Defined Benefit (Pension) · DOL Form 5500 · 2024
The Board of Trustees of the Leland Stanford Junior University Pension Plan
Data updated 2026-08-25
- $197M
- Total assets Near avg plan size
- 653
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $302,323
- Avg per participant High balance/head
Official DOL plan name: Stanford University Staff Retirement Annuity Plan · Sponsored by The Board of Trustees of the Leland Stanford Junior University · California · Educational Services
$197M in assets, 653 participants
The Board of Trustees of the Leland Stanford Junior University's Stanford University Staff Retirement Annuity Plan reported $197M in total assets and 653 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,286 in Educational Services (3,638 peers)
Where Stanford University Staff Retirement Annuity Plan sits by assets
Stanford University Staff Retirement Annuity Plan sits in the top 10% of all filed plans by assets, $197M for 653 participants (~$302,323/participant), down 5.5% in 2024.
- #3,286
- in Educational Services (3,638 peers)
- -5.5%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stanford University Staff Retirement Annuity Plan's outsized position by total assets
Stanford University Staff Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$197,416,941 Top 6% higher than 94% 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
Stanford University Staff Retirement Annuity 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. Stanford University Staff Retirement Annuity Plan sits mid-pack in the medium band (653 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stanford University Staff Retirement Annuity Plan reported net income fell from $6M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Stanford University Staff Retirement Annuity Plan reported participants fell from 723 in the plan year 2023 filing to 653 in the plan year 2024 filing.
- Stanford University Staff Retirement Annuity Plan end-of-year assets fell from $209M in the plan year 2023 filing to $197M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941156365 · The Board of Trustees of the Leland Stanford Junior University PY 2024 · Defined Benefit (Pension)
Stanford University Staff Retirement Annuity Plan · $197M · 653 · 94th
- TYPE $197M
- NET 653
- BOOK 94th
- VS-ST Defined Benefit (Pension)
- BOY near Sylvamo Pension Plan
- SCH ind #3286
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 →
Stanford University Staff Retirement Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $209M |
|---|---|
| Net Assets (End of Year) | $197M |
| Net Income | -$11M |
| Employer EIN | 941156365 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Leland Stanford Junior University)
Sponsor-wide plan assets over time
All The Board of Trustees of the Leland Stanford Junior University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.8B 33.129182656534375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 23,308 | $9.6B |
| 2023 | 2 | 22,397 | $11.2B |
| 2024 | 2 | 23,406 | $12.8B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Stanford University Staff Retirement Annuity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Sylvamo Pension Plan in TN ($197M); by covered participants it is IBEW Local Union No. 479 Pension Trust Fund in TX (653 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($197M here).
- Sylvamo Pension Plan (TN) $197M · 818
- Local 309 Wiremans Pension Trust (MO) $198M · 433
- Pension Plan of Steamfitters Pension Fund 475 (NJ) $198M · 464
- Laboratory Corporation of America Holdings Cash Balance Retirement Plan (NC) $196M · 9,540
Similar participant headcount
Nearest other-state filings by covered participants (653 participants); asset peers above are excluded.
- IBEW Local Union No. 479 Pension Trust Fund (TX) 653 · 0 off
- Iron Workers Local #397 Pension Fund (TN) 653 · 0 off
- The Retirement Plan for Employees of Bush Brothers & Company (TN) 655 · 2 off
- Lear Combined Pension Plan (MI) 655 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.