Other · DOL Form 5500 · 2023

Norton Simon Museum of Art at Pasadena Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
121
Participants Small participant base
47th
Percentile by assets National rank
$47,961
Avg per participant Low balance/head
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Official DOL plan name: The Norton Simon Museum 403(b) Plan · Sponsored by Norton Simon Museum of Art at Pasadena · California · Arts, Entertainment & Recreation

$6M in assets, 121 participants

Norton Simon Museum of Art at Pasadena's The Norton Simon Museum 403(b) Plan reported $6M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,964 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

The Norton Simon Museum 403(b) Plan covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $6M.

#1,964
in Arts, Entertainment & Recreation (2,945 peers)
+11.5%
assets growth YoY

The Norton Simon Museum 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Norton Simon Museum 403(b) Plan vs every filed plan by assets

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

$5,803,245 47th percentile higher than 47% 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

The Norton Simon Museum 403(b) 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 Norton Simon Museum 403(b) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Norton Simon Museum 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $598K in the plan year 2023 filing.
  • The Norton Simon Museum 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Norton Simon Museum 403(b) Plan reported participants rose from 112 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951644606 · Norton Simon Museum of Art at Pasadena PY 2023 · Other

The Norton Simon Museum 403(b) Plan · $6M · 121 · 47th

  • SCH $6M
  • SCH 121
  • SCH 47th
  • SCH Other
  • SCH near Carelink Community Support Services Employer Contribution Tax Sheltered Annuity
  • SCH ind #1964

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 Norton Simon Museum 403(b) Plan in the asset neighbourhood

Carelink Community Support Services Employer Contribution Tax Sheltered AnnuityCarelink Community Support S…$6MMmss 403b Plan$6MAscend Learning, Inc. 403(b) PlanAscend Learning, Inc. 403(b)…$6MThe Norton Simon Museum 403(b) PlanThe Norton Simon Museum 403(…$6MMint Museum of Art 403(b) DC PlanMint Museum of Art 403(b) DC…$6M
End-of-year total assets ($M) among The Norton Simon Museum 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$598K
Employer EIN951644606
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norton Simon Museum of Art at Pasadena)

Sponsor-wide plan assets over time

All Norton Simon Museum of Art at Pasadena plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.628070895079873% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $14M $17.6M ▲ +25.7%
Year Plans Participants Total Assets
2022 2 182 $14M
2023 2 187 $16M
2024 2 207 $18M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

The Norton Simon Museum 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Norton Simon Museum 403(b) Plan, Total assets ($B): 0.005803245 · Participants: 121The Norton Simon Museum 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The Norton Simon Museum 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare The Norton Simon Museum 403(b) Plan side-by-side with 3 peers →

The Norton Simon Museum 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in PA ($6M); by covered participants it is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 The Norton Simon Museum 403(b) Plan assets move in 2023? ▼
The Norton Simon Museum 403(b) Plan grew at a solid clip - up 11.5% during 2023, from $5M to $6M. Reported net income was $598K.
How have Norton Simon Museum of Art at Pasadena plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norton Simon Museum of Art at Pasadena's sponsor-wide assets grew 25.6%, from $14M to $18M.
Which Other plans are similar in size to The Norton Simon Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in PA ($6M, 320 participants).
Which Other plans cover a similar participant headcount to The Norton Simon Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants, $18M 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 951644606.

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.