Other · DOL Form 5500 · 2024
The J. David Gladstone Institutes Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 585
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $107,169
- Avg per participant Below avg balance/head
Official DOL plan name: The J. David Gladstone Institutes 403(b) Tda Plan · Sponsored by The J. David Gladstone Institutes · California · Professional & Technical Services
$63M in assets, 585 participants
The J. David Gladstone Institutes's The J. David Gladstone Institutes 403(b) Tda Plan reported $63M in total assets and 585 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.
- #17,663 in Professional & Technical Services (20,173 peers)
Where The J. David Gladstone Institutes 403(b) Tda Plan sits by assets
The J. David Gladstone Institutes 403(b) Tda Plan sits in the top quartile of all filed plans by assets, $63M for 585 participants (~$107,169/participant), up 16.7% in 2024.
- #17,663
- in Professional & Technical Services (20,173 peers)
- +16.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The J. David Gladstone Institutes 403(b) Tda Plan's outsized position by total assets
The J. David Gladstone Institutes 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,693,575 Top 13% higher than 87% 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 J. David Gladstone Institutes 403(b) Tda 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 J. David Gladstone Institutes 403(b) Tda Plan sits mid-pack in the medium band (585 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The J. David Gladstone Institutes 403(b) Tda Plan reported participants rose from 485 in the plan year 2023 filing to 585 in the plan year 2024 filing.
- The J. David Gladstone Institutes 403(b) Tda Plan end-of-year assets rose from $54M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- The J. David Gladstone Institutes 403(b) Tda Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237203666 · The J. David Gladstone Institutes PY 2024 · Other
The J. David Gladstone Institutes 403(b) Tda Plan · $63M · 585 · 87th
- BOOK $63M
- VS-ST 585
- BOY 87th
- SCH Other
- EBSA near American Registry of Pathology Defined Contribution Retirement Plan
- PART ind #17663
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 J. David Gladstone Institutes 403(b) Tda Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $9M |
| Employer EIN | 237203666 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The J. David Gladstone Institutes)
Sponsor-wide plan assets over time
All The J. David Gladstone Institutes plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 37.76069358362105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 832 | $122M |
| 2023 | 3 | 970 | $148M |
| 2024 | 3 | 1,093 | $169M |
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 J. David Gladstone Institutes 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is American Registry of Pathology Defined Contribution Retirement Plan in MD ($63M); by covered participants it is Care Dimensions, Inc. 403(b) Plan in MA (585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (585 participants); asset peers above are excluded.
- Care Dimensions, Inc. 403(b) Plan (MA) 585 · 0 off
- The Culinary Institute of America Defined Contribution Plan (NY) 586 · 1 off
- Jackson Park Hospital 403(b) Retirement Program (IL) 584 · 1 off
- St. Camillus Retirement Savings Plan (WI) 586 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.