Other · DOL Form 5500 · 2022
The Monterey Bay Aquarium Foundation Retirement Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 439
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $205,079
- Avg per participant Above avg balance/head
Official DOL plan name: The Monterey Bay Aquarium Retirement Plan · Sponsored by The Monterey Bay Aquarium Foundation · California · Arts, Entertainment & Recreation
$90M in assets, 439 participants
The Monterey Bay Aquarium Foundation's The Monterey Bay Aquarium Retirement Plan reported $90M in total assets and 439 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #2,964 in Arts, Entertainment & Recreation (3,077 peers)
Where The Monterey Bay Aquarium Retirement Plan sits by assets
The Monterey Bay Aquarium Retirement Plan sits in the top 10% of all filed plans by assets, $90M for 439 participants (~$205,079/participant), down 16.5% in 2022.
- #2,964
- in Arts, Entertainment & Recreation (3,077 peers)
- -16.5%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Monterey Bay Aquarium Retirement Plan's outsized position by total assets
The Monterey Bay Aquarium Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$90,029,653 Top 8% higher than 92% 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
The Monterey Bay Aquarium Retirement 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 Monterey Bay Aquarium Retirement Plan sits mid-pack in the medium band (439 participants).
Published 5500 schedule card
Filing strip 942487469 · The Monterey Bay Aquarium Foundation PY 2022 · Other
The Monterey Bay Aquarium Retirement Plan · $90M · 439 · 92nd
- EIN $90M
- EIN 439
- EIN 92nd
- EIN Other
- EIN near Des Moines University Defined Contribution 403(b) Plan
- EIN ind #2964
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 Monterey Bay Aquarium Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | -$18M |
| Employer EIN | 942487469 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Monterey Bay Aquarium Foundation)
Sponsor-wide plan assets over time
All The Monterey Bay Aquarium Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 16.21288932436516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 439 | $90M |
| 2023 | 1 | 489 | $100M |
| 2024 | 1 | 525 | $105M |
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
The Monterey Bay Aquarium Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Des Moines University Defined Contribution 403(b) Plan in IA ($90M); by covered participants it is Jameson Health System, Inc. 403(b) Plan in PA (439 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Des Moines University Defined Contribution 403(b) Plan (IA) $90M · 330
- Thompson Health 403b Plan (NY) $90M · 1,699
- Mcphs University Tax Deferred Annuity Plan (MA) $90M · 1,342
- Hays Medical Center Employee's Tax Deferred Annuity Plan (KS) $90M · 1,905
Similar participant headcount
Nearest other-state filings by covered participants (439 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.