Other · DOL Form 5500 · 2023

Santa Barbara Botanic Garden Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
76
Participants Small participant base
38th
Percentile by assets National rank
$46,958
Avg per participant Low balance/head
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Official DOL plan name: Santa Barbara Botanic Garden Retirement Plan · Sponsored by Santa Barbara Botanic Garden · California · Arts, Entertainment & Recreation

$4M in assets, 76 participants

Santa Barbara Botanic Garden's Santa Barbara Botanic Garden Retirement Plan reported $4M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,776 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Santa Barbara Botanic Garden Retirement Plan ranks #1,776 of 2,945 2023 filers by assets (778% of the sector average)-$4M for 76 participants.

#1,776
in Arts, Entertainment & Recreation (2,945 peers)
+25.5%
assets growth YoY

Santa Barbara Botanic Garden Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Santa Barbara Botanic Garden Retirement Plan vs every filed plan by assets

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

$3,568,844 38th percentile higher than 38% 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

Santa Barbara Botanic Garden Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Barbara Botanic Garden Retirement Plan is a small filing (76 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 951644628 · Santa Barbara Botanic Garden PY 2023 · Other

Santa Barbara Botanic Garden Retirement Plan · $4M · 76 · 38th

  • EBSA $4M
  • PART 76
  • TYPE 38th
  • NET Other
  • BOOK near Dream Charter School 403(b) Plan
  • VS-ST ind #1776

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 →

Santa Barbara Botanic Garden Retirement Plan in the asset neighbourhood

Santa Barbara Botanic Garden Retirement PlanSanta Barbara Botanic Garden…$4MDream Charter School 403(b) PlanDream Charter School 403(b) …$4MRed River Science & Technology, LLC Retirement PlanRed River Science & Technolo…$4MCommunity Action Agency 403(b) Retirement PlanCommunity Action Agency 403(…$4MRetirement Plan of Granite State Independent LivingRetirement Plan of Granite S…$4M
End-of-year total assets ($M) among Santa Barbara Botanic Garden Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$726K
Employer EIN951644628
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Barbara Botanic Garden)

Sponsor-wide plan assets over time

All Santa Barbara Botanic Garden plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.92822437741745% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M$5M 20232024 $3.57M $4.42M ▲ +23.8%
Year Plans Participants Total Assets
2023 1 76 $4M
2024 1 78 $4M

Nearby Other Plans in California

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

Santa Barbara Botanic Garden Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Santa Barbara Botanic Garden Retirement Plan, Total assets ($B): 0.003568844 · Participants: 76Santa Barbara Botanic Garden Retirement 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
Santa Barbara Botanic Garden Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Santa Barbara Botanic Garden Retirement Plan side-by-side with 3 peers →

Santa Barbara Botanic Garden Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Dream Charter School 403(b) Plan in NY ($4M); by covered participants it is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Santa Barbara Botanic Garden Retirement Plan assets move in 2023? ▼
Santa Barbara Botanic Garden Retirement Plan grew sharply - up 25.5% during 2023, from $3M to $4M. Reported net income was $726K.
How have Santa Barbara Botanic Garden plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Santa Barbara Botanic Garden's sponsor-wide assets grew 23.9%, from $4M to $4M.
Which Other plans are similar in size to Santa Barbara Botanic Garden Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Dream Charter School 403(b) Plan in NY ($4M, 211 participants).
Which Other plans cover a similar participant headcount to Santa Barbara Botanic Garden Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH (76 participants, $4M 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 951644628.

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.