Money Purchase · DOL Form 5500 · 2024

The J. David Gladstone Institutes Money Purchase Plan

Data updated 2026-08-11

$104M
Total assets: 408
Participants: 91st
Percentile by assets: $254,699
Avg per participant

Official DOL plan name: The J. David Gladstone Institutes Money Purchase Pension Plan · Sponsored by The J. David Gladstone Institutes · California · Professional & Technical Services

$104M in assets, 408 participants

The J. David Gladstone Institutes's The J. David Gladstone Institutes Money Purchase Pension Plan reported $104M in total assets and 408 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 123,622 plans)
#18,527 in Professional & Technical Services (20,173 peers)

Where The J. David Gladstone Institutes Money Purchase Pension Plan sits by assets

The J. David Gladstone Institutes Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $104M for 408 participants (~$254,699/participant), up 12.4% in 2024.

$104M
total plan assets (2024 EOY): 408
covered participants: 91st
percentile by assets (of 123,622 plans): $254,699
avg assets per participant

The J. David Gladstone Institutes Money Purchase Pension Plan reported net income fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
The J. David Gladstone Institutes Money Purchase Pension Plan end-of-year assets rose from $92M in the plan year 2023 filing to $104M in the plan year 2024 filing.
The J. David Gladstone Institutes Money Purchase Pension Plan reported participants rose from 392 in the plan year 2023 filing to 408 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Professional & Technical Services

The J. David Gladstone Institutes Money Purchase Pension Plan vs the 2024 asset distribution

By assets, The J. David Gladstone Institutes Money Purchase Pension Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$92M
Net Assets (End of Year)	$104M
Net Income	$11M
Employer EIN	237203666
Plan Effective Date	1979-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The J. David Gladstone Institutes)

Total plan assets by year, all The J. David Gladstone Institutes plans on file

Year	Plans	Participants	Total Assets
2022	3	832	$122M
2023	3	970	$148M
2024	3	1,093	$169M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The J. David Gladstone Institutes Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032

Compare The J. David Gladstone Institutes Money … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to The J. David Gladstone Institutes Money Purchase Pension Plan by total assets, not by location.

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust (WA) $104M · 333
Bricklayers Local No. 8 and Employers Pension Plan (MO) $104M · 526
Armstrong & Teasdale Pension Plan (MO) $105M · 244
Gas Technology Institute Retirement Plan (IL) $103M · 278

Frequently Asked Questions

How did The J. David Gladstone Institutes Money Purchase Pension Plan assets move in 2024? ▼

The J. David Gladstone Institutes Money Purchase Pension Plan grew at a solid clip - up 12.4% during 2024, from $92M to $104M. Reported net income was $11M.

How have The J. David Gladstone Institutes plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The J. David Gladstone Institutes's sponsor-wide assets grew 37.8%, from $122M to $169M.

Where does The J. David Gladstone Institutes Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼

The J. David Gladstone Institutes Money Purchase Pension Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to The J. David Gladstone Institutes Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust in WA ($104M, 333 participants).

Next read for The J. David Gladstone Institutes Money …

Scale reading

Ways to act on The J. David Gladstone Institutes Money Purchase Pension Plan's numbers.

By total assets, The J. David Gladstone Institutes Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
The J. David Gladstone Institutes's sponsor-wide assets have grown 37.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 237203666.