Money Purchase · DOL Form 5500 · 2024
The J. David Gladstone Institutes Money Purchase Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 408
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $254,699
- Avg per participant Above avg balance/head
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.
- #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.
- #18,527
- in Professional & Technical Services (20,173 peers)
- +12.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
The J. David Gladstone Institutes Money Purchase Pension Plan's outsized position by total assets
The J. David Gladstone Institutes Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$103,917,163 Top 9% higher than 91% 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 Money Purchase Pension 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 Money Purchase Pension Plan sits mid-pack in the medium band (408 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 237203666 · The J. David Gladstone Institutes PY 2024 · Money Purchase
The J. David Gladstone Institutes Money Purchase Pension Plan · $104M · 408 · 91st
- BOOK $104M
- VS-ST 408
- BOY 91st
- SCH Money Purchase
- EBSA near Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust
- PART ind #18527
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 Money Purchase Pension Plan in the asset neighbourhood
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)
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 Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
The J. David Gladstone Institutes Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust in WA ($104M); by covered participants it is Boys & Girls Clubs of Chicago 401(k) Plan in IL (408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
Similar participant headcount
Nearest other-state filings by covered participants (408 participants); asset peers above are excluded.
- Boys & Girls Clubs of Chicago 401(k) Plan (IL) 408 · 0 off
- Indiana Members Credit Union Pension Plan (IN) 410 · 2 off
- Painters and Allied Trades Local 1959 Retirement Plan (WA) 406 · 2 off
- Roofers Union Local No. 70 Pension Plan (MI) 413 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.