401(k) · DOL Form 5500 · 2023
Monterey Bay Aquarium Research Institute 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 180
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $689,288
- Avg per participant High balance/head
Official DOL plan name: Monterey Bay Aquarium Research Institute 403(b) Plan · Sponsored by Monterey Bay Aquarium Research Institute · California · Professional & Technical Services
$124M in assets, 180 participants
Monterey Bay Aquarium Research Institute's Monterey Bay Aquarium Research Institute 403(b) Plan reported $124M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,059 in Professional & Technical Services (20,321 peers)
Coverage in California
Monterey Bay Aquarium Research Institute 403(b) Plan covers 180 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $124M.
- #19,059
- in Professional & Technical Services (20,321 peers)
- +16.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Monterey Bay Aquarium Research Institute 403(b) Plan's outsized position by total assets
Monterey Bay Aquarium Research Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$124,071,832 Top 7% higher than 93% 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
Monterey Bay Aquarium Research Institute 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. Monterey Bay Aquarium Research Institute 403(b) Plan sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monterey Bay Aquarium Research Institute 403(b) Plan reported net income rose from -$22M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Monterey Bay Aquarium Research Institute 403(b) Plan end-of-year assets rose from $106M in the plan year 2022 filing to $124M in the plan year 2023 filing.
- Monterey Bay Aquarium Research Institute 403(b) Plan reported participants fell from 188 in the plan year 2022 filing to 180 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 770150580 · Monterey Bay Aquarium Research Institute PY 2023 · 401(k)
Monterey Bay Aquarium Research Institute 403(b) Plan · $124M · 180 · 93rd
- SCH $124M
- SCH 180
- SCH 93rd
- SCH 401(k)
- SCH near Founders Federal Credit Union Defined Contribution Plan
- SCH ind #19059
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 →
Monterey Bay Aquarium Research Institute 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $18M |
| Employer EIN | 770150580 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monterey Bay Aquarium Research Institute)
Sponsor-wide plan assets over time
All Monterey Bay Aquarium Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 19.152894001345103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $106M |
| 2023 | 1 | 180 | $124M |
| 2024 | 1 | 201 | $127M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Monterey Bay Aquarium Research Institute 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Founders Federal Credit Union Defined Contribution Plan in SC ($124M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Founders Federal Credit Union Defined Contribution Plan (SC) $124M · 765
- Csc Serviceworks, Inc. 401(k) Plan (NY) $124M · 2,275
- Zenith American Solutions, Inc. Retirement Savings 401(k) Plan (FL) $124M · 1,515
- Bose Mckinney & Evans Retirement Plan (IN) $124M · 179
Similar participant headcount
Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.
- Hass-Anderson Construction Profit Sharing 401(k) Plan (TX) 180 · 0 off
- Rndc Shared Services LLC (WA) 180 · 0 off
- Ocean Bio-Chem, Inc. 401(k) Plan (FL) 180 · 0 off
- Founders 401(k) Profit Sharing Plan (NY) 180 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.