Other · DOL Form 5500 · 2024
Sanford Burnham Prebys Medical Discovery Institute Retirement Plan
Data updated 2026-08-25
- $219M
- Total assets Near avg plan size
- 483
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $452,682
- Avg per participant High balance/head
Official DOL plan name: Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan · Sponsored by Sanford Burnham Prebys Medical Discovery Institute · California · Professional & Technical Services
$219M in assets, 483 participants
Sanford Burnham Prebys Medical Discovery Institute's Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan reported $219M in total assets and 483 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,327 in Professional & Technical Services (20,173 peers)
Where Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits by assets
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $219M for 483 participants (~$452,682/participant), up 11.3% in 2024.
- #19,327
- in Professional & Technical Services (20,173 peers)
- +11.3%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan's outsized position by total assets
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$218,645,514 Top 5% higher than 95% 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
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred 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. Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits mid-pack in the medium band (483 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan reported net income fell from $29M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan end-of-year assets rose from $196M in the plan year 2023 filing to $219M in the plan year 2024 filing.
- Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan reported participants fell from 528 in the plan year 2023 filing to 483 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 510197108 · Sanford Burnham Prebys Medical Discovery Institute PY 2024 · Other
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan · $219M · 483 · 95th
- PCT $219M
- PCT 483
- PCT 95th
- PCT Other
- PCT near Uva Community Health Retirement Plan
- PCT ind #19327
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 →
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $196M |
|---|---|
| Net Assets (End of Year) | $219M |
| Net Income | $22M |
| Employer EIN | 510197108 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sanford Burnham Prebys Medical Discovery Institute)
Sponsor-wide plan assets over time
All Sanford Burnham Prebys Medical Discovery Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $219M 30.243342683287594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 401 | $168M |
| 2023 | 1 | 528 | $196M |
| 2024 | 1 | 483 | $219M |
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
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Uva Community Health Retirement Plan in VA ($219M); by covered participants it is Saint Francis University Retirement Plan in PA (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($219M here).
- Uva Community Health Retirement Plan (VA) $219M · 2,975
- Rollins College Retirement Plan (FL) $218M · 1,055
- St. John's Riverside Hospital 403(b) Retirement Plan (NY) $218M · 2,272
- Sturdy Memorial 403(b) Plan (MA) $218M · 2,064
Similar participant headcount
Nearest other-state filings by covered participants (483 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.