Other · DOL Form 5500 · 2024
San Jose State University Research Foundation Retirement Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 234
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $532,130
- Avg per participant High balance/head
Official DOL plan name: Sjsu Research Foundation Retirement Plan · Sponsored by San Jose State University Research Foundation · California · Educational Services
$125M in assets, 234 participants
San Jose State University Research Foundation's Sjsu Research Foundation Retirement Plan reported $125M in total assets and 234 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,129 in Educational Services (3,638 peers)
Coverage in California
Sjsu Research Foundation Retirement Plan covers 234 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $125M.
- #3,129
- in Educational Services (3,638 peers)
- +12.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Sjsu Research Foundation Retirement Plan's outsized position by total assets
Sjsu Research Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$124,518,370 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sjsu Research Foundation Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sjsu Research Foundation Retirement Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sjsu Research Foundation Retirement Plan end-of-year assets rose from $110M in the plan year 2023 filing to $125M in the plan year 2024 filing.
- Sjsu Research Foundation Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 946017638 · San Jose State University Research Foundation PY 2024 · Other
Sjsu Research Foundation Retirement Plan · $125M · 234 · 92nd
- ASSETS $125M
- ASSETS 234
- ASSETS 92nd
- ASSETS Other
- ASSETS near Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan
- ASSETS ind #3129
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 →
Sjsu Research Foundation Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | $14M |
| Employer EIN | 946017638 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Jose State University Research Foundation)
Sponsor-wide plan assets over time
All San Jose State University Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 30.649269898987864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $95M |
| 2023 | 1 | 235 | $110M |
| 2024 | 1 | 234 | $125M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Sjsu Research Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan in VA ($124M); by covered participants it is Saint Elizabeth University Defined Contribution Pl in NJ (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
Similar participant headcount
Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.
- Saint Elizabeth University Defined Contribution Pl (NJ) 234 · 0 off
- Netcare Corporation Tax Deferred Annuity Plan (OH) 234 · 0 off
- American International College 403(b) DC Plan (MA) 234 · 0 off
- 403(b) Thrift Plan of Aspiro, Inc. (WI) 234 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.