Other · DOL Form 5500 · 2022
San Diego Society of Natural History Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $39,284
- Avg per participant Low balance/head
Official DOL plan name: San Diego Society of Natural History Retirement Plan · Sponsored by San Diego Society of Natural History · California · Arts, Entertainment & Recreation
$4M in assets, 93 participants
San Diego Society of Natural History's San Diego Society of Natural History Retirement Plan reported $4M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #1,918 in Arts, Entertainment & Recreation (3,077 peers)
2022 asset change
San Diego Society of Natural History Retirement Plan pulled back noticeably 10.3% in 2022 ($4M → $4M) for 93 participants.
- #1,918
- in Arts, Entertainment & Recreation (3,077 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $420K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Diego Society of Natural History Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
San Diego Society of Natural History Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,653,455 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
San Diego Society of Natural History Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Diego Society of Natural History Retirement Plan is a small filing (93 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 951643375 · San Diego Society of Natural History PY 2022 · Other
San Diego Society of Natural History Retirement Plan · $4M · 93 · 44th
- NET $4M
- BOOK 93
- VS-ST 44th
- BOY Other
- SCH near Evergreen Homes 403b Plan
- EBSA ind #1918
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 →
San Diego Society of Natural History Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$420K |
| Employer EIN | 951643375 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
San Diego Society of Natural History Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Evergreen Homes 403b Plan in PA ($4M); by covered participants it is Jones Center for Families, Inc. Defined Contribution Plan in AR (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.