How big is Mathematical Sciences Research Institute's plan?

Mathematical Sciences Research Institute's plan reported $3.3M in assets and 26 participants for 2024.

Original filing (PDF)20250711142422NAL0010481184001

Mathematical Sciences Research Institute

Name: Mathematical Sciences Research Institute — Form 5500 Plan 003 (2024)
Creator: Mathematical Sciences Research Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mathematical Sciences Research Institute 403(b) DC Plan

403(b) retirement plan · Mathematical Sciences Research Institute's Mathematical Sciences Research Institute 403(b) DC Plan held $3.3M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Tatiana TORO signed Mathematical Sciences Research Institute's 2024 Form 5500 as plan administrator.

Tatiana TORO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mathematical Sciences Research Institute's EIN is 94-2650833.

EIN 94-2650833

Plan number 003

Plan year 2024

ACK ID 20250711142422NAL0010481184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mathematical Sciences Research Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mathematical Sciences Research Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATHEMATICAL SCIENCES RESEARCH INSTITUTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

MATHEMATICAL SCIENCES RESEARCH INSTITUTE

EIN

all filings

Address

17 GAUSS WAY · BERKELEY, CA · 94720

Phone

(510) 642-0143

Industry

Educational Services

Plan administrator