401(k)
2023 plan-year 401(k) DOL Form 5500

The Desert Botanical Garden, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Desert Botanical Garden, Inc. · Arizona · Arts, Entertainment & Recreation

What the 2023 filing shows

The Desert Botanical Garden, Inc. 401(k) Plan holds $13M for 140 participants — about $95,305 per participant, up 19.2% over the 2023 plan year.

$13M
total plan assets (2023 EOY)
140
covered participants
$95,305
avg assets per participant
+19.2%
assets growth YoY
Total Assets (2023)
$13M
Participants
140
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About The Desert Botanical Garden, Inc. 401(k) Plan

The Desert Botanical Garden, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by The Desert Botanical Garden, Inc., headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 140 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 860136925, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2023 to $13M at year-end — a gain of 19.2%. Net assets (after liabilities) closed the year at $13M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$2M
Plan Type401(k)
Employer EIN860136925
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Desert Botanical Garden, Inc.)

Year Plans Participants Total Assets
2022 1 114 $11M
2023 1 140 $13M
2024 1 144 $15M

Nearby 401(k) Plans in Arizona

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Frequently Asked Questions

How much money is in the The Desert Botanical Garden, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, The Desert Botanical Garden, Inc. 401(k) Plan holds $13M in total assets with 140 participants. It is sponsored by The Desert Botanical Garden, Inc..
What type of plan is The Desert Botanical Garden, Inc. 401(k) Plan?
The Desert Botanical Garden, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 860136925.
Who sponsors the The Desert Botanical Garden, Inc. 401(k) Plan?
The Desert Botanical Garden, Inc. 401(k) Plan is sponsored by The Desert Botanical Garden, Inc., located in Arizona. The sponsor's EIN is 860136925 and the plan operates in the Arts, Entertainment & Recreation industry.
How did The Desert Botanical Garden, Inc. 401(k) Plan perform in 2023?
The Desert Botanical Garden, Inc. 401(k) Plan grew by 19.2% during 2023, moving from $11M to $13M in total assets. Net income was $2M.
Where can I find official filings for The Desert Botanical Garden, Inc. 401(k) Plan?
Official Form 5500 filings for The Desert Botanical Garden, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860136925 or plan name at efast.dol.gov.
How does The Desert Botanical Garden, Inc. 401(k) Plan compare to other plans?
You can compare The Desert Botanical Garden, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 860136925.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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