Profit Sharing · DOL Form 5500 · 2023

Segerstom Center for the Arts Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
670
Participants Below avg headcount
74th
Percentile by assets National rank
$32,531
Avg per participant Low balance/head
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Official DOL plan name: Segerstrom Center for the Arts 403(b) Retirement Plan · Sponsored by Segerstom Center for the Arts · California · Arts, Entertainment & Recreation

$22M in assets, 670 participants

Segerstom Center for the Arts's Segerstrom Center for the Arts 403(b) Retirement Plan reported $22M in total assets and 670 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,486 in Arts, Entertainment & Recreation (2,945 peers)

Segerstom Center for the Arts multi-year trail

Segerstom Center for the Arts's plans moved +13.0% in assets from 2022 to 2024; this filing shows Segerstrom Center for the Arts 403(b) Retirement Plan at $22M / 670 participants.

#2,486
in Arts, Entertainment & Recreation (2,945 peers)
+12.2%
assets growth YoY

Segerstrom Center for the Arts 403(b) Retirement Plan's outsized position by total assets

Segerstrom Center for the Arts 403(b) Retirement Plan vs every filed plan by assets

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

$21,795,512 Top 26% higher than 74% 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

Segerstrom Center for the Arts 403(b) Retirement 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. Segerstrom Center for the Arts 403(b) Retirement Plan sits mid-pack in the medium band (670 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Segerstrom Center for the Arts 403(b) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Segerstrom Center for the Arts 403(b) Retirement Plan reported participants rose from 527 in the plan year 2022 filing to 670 in the plan year 2023 filing.
  • Segerstrom Center for the Arts 403(b) Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237287150 · Segerstom Center for the Arts PY 2023 · Profit Sharing

Segerstrom Center for the Arts 403(b) Retirement Plan · $22M · 670 · 74th

  • RANK $22M
  • RANK 670
  • RANK 74th
  • RANK Profit Sharing
  • RANK near I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust
  • RANK ind #2486

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 →

Segerstrom Center for the Arts 403(b) Retirement Plan in the asset neighbourhood

Concern for Mental Health, Inc. Retirement PlanConcern for Mental Health, I…$22MSegerstrom Center for the Arts 403(b) Retirement PlanSegerstrom Center for the Ar…$22MI.B.E.W. Local 855 Defined Contribution Pension Plan & TrustI.B.E.W. Local 855 Defined C…$22MAccion International 403(b) Retirement PlanAccion International 403(b) …$22MBattle Ground Academy Pension PlanBattle Ground Academy Pensio…$22M
End-of-year total assets ($M) among Segerstrom Center for the Arts 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Segerstom Center for the Arts multi-year asset trail

Sponsor-wide plan assets over time

All Segerstom Center for the Arts plans reported in each filing year

Latest sponsor-wide plan assets
$22M 13.03274080785037% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $19.4M $22M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 527 $19M
2023 1 670 $22M
2024 1 665 $22M

Segerstom Center for the Arts filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN237287150
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Segerstrom Center for the Arts 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Segerstrom Center for the Arts 403(b) Retirement Plan, Total assets ($B): 0.021795512 · Participants: 670Segerstrom Center for the Arts 403(b) Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Segerstrom Center for the Arts 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Segerstrom Center for the Arts 403(b) Retirement Plan side-by-side with 3 peers →

Segerstrom Center for the Arts 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust in IN ($22M); by covered participants it is Metro Santurce Inc Dba Hospital Pavia Santurce Retirement Plan in PR (673 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (670 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 Segerstrom Center for the Arts 403(b) Retirement Plan assets move in 2023? ▼
Segerstrom Center for the Arts 403(b) Retirement Plan grew at a solid clip - up 12.2% during 2023, from $19M to $22M. Reported net income was $2M.
How have Segerstom Center for the Arts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Segerstom Center for the Arts's sponsor-wide assets grew 13.0%, from $19M to $22M.
Which Profit Sharing plans are similar in size to Segerstrom Center for the Arts 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust in IN ($22M, 1,038 participants).
Which Profit Sharing plans cover a similar participant headcount to Segerstrom Center for the Arts 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Metro Santurce Inc Dba Hospital Pavia Santurce Retirement Plan in PR (673 participants, $6M 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 237287150.

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.