Other · DOL Form 5500 · 2022
The Monterey Bay Aquarium Foundation Retirement Plan
Data updated 2026-08-11
- $90M
- Total assets
- 439
- Participants
- 92nd
- Percentile by assets
- $205,079
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $90M
- total plan assets (2022 EOY)
- 439
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $205,079
- avg assets per participant
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 vs the 2022 asset distribution
By assets, The Monterey Bay Aquarium Retirement Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
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)
| 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.
The Monterey Bay Aquarium Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Monterey Bay Aquarium Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Monterey Bay Aquarium Retirement Plan assets move in 2022? ▼
How have The Monterey Bay Aquarium Foundation plan assets changed over time? ▼
Where does The Monterey Bay Aquarium Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Monterey Bay Aquarium Retirement Plan? ▼
Next read for The Monterey Bay Aquarium Retirement Pla…
Scale reading
Ways to act on The Monterey Bay Aquarium Retirement Plan's numbers.
- By total assets, The Monterey Bay Aquarium Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The Monterey Bay Aquarium Foundation's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans