La Jolla, CA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, La Jolla, CA has 96 loaded benefit plan(s) reported by 70 plan sponsor(s), with $3,623,591,026 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 96
- Plan sponsors
- 70
- Total reported assets (EOY)
- $3,623,591,026
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan | Scripps Clinic Medical Group, Inc. | $834,829,745 | 2023 |
| Brandes Non-U.S. Small Cap Portfolio | Brandes Investment Partners, L.P. | $459,055,824 | 2023 |
| The Salk Institute Retirement Plan | Salk Institute For Biological Studies | $299,183,898 | 2023 |
| The Scripps Research Institute Faculty And Management Retirement Plan | The Scripps Research Institute | $259,034,724 | 2023 |
| Brandes Investment Partners, L.P. 401(K) Plan | Brandes Investment Partners, L.P. | $245,286,810 | 2023 |
| The Scripps Research Institute Tax Sheltered Annuity Plan | The Scripps Research Institute | $242,449,487 | 2023 |
| Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan | Sanford Burnham Prebys Medical Discovery Institute | $196,423,860 | 2023 |
| Brandes Non-U.S. Equity Portfolio | Brandes Investment Partners, L.P. | $162,422,897 | 2023 |
| Brandes Global Small Cap Portfolio | Brandes Investment Partners, L.P. | $125,029,977 | 2023 |
| Stepstone Group Lp 401(K) Retirement Plan | Stepstone Group Lp | $82,978,442 | 2023 |
| La Jolla Country Day School Defined Contribution Retirement Plan | La Jolla Country Day School | $81,884,357 | 2023 |
| La Jolla Institute For Immunology Retirement Savings Plan | La Jolla Institute For Immunology | $79,558,704 | 2023 |
| The Bishop'S School 403(B) Plan | The Bishop'S School | $68,714,903 | 2023 |
| The Scripps Research Institute Cash Balance Retirement Plan | The Scripps Research Institute | $61,485,484 | 2023 |
| J. Craig Venter Institute, Inc. 401(K) Plan | J. Craig Venter Institute, Inc. | $45,751,135 | 2023 |
| Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan | Balboa Nephrology Medical Group, Inc. | $38,774,173 | 2023 |
| Jc Resorts LLC 401(K) Benefit Plan | Jc Resorts LLC | $28,058,943 | 2023 |
| Thekey 401(K) Plan | Thekey | $24,496,516 | 2023 |
| Tyson & Mendes Llp 401(K) Profit Sharing Plan And Trust | Tyson & Mendes Llp | $24,352,982 | 2023 |
| The Scripps Research Institute Employee Retirement Plan | The Scripps Research Institute | $23,763,315 | 2023 |
| Altium, Inc. 401(K) Plan | Altium, Inc. | $19,283,910 | 2023 |
| Succession Capital, Inc. 401(K) Plan | Succession Capital, Inc. | $16,592,981 | 2023 |
| Palomar Holdings, Inc. 401(K) Plan | Palomar Holdings, Inc | $14,789,267 | 2023 |
| Calprivate Bank 401(K) Plan | Calprivate Bank | $14,222,964 | 2023 |
| Viridos, Inc. 401(K) Retirement Plan | Viridos, Inc. | $14,212,714 | 2023 |
Largest plans in La Jolla → · La Jolla plans with financial data → · $1B+ plans in La Jolla → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Scripps Clinic Medical Group, Inc. Retirement Savings Plan (plan 003)
- Scripps Clinic Medical Group, Inc. — all reported plans
- Brandes Non-U.S. Small Cap Portfolio (plan 001)
- Brandes Investment Partners, L.P. — all reported plans
- The Salk Institute Retirement Plan (plan 001)
- Salk Institute For Biological Studies — all reported plans
- The Scripps Research Institute Faculty And Management Retirement Plan (plan 003)
- The Scripps Research Institute — all reported plans
- Brandes Investment Partners, L.P. 401(K) Plan (plan 002)
- Brandes Investment Partners, L.P. — all reported plans
- The Scripps Research Institute Tax Sheltered Annuity Plan (plan 002)
- Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan (plan 001)
- Sanford Burnham Prebys Medical Discovery Institute — all reported plans
- Brandes Non-U.S. Equity Portfolio (plan 001)
- Brandes Investment Partners, L.P. — all reported plans
- Brandes Global Small Cap Portfolio (plan 001)
- Brandes Investment Partners, L.P. — all reported plans
- Stepstone Group Lp 401(K) Retirement Plan (plan 001)
- Stepstone Group Lp — all reported plans
- La Jolla Country Day School Defined Contribution Retirement Plan (plan 001)
- La Jolla Country Day School — all reported plans
- La Jolla Institute For Immunology Retirement Savings Plan (plan 001)
- La Jolla Institute For Immunology — all reported plans
- The Bishop'S School 403(B) Plan (plan 001)
- The Bishop'S School — all reported plans
- The Scripps Research Institute Cash Balance Retirement Plan (plan 001)
- J. Craig Venter Institute, Inc. 401(K) Plan (plan 001)
- J. Craig Venter Institute, Inc. — all reported plans
- Methodology
- Data sources