Other · DOL Form 5500 · 2023
The J. David Gladstone Institutes Retirement Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 485
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $110,775
- Avg per participant Below avg balance/head
Official DOL plan name: The J. David Gladstone Institutes 403(b) Tda Plan · Sponsored by The J. David Gladstone Institutes · California · Professional & Technical Services
$54M in assets, 485 participants
The J. David Gladstone Institutes's The J. David Gladstone Institutes 403(b) Tda Plan reported $54M in total assets and 485 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #17,737 in Professional & Technical Services (20,321 peers)
Where The J. David Gladstone Institutes 403(b) Tda Plan sits by assets
The J. David Gladstone Institutes 403(b) Tda Plan sits in the top quartile of all filed plans by assets, $54M for 485 participants (~$110,775/participant), up 23.0% in 2023.
- #17,737
- in Professional & Technical Services (20,321 peers)
- +23.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The J. David Gladstone Institutes 403(b) Tda Plan's outsized position by total assets
The J. David Gladstone Institutes 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,725,650 Top 14% higher than 86% 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 403(b) Tda 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 403(b) Tda Plan sits mid-pack in the medium band (485 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The J. David Gladstone Institutes 403(b) Tda Plan reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- The J. David Gladstone Institutes 403(b) Tda Plan end-of-year assets rose from $44M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- The J. David Gladstone Institutes 403(b) Tda Plan reported participants fell from 502 in the plan year 2022 filing to 485 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237203666 · The J. David Gladstone Institutes PY 2023 · Other
The J. David Gladstone Institutes 403(b) Tda Plan · $54M · 485 · 86th
- EBSA $54M
- PART 485
- TYPE 86th
- NET Other
- BOOK near Modern Language Association Defined Contribution Retirement Plan
- VS-ST ind #17737
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 403(b) Tda Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $10M |
| Employer EIN | 237203666 |
| Plan Effective Date | 1992-07-01 |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- 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
The J. David Gladstone Institutes 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Modern Language Association Defined Contribution Retirement Plan in NY ($54M); by covered participants it is The University of Findlay Defined Contribution Retirement Plan in OH (485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Modern Language Association Defined Contribution Retirement Plan (NY) $54M · 94
- Unity Health Care, Inc. 403(b) Plan (DC) $54M · 913
- Miss Porter's School 403(b) Retirement Plan (CT) $54M · 181
- Mdrc Savings Plan (NY) $54M · 331
Similar participant headcount
Nearest other-state filings by covered participants (485 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.