Other · DOL Form 5500 · 2024
Sanford Burnham Prebys Medical Discovery Institute Retirement Plan
Data updated 2026-08-11
- $219M
- Total assets
- 483
- Participants
- 95th
- Percentile by assets
- $452,682
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $219M
- total plan assets (2024 EOY)
- 483
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $452,682
- avg assets per participant
Where Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan sits 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
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.
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan vs the 2024 asset distribution
By assets, Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan assets move in 2024? ▼
How have Sanford Burnham Prebys Medical Discovery Institute plan assets changed over time? ▼
Where does Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan? ▼
Next read for Sanford Burnham Prebys Medical Discovery…
Scale reading
Ways to act on Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan's numbers.
- By total assets, Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Sanford Burnham Prebys Medical Discovery Institute's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans