Other · DOL Form 5500 · 2024
The Board of Trustees of the Leland Stanford Junior University Retirement Plan
Data updated 2026-08-25
- $12.6B
- Total assets Mega-plan scale
- 22,753
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $552,372
- Avg per participant High balance/head
Official DOL plan name: Stanford Contributory Retirement Plan · Sponsored by The Board of Trustees of the Leland Stanford Junior University · California · Educational Services
$12.6B in assets, 22,753 participants
The Board of Trustees of the Leland Stanford Junior University's Stanford Contributory Retirement Plan reported $12.6B in total assets and 22,753 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #3,638 in Educational Services (3,638 peers)
Coverage in California
Stanford Contributory Retirement Plan covers 22,753 participants in California, 36x the typical California plan (state average ~630 per filing). Assets: $12.6B.
- #3,638
- in Educational Services (3,638 peers)
- +13.8%
- assets growth YoY
- 126×
- vs typical plan assets (national mean)
Stanford Contributory Retirement Plan's outsized position by total assets
Stanford Contributory Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,568,126,014 Highest reported value at or above every one 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
Stanford Contributory Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanford Contributory Retirement Plan is a mega filing (22,753 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stanford Contributory Retirement Plan end-of-year assets rose from $11.0B in the plan year 2023 filing to $12.6B in the plan year 2024 filing.
- Stanford Contributory Retirement Plan reported net income fell from $1.7B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
- Stanford Contributory Retirement Plan reported participants rose from 21,674 in the plan year 2023 filing to 22,753 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941156365 · The Board of Trustees of the Leland Stanford Junior University PY 2024 · Other
Stanford Contributory Retirement Plan · $12.6B · 22,753 · 100th
- EBSA $12.6B
- EBSA 22,753
- EBSA 100th
- EBSA Other
- EBSA near Mayo 403(b) Plan
- EBSA ind #3638
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 Educational Services retirement plans → · Plans in California →
Stanford Contributory Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11.0B |
|---|---|
| Net Assets (End of Year) | $12.6B |
| Net Income | $1.5B |
| Employer EIN | 941156365 |
| Plan Effective Date | 1957-04-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Leland Stanford Junior University)
Sponsor-wide plan assets over time
All The Board of Trustees of the Leland Stanford Junior University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.8B 33.129182656534375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 23,308 | $9.6B |
| 2023 | 2 | 22,397 | $11.2B |
| 2024 | 2 | 23,406 | $12.8B |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Cedars-Sinai 403b Retirement Plan $2.6B · 11,878
Scale composition for Stanford Contributory Retirement Plan
Stanford Contributory Retirement Plan reports $12.6B in end-of-year assets across 22,753 participants (0.10% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $552,372 per participant (4.0x the national average assets-per-participant) . Net income for plan year 2024 was $1.5B.
This plan identity (EIN 941156365, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.4B to $12.6B (+33.9%) while covered participants moved from 22,514 to 22,753 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,514 | $9.4B | Open filing |
| 2023 | 21,674 | $11.0B | Open filing |
| 2024 · index core | 22,753 | $12.6B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Stanford University Staff Retirement Annuity Plan (Defined Benefit (Pension), $197M, 653 participants)
Stanford Contributory Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mayo 403(b) Plan in MN ($12.8B); by covered participants it is Memorial Sloan Kettering Cancer Center Retirement Savings Plan in NY (22,606 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12.6B here).
- Mayo 403(b) Plan (MN) $12.8B · 85,933
- The Duke University Faculty and Staff Retirement Plan (NC) $11.0B · 48,377
- Northwell Health 403(b) Plan (NY) $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan (NY) $9.5B · 46,826
Similar participant headcount
Nearest other-state filings by covered participants (22,753 participants); asset peers above are excluded.
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan (NY) 22,606 · 147 off
- Mainehealth 403(b) Retirement Plan (ME) 22,911 · 158 off
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) 22,447 · 306 off
- Carpenters & Joiners Defined Contribution Plan (MN) 22,289 · 464 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.