The Scripps Research Institute Employee Retirement Plan — Form 5500 plan (The Scripps Research Institute)
Plain-English plan 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, The Scripps Research Institute Employee Retirement Plan is a benefit plan reported by The Scripps Research Institute under EIN 33-0435954 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,515 participants and $23,763,315 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.8MPlan net assets, end of year$23,763,315
Participants1.5KCovered participants reported1,515
Assets / participant$15.7KComputed: assets ÷ participants$15,685 (computed)
Provider compensation$10.1K1 Schedule C provider row(s)$10,065
- Plan sponsor
- The Scripps Research Institute
- EIN
- 33-0435954
- Plan number
- 004
- Plan type
- 2
- Location
- La Jolla, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,515 | H, C | 20241003182220NAL0005116675001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.8M total assets
Net assets$23.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,763,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,763,315
- Net assets (BOY)
- $19,471,718
Income & contributions
- Employer contributions
- $1,830,196
- Participant contributions
- $0
- Total contributions
- $1,830,196
- Total income / additions
- $5,507,471
Expenses & distributions
- Benefits paid
- $1,205,807
- Administrative expenses
- $10,067
- Total expenses
- $1,215,874
- Net increase / (decrease)
- $4,291,597
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 100%Participant 0%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,065 | $0 | 2023 |