My Plan Facts

Employers › California

Employer · plans filed under one EIN

The Board of Trustees of the Leland Stanford Junior University

Redwood City, CA · Educational services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$12.8Bnet assets across plans
46,108participant records24,825 active
$267Memployer contributions, latest plan years$10,736 per active record
$2.6MSchedule C compensation to organisations$55.92 per participant record

The Board of Trustees of the Leland Stanford Junior University, based in Redwood City, California, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 46,108 participant records and $12.8B in net assets.

The largest is Stanford Contributory Retirement Plan, a 403(b) plan with 43,741 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $267M and participant contributions $382M in the latest plan years; benefits paid were $622M. Schedule C compensation reported to service provider organisations totalled $2.6M.

Combined net assets moved from $3.42B in 2009 to $12.8B in 2024 (up 273%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Stanford Contributory Retirement Plan403(b) plan202443,741$12.6B$287,331$11,002$1.6M
Stanford University Staff Retirement Annuity Plandefined benefit pension plan20242,367$197M$83,317$0$1.0M
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $3.42B2010: $3.81B2011: $4.35B2012: $4.85B2013: $5.63B2014: $6.03B2015: $6.06B2016: $6.56B2017: $7.64B2018: $7.31B2019: $8.78B2020: $10.0B2021: $11.3B2022: $9.59B2023: $11.2B2024: $12.8B$3.42B$12.8B20092012201620202024
Combined net assets
2009: 40,6792010: 30,2852011: 37,6102012: 36,6482013: 37,3082014: 38,2202015: 39,1072016: 42,4842017: 43,1912018: 42,5542019: 43,8232020: 42,8502021: 43,6502022: 42,7772023: 44,6292024: 46,10840,67946,10820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024246,108$12.8B$267M$382M
2023244,629$11.2B$242M$285M
2022242,777$9.59B$218M$255M
2021243,650$11.3B$200M$235M
2020242,850$10.0B$193M$219M
2019243,823$8.78B$182M$201M
2018242,554$7.31B$172M$187M
2017243,191$7.64B$164M$172M
2016242,484$6.56B$148M$160M
2015239,107$6.06B$145M$152M
2014238,220$6.03B$132M$141M
2013237,308$5.63B$120M$129M
2012236,648$4.85B$120M$119M
2011237,610$4.35B$113M$93.3M
2010230,285$3.81B$100M$81.5M
2009240,679$3.42B$97.7M$78.4M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Institutional Operations CParticipant loan processing1$838,893
MercerActuarial1$820,185
Strategic Advisors, Inc.Investment advisory (plan)1$719,560
VanguardInvestment management1$176,684
Prudential Insurance Co. of AmericaTrustee (bank, trust company, or similar financial institution)1$23,041

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Institutional Operations C$839K
Mercer$820K
Strategic Advisors, Inc.$720K
Vanguard$177K
Prudential Insurance Co. of America$23K

Questions and answers

How many retirement plans does The Board of Trustees of the Leland Stanford Junior University have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Stanford Contributory Retirement Plan and Stanford University Staff Retirement Annuity Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does The Board of Trustees of the Leland Stanford Junior University contribute to its plans?

$266,523,250 in employer contributions across these plans in their latest plan years, about $10,736 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Institutional Operations C, Mercer, Strategic Advisors, Inc. and Vanguard and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.