DOL Form 5500 · 2025 Plan Year

THE J. DAVID GLADSTONE INSTITUTES

THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN

Defined ContributionCA
$118.3M
Plan Assets
952
Participants
2025
Plan Year
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Plan Details

Plan Name
THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN
Sponsor
THE J. DAVID GLADSTONE INSTITUTES
Sponsor EIN
237203666
Plan Number
001
Location
SAN FRANCISCO, CA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$118.3M
Participants
952
Filing Received
August 27, 2026
Plan Year
2025

About this Plan

THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN is a defined contribution retirement plan sponsored by THE J. DAVID GLADSTONE INSTITUTES, headquartered in SAN FRANCISCO, CA, holding approximately $118.3M in plan assets on behalf of 952 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).