Other · DOL Form 5500 · 2022

Norton Simon Museum of Art at Pasadena Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
112
Participants Small participant base
51st
Percentile by assets National rank
$46,475
Avg per participant Low balance/head
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Official DOL plan name: The Norton Simon Museum 403(b) Plan · Sponsored by Norton Simon Museum of Art at Pasadena · California · Arts, Entertainment & Recreation

$5M in assets, 112 participants

Norton Simon Museum of Art at Pasadena's The Norton Simon Museum 403(b) Plan reported $5M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,105 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in California

The Norton Simon Museum 403(b) Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $5M.

#2,105
in Arts, Entertainment & Recreation (3,077 peers)
-21.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Norton Simon Museum 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Norton Simon Museum 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,205,191 Top 49% higher than 51% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Norton Simon Museum 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Norton Simon Museum 403(b) Plan sits mid-pack in the medium band (112 participants).

EBSA filing schedule strip

Filing strip 951644606 · Norton Simon Museum of Art at Pasadena PY 2022 · Other

The Norton Simon Museum 403(b) Plan · $5M · 112 · 51st

  • EBSA $5M
  • PART 112
  • TYPE 51st
  • NET Other
  • BOOK near Industries for the Blind and Visually Impaired, Inc. Retirement Savings Plan
  • VS-ST ind #2105

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in California →

The Norton Simon Museum 403(b) Plan in the asset neighbourhood

The Norton Simon Museum 403(b) PlanThe Norton Simon Museum 403(…$5MIndustries for the Blind and Visually Impaired, Inc. Retirement Savings PlanIndustries for the Blind and…$5MExpanded Schools Retirement PlanExpanded Schools Retirement …$5MSalemtowne Retirement Savings PlanSalemtowne Retirement Saving…$5MHonolulu Community Action Program, Inc. Retirement PlanHonolulu Community Action Pr…$5M
End-of-year total assets ($M) among The Norton Simon Museum 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN951644606
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norton Simon Museum of Art at Pasadena)

Sponsor-wide plan assets over time

All Norton Simon Museum of Art at Pasadena plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.628070895079873% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $14M $17.6M ▲ +25.7%
Year Plans Participants Total Assets
2022 2 182 $14M
2023 2 187 $16M
2024 2 207 $18M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

The Norton Simon Museum 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Norton Simon Museum 403(b) Plan, Total assets ($B): 0.005205191 · Participants: 112The Norton Simon Museum 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
The Norton Simon Museum 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare The Norton Simon Museum 403(b) Plan side-by-side with 3 peers →

The Norton Simon Museum 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Industries for the Blind and Visually Impaired, Inc. Retirement Savings Plan in WI ($5M); by covered participants it is City and Country School, Inc. Defined Contribution Retirement Plan in NY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Norton Simon Museum 403(b) Plan assets move in 2022? ▼
The Norton Simon Museum 403(b) Plan declined sharply - down 21.1% during 2022, from $7M to $5M. Reported net income was -$1M.
How have Norton Simon Museum of Art at Pasadena plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norton Simon Museum of Art at Pasadena's sponsor-wide assets grew 25.6%, from $14M to $18M.
Which Other plans are similar in size to The Norton Simon Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Industries for the Blind and Visually Impaired, Inc. Retirement Savings Plan in WI ($5M, 229 participants).
Which Other plans cover a similar participant headcount to The Norton Simon Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is City and Country School, Inc. Defined Contribution Retirement Plan in NY (112 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951644606.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.