Other · DOL Form 5500 · 2024
The Scripps Research Institute Retirement Plan
Data updated 2026-08-25
- $273M
- Total assets Near avg plan size
- 1,355
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $201,117
- Avg per participant Above avg balance/head
Official DOL plan name: The Scripps Research Institute Tax Sheltered Annuity Plan · Sponsored by The Scripps Research Institute · California · Professional & Technical Services
$273M in assets, 1,355 participants
The Scripps Research Institute's The Scripps Research Institute Tax Sheltered Annuity Plan reported $273M in total assets and 1,355 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,470 in Professional & Technical Services (20,173 peers)
Coverage in California
The Scripps Research Institute Tax Sheltered Annuity Plan covers 1,355 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $273M.
- #19,470
- in Professional & Technical Services (20,173 peers)
- +12.4%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
The Scripps Research Institute Tax Sheltered Annuity Plan's outsized position by total assets
The Scripps Research Institute Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$272,514,032 Top 5% higher than 95% 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
The Scripps Research Institute Tax Sheltered Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Scripps Research Institute Tax Sheltered Annuity Plan lands in the large band (1,355 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Scripps Research Institute Tax Sheltered Annuity Plan reported net income rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- The Scripps Research Institute Tax Sheltered Annuity Plan end-of-year assets rose from $242M in the plan year 2023 filing to $273M in the plan year 2024 filing.
- The Scripps Research Institute Tax Sheltered Annuity Plan reported participants rose from 1,324 in the plan year 2023 filing to 1,355 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330435954 · The Scripps Research Institute PY 2024 · Other
The Scripps Research Institute Tax Sheltered Annuity Plan · $273M · 1,355 · 95th
- PHOTO $273M
- PHOTO 1,355
- PHOTO 95th
- PHOTO Other
- PHOTO near Macalester College 403(b) Retirement Plan
- PHOTO ind #19470
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 Scripps Research Institute Tax Sheltered Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $273M |
| Net Income | $30M |
| Employer EIN | 330435954 |
| Plan Effective Date | 1967-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Scripps Research Institute)
Sponsor-wide plan assets over time
All The Scripps Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $669M 26.65820684205893% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,471 | $529M |
| 2023 | 4 | 2,795 | $587M |
| 2024 | 4 | 3,151 | $669M |
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
The Scripps Research Institute Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Macalester College 403(b) Retirement Plan in MN ($273M); by covered participants it is Endicott College DC Retirement Plan in MA (1,354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($273M here).
- Macalester College 403(b) Retirement Plan (MN) $273M · 702
- Gillette Children's Specialty Healthcare Matched Savings Retirement Plan (MN) $274M · 1,504
- The Brooklyn Hospital Center 403(b) Retirement Plan (NY) $275M · 2,096
- Simmons University Retirement Plan (MA) $270M · 731
Similar participant headcount
Nearest other-state filings by covered participants (1,355 participants); asset peers above are excluded.
- Endicott College DC Retirement Plan (MA) 1,354 · 1 off
- Bd Savings Plan for Puerto Rico Employees (PR) 1,353 · 2 off
- Goodwill Easter Seals Miami Valley 403(b) Plan (OH) 1,353 · 2 off
- The Rockefeller University Retirement Plan (NY) 1,353 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.