Scripps Research Institute pension plans

The Scripps Research Institute, La Jolla, CA. EIN 33-0435954. Annual reports 2009–2024.

The Scripps Research Institute has 4 active retirement plans on file. The largest is the The Scripps Research Institute Tax Sheltered Annuity Plan, with 4,041 participants and $273 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 4
Participants: 8,430
Plan assets: $669 million
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Professional services

All 4 plans

Active plans first

The Scripps Research Institute Tax Sheltered Annuity Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 33-0435954
Participants (2024): 4,041
Net assets (2024): $273 million
Recordkeeper: Fidelity2009–2024
Plan administrator: The Scripps Research Institute
10550 N Torrey Pines Road
La Jolla, CA 92037
(858) 784-9213As filed for 2024
In effect since: December 1, 1967

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,041	$273 million	Fidelity
2023	2,650	$242 million	Fidelity
2022	2,519	$217 million	Fidelity
2021	2,709	$279 million	Fidelity
2020	2,630	$250 million	Fidelity
2019	2,603	$216 million	Fidelity
2018	2,520	$177 million	Fidelity
2017	2,519	$190 million	Fidelity
2016	2,589	$163 million	Fidelity
2015	2,633	$161 million	Fidelity
2014	2,672	$169 million	Fidelity
2013	2,785	$165 million	Fidelity
2012	2,771	$139 million	Fidelity
2011	2,865	$121 million	Fidelity
2010	2,863	$116 million	Fidelity
2009	3,828	$102 million	Fidelity

The Scripps Research Institute Employee Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 33-0435954
Participants (2024): 1,879
Net assets (2024): $27.7 million
Recordkeeper: Fidelity2014–2024
Plan administrator: The Scripps Research Institute
10550 North Torrey Pines Road
La Jolla, CA 92037
(858) 784-1000As filed for 2024
In effect since: January 1, 2014

Year by year, 2014 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,879	$27.7 million	Fidelity
2023	1,780	$23.8 million	Fidelity
2022	1,515	$19.5 million	Fidelity
2021	1,525	$24.2 million	Fidelity
2020	1,520	$20.9 million	Fidelity
2019	1,510	$16.9 million	Fidelity
2018	1,419	$11.5 million	Fidelity
2017	1,266	$11.0 million	Fidelity
2016	1,513	$7.7 million	Fidelity
2015	1,420	$5.2 million	Fidelity
2014	1,347	$2.8 million	Fidelity

The Scripps Research Institute Cash Balance Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 33-0435954
Participants (2024): 1,517
Net assets (2024): $64.9 million
Last listed administrator: Brown Brothers Harriman2021–2022
Plan administrator: The Scripps Research Institute
10550 North Torrey Pines Road
La Jolla, CA 92037
(858) 784-8300As filed for 2024
In effect since: January 1, 1994

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,517	$64.9 million	not listed
2023	1,542	$61.5 million	not listed
2022	1,573	$60.2 million	Brown Brothers Harriman
2021	1,654	$79.8 million	Brown Brothers Harriman
2020	1,699	$76.1 million	not listed
2019	1,750	$68.1 million	not listed
2018	1,802	$59.5 million	not listed
2017	1,858	$64.5 million	not listed
2016	1,953	$60.6 million	not listed
2015	2,012	$58.2 million	not listed
2014	2,143	$62.0 million	not listed
2013	2,351	$57.6 million	not listed
2012	2,426	$57.1 million	not listed
2011	2,370	$47.8 million	not listed
2010	2,323	$49.9 million	not listed
2009	2,254	$43.1 million	not listed

The Scripps Research Institute Faculty and Management Retirement Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 33-0435954
Participants (2024): 993
Net assets (2024): $304 million
Recordkeeper: Fidelity2009–2024
Plan administrator: The Scripps Research Institute
10550 N. Torrey Pines RD, TPC11
La Jolla, CA 92037
(858) 784-9213As filed for 2024
In effect since: January 1, 1996

Earlier plan names: The Scripps Research Institute Faculty and Management Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	993	$304 million	Fidelity
2023	988	$259 million	Fidelity
2022	925	$227 million	Fidelity
2021	912	$304 million	Fidelity
2020	883	$271 million	Fidelity
2019	866	$228 million	Fidelity
2018	836	$189 million	Fidelity
2017	656	$200 million	Fidelity
2016	755	$167 million	Fidelity
2015	755	$161 million	Fidelity
2014	760	$163 million	Fidelity
2013	760	$153 million	Fidelity
2012	718	$127 million	Fidelity
2011	711	$111 million	Fidelity
2010	699	$106 million	Fidelity
2009	690	$90.4 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The Scripps Research Institute Tax Sheltered Annuity Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((858) 784-9213). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

The Scripps Research Institute Tax Sheltered Annuity Plan

The Scripps Research Institute Employee Retirement Plan

The Scripps Research Institute Cash Balance Retirement Plan

The Scripps Research Institute Faculty and Management Retirement Plan

If you had money in one of these plans

What these numbers are

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