Profit Sharing · DOL Form 5500 · 2023

Segerstom Center for the Arts Profit Sharing Plan

Data updated 2026-08-11

$22M
Total assets
670
Participants
74th
Percentile by assets
$32,531
Avg per participant
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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.

  • 74th percentile by assets (of 127,072 plans)
  • #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.

$22M
total plan assets (2023 EOY)
670
covered participants
74th
percentile by assets (of 127,072 plans)
$32,531
avg assets per participant

Where Segerstrom Center for the Arts 403(b) Retirement Plan sits 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 $2,010,000,000 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

  • 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 →

State
California
Industry
Arts, Entertainment & Recreation

Segerstom Center for the Arts across 3 plan years on file

Across the 3 plan years Segerstom Center for the Arts has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $22M, a gain of 13.0%, while reported participants moved from 527 to 665 (+26.2%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($19M).

Segerstom Center for the Arts multi-year asset trail

$19M$20M$21M$22M$23M 202220232024 $19.4M $22M ▲ +13.0%
Total plan assets by year, all Segerstom Center for the Arts plans on file
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 ($B) Participants Segerstrom Center fo…, Total assets ($B): 0.021795512 · Participants: 670Segerstrom Center fo…Intel Retirement Con…, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Con…Scpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Indus…, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Indus…Memorialcare Retirem…, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirem…Disney Retirement Sa…, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Sa…
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) Re… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Segerstrom Center for the Arts 403(b) Retirement Plan by total assets, not by location.

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).

Next read for Segerstrom Center for the Arts 403(b) Re…

Multi-year trail

Ways to act on Segerstrom Center for the Arts 403(b) Retirement 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 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.