Other · DOL Form 5500 · 2023
American Conservatory Theater Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 54
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $134,540
- Avg per participant Near avg balance/head
Official DOL plan name: American Conservatory Theater 403(b) DC and Tda Plans · Sponsored by American Conservatory Theater · California · Arts, Entertainment & Recreation
$7M in assets, 54 participants
American Conservatory Theater's American Conservatory Theater 403(b) DC and Tda Plans reported $7M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,057 in Arts, Entertainment & Recreation (2,945 peers)
American Conservatory Theater multi-year trail
American Conservatory Theater's plans moved +32.1% in assets from 2022 to 2024; this filing shows American Conservatory Theater 403(b) DC and Tda Plans at $7M / 54 participants.
- #2,057
- in Arts, Entertainment & Recreation (2,945 peers)
- +18.5%
- assets growth YoY
American Conservatory Theater 403(b) DC and Tda Plans's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
American Conservatory Theater 403(b) DC and Tda Plans vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,265,171 Top 48% higher than 52% 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
American Conservatory Theater 403(b) DC and Tda Plans among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Conservatory Theater 403(b) DC and Tda Plans is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Conservatory Theater 403(b) DC and Tda Plans reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- American Conservatory Theater 403(b) DC and Tda Plans end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- American Conservatory Theater 403(b) DC and Tda Plans reported participants rose from 48 in the plan year 2022 filing to 54 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 946135772 · American Conservatory Theater PY 2023 · Other
American Conservatory Theater 403(b) DC and Tda Plans · $7M · 54 · 52nd
- 5500 $7M
- ASSETS 54
- PCT 52nd
- EIN Other
- RANK near Applewild School 403(b) Plan
- PHOTO ind #2057
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 →
American Conservatory Theater 403(b) DC and Tda Plans in the asset neighbourhood
American Conservatory Theater multi-year asset trail
Sponsor-wide plan assets over time
All American Conservatory Theater plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 32.11418274639367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $6M |
| 2023 | 1 | 54 | $7M |
| 2024 | 1 | 52 | $8M |
American Conservatory Theater filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 946135772 |
| Plan Effective Date | 2001-09-01 |
| Filing Status | FILING RECEIVED |
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
American Conservatory Theater 403(b) DC and Tda Plans's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Applewild School 403(b) Plan in MA ($7M); by covered participants it is Newhaven Counseling and Health Services 403(b) Plan in AR (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (54 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.