Other · DOL Form 5500 · 2024
San Jose State University Research Foundation Retirement Plan
Data updated 2026-08-11
- $125M
- Total assets
- 234
- Participants
- 92nd
- Percentile by assets
- $532,130
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $125M
- total plan assets (2024 EOY)
- 234
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $532,130
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Sjsu Research Foundation Retirement Plan reports 234 participants - about 37% of that state average ($125M EOY assets).
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)
| 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.
Sjsu Research Foundation Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sjsu Research Foundation Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Sjsu Research Foundation Retirement Plan assets move in 2024? ▼
How have San Jose State University Research Foundation plan assets changed over time? ▼
Where does Sjsu Research Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sjsu Research Foundation Retirement Plan? ▼
Next read for Sjsu Research Foundation Retirement Plan
Filing takeaways
Ways to act on Sjsu Research Foundation Retirement Plan's numbers.
- By total assets, Sjsu Research Foundation Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- San Jose State University Research Foundation's sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Educational Services plans