Scripps Research Institute 403(b) match, vesting and fees
What Scripps Research Institute's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Scripps Research Institute: employer contribution per participant | $263 | |
| Peer median | $2,556 |
| Scripps Research Institute: average balance | $125,006 | |
| Peer median | $100,166 |
| Scripps Research Institute: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $279M at the end of plan year 2021 to $273M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,041 | $273M | $573K | $263 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 2,650 | $242M | $555K | $270 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 2,519 | $217M | $497K | $260 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 2,709 | $279M | $705K | $373 | 0.06% | Not published | Form 5500 ↗ |
Other Scripps Research Institute plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Scripps Research Institute Employee Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The Scripps Research Institute Faculty and Management Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The Scripps Research Institute Cash Balance Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Scripps Research Institute match 401(k) contributions?
The match terms for the The Scripps Research Institute Tax Sheltered Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $573K in employer contributions, about $263 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Scripps Research Institute 401(k) match vested?
The vesting schedule for the The Scripps Research Institute Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Scripps Research Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Scripps Research Institute.
I left Scripps Research Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Scripps Research Institute, (858) 784-9213) or the recordkeeper, Fidelity Investments Institutional. The Scripps Research Institute old 401(k) page lists the contacts from every plan filing. Find an old Scripps Research Institute 401(k)
Data from the public Form 5500 annual reports Scripps Research Institute filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Scripps Research Institute. Not financial advice. Report a correction · Methodology