Money Purchase · DOL Form 5500 · 2023
The J. David Gladstone Institutes Money Purchase Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 392
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $235,785
- Avg per participant Above avg balance/head
Official DOL plan name: The J. David Gladstone Institutes Money Purchase Pension Plan · Sponsored by The J. David Gladstone Institutes · California · Professional & Technical Services
$92M in assets, 392 participants
The J. David Gladstone Institutes's The J. David Gladstone Institutes Money Purchase Pension Plan reported $92M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #18,679 in Professional & Technical Services (20,321 peers)
Where The J. David Gladstone Institutes Money Purchase Pension Plan sits by assets
The J. David Gladstone Institutes Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $92M for 392 participants (~$235,785/participant), up 19.6% in 2023.
- #18,679
- in Professional & Technical Services (20,321 peers)
- +19.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
The J. David Gladstone Institutes Money Purchase Pension Plan's outsized position by total assets
The J. David Gladstone Institutes Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$92,427,800 Top 9% higher than 91% 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 J. David Gladstone Institutes Money Purchase Pension 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 J. David Gladstone Institutes Money Purchase Pension Plan sits mid-pack in the medium band (392 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The J. David Gladstone Institutes Money Purchase Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- The J. David Gladstone Institutes Money Purchase Pension Plan reported participants rose from 261 in the plan year 2022 filing to 392 in the plan year 2023 filing.
- The J. David Gladstone Institutes Money Purchase Pension Plan end-of-year assets rose from $77M in the plan year 2022 filing to $92M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 237203666 · The J. David Gladstone Institutes PY 2023 · Money Purchase
The J. David Gladstone Institutes Money Purchase Pension Plan · $92M · 392 · 91st
- SCH $92M
- SCH 392
- SCH 91st
- SCH Money Purchase
- SCH near University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan
- SCH ind #18679
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 J. David Gladstone Institutes Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | $15M |
| Employer EIN | 237203666 |
| Plan Effective Date | 1979-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The J. David Gladstone Institutes)
Sponsor-wide plan assets over time
All The J. David Gladstone Institutes plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 37.76069358362105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 832 | $122M |
| 2023 | 3 | 970 | $148M |
| 2024 | 3 | 1,093 | $169M |
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 J. David Gladstone Institutes Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan in WV ($93M); by covered participants it is F N F Construction, Inc. Davis-Bacon Retirement Plan in AZ (392 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
Similar participant headcount
Nearest other-state filings by covered participants (392 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.