Other · DOL Form 5500 · 2023
The Huntington Library, Art Museum, and Botanical Gardens Retirement Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 515
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $169,151
- Avg per participant Above avg balance/head
Official DOL plan name: The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan · Sponsored by The Huntington Library, Art Museum, and Botanical Gardens · California · Arts, Entertainment & Recreation
$87M in assets, 515 participants
The Huntington Library, Art Museum, and Botanical Gardens's The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan reported $87M in total assets and 515 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #2,801 in Arts, Entertainment & Recreation (2,945 peers)
Where The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan sits by assets
The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan sits in the top 10% of all filed plans by assets, $87M for 515 participants (~$169,151/participant), up 15.5% in 2023.
- #2,801
- in Arts, Entertainment & Recreation (2,945 peers)
- +15.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan's outsized position by total assets
The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,112,826 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan sits mid-pack in the medium band (515 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan end-of-year assets rose from $75M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan reported participants rose from 466 in the plan year 2022 filing to 515 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951644589 · The Huntington Library, Art Museum, and Botanical Gardens PY 2023 · Other
The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan · $87M · 515 · 90th
- IND $87M
- IND 515
- IND 90th
- IND Other
- IND near Gica Multiple Employer Plan
- IND ind #2801
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 Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $12M |
| Employer EIN | 951644589 |
| Plan Effective Date | 1931-12-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Huntington Library, Art Museum, and Botanical Gardens)
Sponsor-wide plan assets over time
All The Huntington Library, Art Museum, and Botanical Gardens plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 29.371299848536342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 466 | $75M |
| 2023 | 1 | 515 | $87M |
| 2024 | 1 | 543 | $98M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Gica Multiple Employer Plan in GA ($87M); by covered participants it is The Ohio Masonic Home 403(b) Retirement Savings Plan in OH (515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- Gica Multiple Employer Plan (GA) $87M · 755
- Uab Medicine Enterprise 403(b) Retirement Plan (AL) $87M · 543
- Virginia Hospital Center 403(b) Plan (VA) $87M · 525
- Centerlight Health System 403(b) Retirement Plan (NY) $87M · 1,229
Similar participant headcount
Nearest other-state filings by covered participants (515 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.