Other · DOL Form 5500 · 2024
The Agouron Institute Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $197,720
- Avg per participant Above avg balance/head
Official DOL plan name: Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan · Sponsored by The Agouron Institute · California · Professional & Technical Services
$4M in assets, 22 participants
The Agouron Institute's Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan reported $4M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,435 in Professional & Technical Services (20,173 peers)
The Agouron Institute multi-year trail
The Agouron Institute's plans moved +26.7% in assets from 2022 to 2024; this filing shows Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan at $4M / 22 participants.
- #7,435
- in Professional & Technical Services (20,173 peers)
- +10.7%
- assets growth YoY
Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,349,844 40th percentile higher than 40% 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
Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan reported net income fell from $497K in the plan year 2023 filing to $421K in the plan year 2024 filing.
- Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953248387 · The Agouron Institute PY 2024 · Other
Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan · $4M · 22 · 40th
- NET $4M
- BOOK 22
- VS-ST 40th
- BOY Other
- SCH near Maharishi International University 403(b) DC Plan
- EBSA ind #7435
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 →
Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan in the asset neighbourhood
The Agouron Institute multi-year asset trail
Sponsor-wide plan assets over time
All The Agouron Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 26.740825820392196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $3M |
| 2023 | 1 | 22 | $4M |
| 2024 | 1 | 22 | $4M |
The Agouron Institute filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $421K |
| Employer EIN | 953248387 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
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
Agouron Institute Tiaa/Cref Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Maharishi International University 403(b) DC Plan in IA ($4M); by covered participants it is Tax Deferred Annuity Plan of Literacy West Ny, Inc. in NY (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.