401(k) · DOL Form 5500 · 2022

Monterey Bay Aquarium Research Institute 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
188
Participants Below avg headcount
93rd
Percentile by assets National rank
$565,013
Avg per participant High balance/head
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Official DOL plan name: Monterey Bay Aquarium Research Institute 403(b) Plan · Sponsored by Monterey Bay Aquarium Research Institute · California · Professional & Technical Services

$106M in assets, 188 participants

Monterey Bay Aquarium Research Institute's Monterey Bay Aquarium Research Institute 403(b) Plan reported $106M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,302 in Professional & Technical Services (21,562 peers)

Coverage in California

Monterey Bay Aquarium Research Institute 403(b) Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $106M.

#20,302
in Professional & Technical Services (21,562 peers)
-17.0%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monterey Bay Aquarium Research Institute 403(b) Plan's outsized position by total assets

Monterey Bay Aquarium Research Institute 403(b) Plan vs every filed plan by assets

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

$106,222,480 Top 7% higher than 93% 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

Monterey Bay Aquarium Research Institute 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. Monterey Bay Aquarium Research Institute 403(b) Plan sits mid-pack in the medium band (188 participants).

Form 5500 schedule snapshot

Filing strip 770150580 · Monterey Bay Aquarium Research Institute PY 2022 · 401(k)

Monterey Bay Aquarium Research Institute 403(b) Plan · $106M · 188 · 93rd

  • ASSETS $106M
  • PCT 188
  • EIN 93rd
  • RANK 401(k)
  • PHOTO near Flushing Bank 401(k) Savings Plan
  • IND ind #20302

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 Professional & Technical Services retirement plans → · Plans in California →

Monterey Bay Aquarium Research Institute 403(b) Plan in the asset neighbourhood

Christie's Inc. 401(k) Savings PlanChristie's Inc. 401(k) Savin…$106MMonterey Bay Aquarium Research Institute 403(b) PlanMonterey Bay Aquarium Resear…$106MFlushing Bank 401(k) Savings PlanFlushing Bank 401(k) Savings…$106MRoseburg Forest Products Co., Carpenters Industrial Council Defined Contribution PlanRoseburg Forest Products Co.…$106MVitol Inc. 401(k) Plan$106M
End-of-year total assets ($M) among Monterey Bay Aquarium Research Institute 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$106M
Net Income-$22M
Employer EIN770150580
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Bay Aquarium Research Institute)

Sponsor-wide plan assets over time

All Monterey Bay Aquarium Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$127M 19.152894001345103% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $106M $127M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 188 $106M
2023 1 180 $124M
2024 1 201 $127M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Monterey Bay Aquarium Research Institute 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monterey Bay Aquarium Research Institute 403(b) Plan, Total assets ($B): 0.10622248 · Participants: 188Monterey Bay Aquarium Research Institute 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Monterey Bay Aquarium Research Institute 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Bay Aquarium Research Institute 403(b) Plan side-by-side with 3 peers →

Monterey Bay Aquarium Research Institute 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Flushing Bank 401(k) Savings Plan in NY ($106M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Monterey Bay Aquarium Research Institute 403(b) Plan assets move in 2022? ▼
Monterey Bay Aquarium Research Institute 403(b) Plan declined sharply - down 17.0% during 2022, from $128M to $106M. Reported net income was -$22M.
How have Monterey Bay Aquarium Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Bay Aquarium Research Institute's sponsor-wide assets grew 19.2%, from $106M to $127M.
Where does Monterey Bay Aquarium Research Institute 403(b) Plan rank by assets among Form 5500 filers? ▼
Monterey Bay Aquarium Research Institute 403(b) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Monterey Bay Aquarium Research Institute 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flushing Bank 401(k) Savings Plan in NY ($106M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Bay Aquarium Research Institute 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants, N/A 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 770150580.

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.