Defined Benefit (Pension) · DOL Form 5500 · 2024

The Scripps Research Institute Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
268
Participants Below avg headcount
87th
Percentile by assets National rank
$242,261
Avg per participant Above avg balance/head
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Official DOL plan name: The Scripps Research Institute Cash Balance Retirement Plan · Sponsored by The Scripps Research Institute · California · Professional & Technical Services

$65M in assets, 268 participants

The Scripps Research Institute's The Scripps Research Institute Cash Balance Retirement Plan reported $65M in total assets and 268 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,727 in Professional & Technical Services (20,173 peers)

Coverage in California

The Scripps Research Institute Cash Balance Retirement Plan covers 268 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $65M.

#17,727
in Professional & Technical Services (20,173 peers)
+5.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Scripps Research Institute Cash Balance Retirement Plan's outsized position by total assets

The Scripps Research Institute Cash Balance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$64,926,008 Top 13% higher than 87% of 123,620 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 2024

The Scripps Research Institute Cash Balance 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. The Scripps Research Institute Cash Balance Retirement Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Scripps Research Institute Cash Balance Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Scripps Research Institute Cash Balance Retirement Plan reported participants fell from 294 in the plan year 2023 filing to 268 in the plan year 2024 filing.
  • The Scripps Research Institute Cash Balance Retirement Plan end-of-year assets rose from $61M in the plan year 2023 filing to $65M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330435954 · The Scripps Research Institute PY 2024 · Defined Benefit (Pension)

The Scripps Research Institute Cash Balance Retirement Plan · $65M · 268 · 87th

  • BOOK $65M
  • VS-ST 268
  • BOY 87th
  • SCH Defined Benefit (Pension)
  • EBSA near Corning Hospital Pension Plan
  • PART ind #17727

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 Cash Balance Retirement Plan in the asset neighbourhood

Haynes and Boone, LLP Partners' Retirement PlanHaynes and Boone, LLP Partne…$65MThe Retirement Plan for Employees of Franklin Savings BankThe Retirement Plan for Empl…$65MThe Scripps Research Institute Cash Balance Retirement PlanThe Scripps Research Institu…$65MCorning Hospital Pension Plan$65MInt'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan AgreementInt'l Assoc. of S.M.a.R.T. W…$65M
End-of-year total assets ($M) among The Scripps Research Institute Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$65M
Net Income$3M
Employer EIN330435954
Plan Effective Date1994-01-01
Filing StatusFILING 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
$500M$550M$600M$650M$700M 202220232024 $529M $669M ▲ +26.7%
Year Plans Participants Total Assets
2022 4 3,471 $529M
2023 4 2,795 $587M
2024 4 3,151 $669M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Scripps Research Institute Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Scripps Research Institute Cash Balance Retirement Plan, Total assets ($B): 0.064926008 · Participants: 268The Scripps Research Institute Cash Balance Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
The Scripps Research Institute Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare The Scripps Research Institute Cash Balance Retirement Plan side-by-side with 3 peers →

The Scripps Research Institute Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Corning Hospital Pension Plan in PA ($65M); by covered participants it is Ascension Healthcare Legacy ERISA Pension Plan in MO (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Scripps Research Institute Cash Balance Retirement Plan assets move in 2024? ▼
The Scripps Research Institute Cash Balance Retirement Plan grew at a solid clip - up 5.6% during 2024, from $61M to $65M. Reported net income was $3M.
How have The Scripps Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Scripps Research Institute's sponsor-wide assets grew 26.7%, from $529M to $669M.
Where does The Scripps Research Institute Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
The Scripps Research Institute Cash Balance Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Scripps Research Institute Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Corning Hospital Pension Plan in PA ($65M, 360 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Scripps Research Institute Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ascension Healthcare Legacy ERISA Pension Plan in MO (268 participants, $160M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330435954.

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.