401(k) · DOL Form 5500 · 2023

Santa Catalina Island Conservancy 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
99
Participants Small participant base
63rd
Percentile by assets National rank
$121,389
Avg per participant Near avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Santa Catalina Island Conservancy · Sponsored by Santa Catalina Island Conservancy · California · Professional & Technical Services

$12M in assets, 99 participants

Santa Catalina Island Conservancy's 403(b) Thrift Plan of Santa Catalina Island Conservancy reported $12M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,534 in Professional & Technical Services (20,321 peers)

Santa Catalina Island Conservancy multi-year trail

Santa Catalina Island Conservancy's plans moved +37.0% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Santa Catalina Island Conservancy at $12M / 99 participants.

#12,534
in Professional & Technical Services (20,321 peers)
+19.6%
assets growth YoY

403(b) Thrift Plan of Santa Catalina Island Conservancy's mid-pack asset rank among Professional & Technical Services and all filers

403(b) Thrift Plan of Santa Catalina Island Conservancy vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,017,486 Top 37% higher than 63% of 127,068 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 2023

403(b) Thrift Plan of Santa Catalina Island Conservancy among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Santa Catalina Island Conservancy is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Santa Catalina Island Conservancy reported net income rose from -$948K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Santa Catalina Island Conservancy end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Santa Catalina Island Conservancy reported participants fell from 101 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237228407 · Santa Catalina Island Conservancy PY 2023 · 401(k)

403(b) Thrift Plan of Santa Catalina Island Conservancy · $12M · 99 · 63rd

  • ASSETS $12M
  • ASSETS 99
  • ASSETS 63rd
  • ASSETS 401(k)
  • ASSETS near Security State Bank Retirement and 401(k) Savings Plan and Trust
  • ASSETS ind #12534

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 →

403(b) Thrift Plan of Santa Catalina Island Conservancy in the asset neighbourhood

403(b) Thrift Plan of Santa Catalina Island Conservancy403(b) Thrift Plan of Santa …$12MSecurity State Bank Retirement and 401(k) Savings Plan and TrustSecurity State Bank Retireme…$12MFranklin Heating Station Hourly Employees 401(k) PlanFranklin Heating Station Hou…$12MBlachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & TrustBlachly, Tabor, Bozik & Hart…$12ME & a Markets, Inc. 401(k) Profit Sharing PlanE & a Markets, Inc. 401(k) P…$12M
End-of-year total assets ($M) among 403(b) Thrift Plan of Santa Catalina Island Conservancy and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Santa Catalina Island Conservancy multi-year asset trail

Sponsor-wide plan assets over time

All Santa Catalina Island Conservancy plans reported in each filing year

Latest sponsor-wide plan assets
$14M 37.01788346138033% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $13.8M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 101 $10M
2023 1 99 $12M
2024 1 135 $14M

Santa Catalina Island Conservancy filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN237228407
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

403(b) Thrift Plan of Santa Catalina Island Conservancy vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan of Santa Catalina Island Conservancy, Total assets ($B): 0.012017486 · Participants: 99403(b) Thrift Plan of Santa Catalina Island ConservancyWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
403(b) Thrift Plan of Santa Catalina Island Conservancy vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Santa Catalina Island Conservancy side-by-side with 3 peers →

403(b) Thrift Plan of Santa Catalina Island Conservancy's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Security State Bank Retirement and 401(k) Savings Plan and Trust in WA ($12M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan of Santa Catalina Island Conservancy assets move in 2023? ▼
403(b) Thrift Plan of Santa Catalina Island Conservancy grew sharply - up 19.6% during 2023, from $10M to $12M. Reported net income was $2M.
How have Santa Catalina Island Conservancy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Catalina Island Conservancy's sponsor-wide assets grew 37.0%, from $10M to $14M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Santa Catalina Island Conservancy? ▼
Among 401(k) plans in other states, the closest by assets is Security State Bank Retirement and 401(k) Savings Plan and Trust in WA ($12M, 87 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Santa Catalina Island Conservancy? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A in assets).

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 237228407.

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.