401(k) · DOL Form 5500 · 2023

Monterey Bay Aquarium Research Institute 401(k) Plan

Data updated 2026-08-11

$124M
Total assets
180
Participants
93rd
Percentile by assets
$689,288
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$124M
total plan assets (2023 EOY)
180
covered participants
93rd
percentile by assets (of 127,072 plans)
$689,288
avg assets per participant

Where Monterey Bay Aquarium Research Institute 403(b) Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Monterey Bay Aquarium Research Institute 403(b) Plan reports 180 participants - about 29% of that state average ($124M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$124M
Net Income$18M
Employer EIN770150580
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Bay Aquarium Research Institute)

$100M$110M$120M$130M 202220232024 $106M $127M ▲ +19.2%
Total plan assets by year, all Monterey Bay Aquarium Research Institute plans on file
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.

Monterey Bay Aquarium Research Institute 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monterey Bay Aquariu…, Total assets ($B): 0.124071832 · Participants: 180Monterey Bay Aquariu…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Monterey Bay Aquarium Research Institute 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Bay Aquarium Research Institute… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Monterey Bay Aquarium Research Institute 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Monterey Bay Aquarium Research Institute 403(b) Plan assets move in 2023? ▼
Monterey Bay Aquarium Research Institute 403(b) Plan grew sharply - up 16.8% during 2023, from $106M to $124M. Reported net income was $18M.
How have Monterey Bay Aquarium Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Bay Aquarium Research Institute's sponsor-wide assets grew 19.2%, from $106M to $127M.
Where does Monterey Bay Aquarium Research Institute 403(b) Plan rank by assets among Form 5500 filers? ▼
Monterey Bay Aquarium Research Institute 403(b) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Monterey Bay Aquarium Research Institute 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Founders Federal Credit Union Defined Contribution Plan in SC ($124M, 765 participants).

Next read for Monterey Bay Aquarium Research Institute…

Filing takeaways

Ways to act on Monterey Bay Aquarium Research Institute 403(b) Plan's numbers.

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 770150580.

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.