)
- +17.6%
- assets growth YoY
- 111×
- vs typical plan assets (national mean)
Stanford Contributory Retirement Plan's outsized position by total assets
Stanford Contributory Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,039,978,863 Highest reported value at or above every one 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 Contributory Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanford Contributory Retirement Plan is a mega filing (21,674 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stanford Contributory Retirement Plan reported net income rose from -$1.7B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
- Stanford Contributory Retirement Plan end-of-year assets rose from $9.4B in the plan year 2022 filing to $11.0B in the plan year 2023 filing.
- Stanford Contributory Retirement Plan reported participants fell from 22,514 in the plan year 2022 filing to 21,674 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 941156365 · The Board of Trustees of the Leland Stanford Junior University PY 2023 · Other
Stanford Contributory Retirement Plan · $11.0B · 21,674 · 100th
- PCT $11.0B
- PCT 21,674
- PCT 100th
- PCT Other
- PCT near Mayo 403(b) Plan
- PCT ind #3735
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 Contributory Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9.4B |
|---|---|
| Net Assets (End of Year) | $11.0B |
| Net Income | $1.7B |
| Employer EIN | 941156365 |
| Plan Effective Date | 1957-04-18 |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Cedars-Sinai Health System 403b Retirement Plan $2.2B · 10,989
Scale composition for Stanford Contributory Retirement Plan
Stanford Contributory Retirement Plan reports $11.0B in end-of-year assets across 21,674 participants (0.090% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $509,365 per participant (3.7x the national average assets-per-participant) . Net income for plan year 2023 was $1.7B.
This plan identity (EIN 941156365, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.4B to $12.6B (+33.9%) while covered participants moved from 22,514 to 22,753 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,514 | $9.4B | Open filing |
| 2023 | 21,674 | $11.0B | This page |
| 2024 · index core | 22,753 | $12.6B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Stanford Contributory Retirement Plan (Other, $12.6B, 22,753 participants)
- Stanford University Staff Retirement Annuity Plan (Defined Benefit (Pension), $197M, 653 participants)
Stanford Contributory Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mayo 403(b) Plan in MN ($11.2B); by covered participants it is Mainehealth 403(b) Retirement Plan in ME (22,008 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11.0B here).
- Mayo 403(b) Plan (MN) $11.2B · 84,098
- Northwell Health 403(b) Plan (NY) $9.9B · 48,676
- The Duke University Faculty and Staff Retirement Plan (NC) $9.0B · 44,809
- The Mount Sinai Medical Center 403(b) Retirement Plan (NY) $8.5B · 30,241
Similar participant headcount
Nearest other-state filings by covered participants (21,674 participants); asset peers above are excluded.
- Mainehealth 403(b) Retirement Plan (ME) 22,008 · 334 off
- Prisma Health 401(a) Plan (SC) 21,235 · 439 off
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) 22,121 · 447 off
- Harvard University Tax Deferred Annuity Plan (MA) 21,064 · 610 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.