Other · DOL Form 5500 · 2023

The Agouron Institute Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
40th
Percentile by assets National rank
$178,606
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan · Sponsored by The Agouron Institute · California · Professional & Technical Services

$4M in assets, 22 participants

The Agouron Institute's Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan reported $4M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,576 in Professional & Technical Services (20,321 peers)

The Agouron Institute multi-year trail

The Agouron Institute's plans moved +26.7% in assets from 2022 to 2024; this filing shows Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan at $4M / 22 participants.

#7,576
in Professional & Technical Services (20,321 peers)
+14.5%
assets growth YoY

Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,929,325 40th percentile higher than 40% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan reported net income rose from -$404K in the plan year 2022 filing to $497K in the plan year 2023 filing.
  • Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953248387 · The Agouron Institute PY 2023 · Other

Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan · $4M · 22 · 40th

  • EOY $4M
  • EOY 22
  • EOY 40th
  • EOY Other
  • EOY near Centerpointe, Inc. Retirement Plan
  • EOY ind #7576

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 →

Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan in the asset neighbourhood

Agouron Institute Tiaa/Cref Defined Contribution Retirement PlanAgouron Institute Tiaa/Cref …$4MCenterpointe, Inc. Retirement PlanCenterpointe, Inc. Retiremen…$4MRainbow of Challenges, Inc. Retirement PlanRainbow of Challenges, Inc. …$4MExceptional Care for Children 403(b) PlanExceptional Care for Childre…$4M403(b) Thrift Plan of Ennis Center for Children, Inc.403(b) Thrift Plan of Ennis …$4M
End-of-year total assets ($M) among Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Agouron Institute multi-year asset trail

Sponsor-wide plan assets over time

All The Agouron Institute plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.740825820392196% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.43M $4.35M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 22 $4M
2024 1 22 $4M

The Agouron Institute filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$497K
Employer EIN953248387
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan, Total assets ($B): 0.003929325 · Participants: 22Agouron Institute Tiaa/Cref Defined Contribution Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan side-by-side with 3 peers →

Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Centerpointe, Inc. Retirement Plan in NE ($4M); by covered participants it is Stanley Total Living Center Investment Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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.

Frequently Asked Questions

How did Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan assets move in 2023? ▼
Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan grew at a solid clip - up 14.5% during 2023, from $3M to $4M. Reported net income was $497K.
How have The Agouron Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Agouron Institute's sponsor-wide assets grew 26.7%, from $3M to $4M.
Which Other plans are similar in size to Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Centerpointe, Inc. Retirement Plan in NE ($4M, 213 participants).
Which Other plans cover a similar participant headcount to Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Stanley Total Living Center Investment Plan in NC (22 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953248387.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.