401(k) · DOL Form 5500 · 2023

Old Globe Theatre 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
86
Participants Small participant base
54th
Percentile by assets National rank
$95,186
Avg per participant Below avg balance/head
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Official DOL plan name: The Old Globe 401(k) Plan · Sponsored by Old Globe Theatre · California · Arts, Entertainment & Recreation

$8M in assets, 86 participants

Old Globe Theatre's The Old Globe 401(k) Plan reported $8M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,095 in Arts, Entertainment & Recreation (2,945 peers)

Old Globe Theatre multi-year trail

Old Globe Theatre's plans moved +15.2% in assets from 2022 to 2024; this filing shows The Old Globe 401(k) Plan at $8M / 86 participants.

#2,095
in Arts, Entertainment & Recreation (2,945 peers)
+7.3%
assets growth YoY

The Old Globe 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Old Globe 401(k) Plan vs every filed plan by assets

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

$8,186,035 Top 46% higher than 54% 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

The Old Globe 401(k) 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. The Old Globe 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Old Globe 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $554K in the plan year 2023 filing.
  • The Old Globe 401(k) Plan reported participants rose from 58 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • The Old Globe 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951543396 · Old Globe Theatre PY 2023 · 401(k)

The Old Globe 401(k) Plan · $8M · 86 · 54th

  • PART $8M
  • PART 86
  • PART 54th
  • PART 401(k)
  • PART near Holt International 401(k) Plan
  • PART ind #2095

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 →

The Old Globe 401(k) Plan in the asset neighbourhood

The Old Globe 401(k) Plan$8MHolt International 401(k) PlanHolt International 401(k) Pl…$8MSashco, Inc. 401(k) Plan$8MBrochsteins Inc. 401(k) Profit Sharing Plan & TrustBrochsteins Inc. 401(k) Prof…$8MC & K Industrial Services, Inc. 401(k) PlanC & K Industrial Services, I…$8M
End-of-year total assets ($M) among The Old Globe 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Old Globe Theatre multi-year asset trail

Sponsor-wide plan assets over time

All Old Globe Theatre plans reported in each filing year

Latest sponsor-wide plan assets
$9M 15.197170722835713% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.63M $8.79M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 58 $8M
2023 1 86 $8M
2024 1 86 $9M

Old Globe Theatre filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$554K
Employer EIN951543396
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Old Globe 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Old Globe 401(k) Plan, Total assets ($B): 0.008186035 · Participants: 86The Old Globe 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Old Globe 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Old Globe 401(k) Plan side-by-side with 3 peers →

The Old Globe 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Holt International 401(k) Plan in OR ($8M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (86 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 The Old Globe 401(k) Plan assets move in 2023? ▼
The Old Globe 401(k) Plan grew at a solid clip - up 7.3% during 2023, from $8M to $8M. Reported net income was $554K.
How have Old Globe Theatre plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Old Globe Theatre's sponsor-wide assets grew 15.2%, from $8M to $9M.
Which 401(k) plans are similar in size to The Old Globe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holt International 401(k) Plan in OR ($8M, 135 participants).
Which 401(k) plans cover a similar participant headcount to The Old Globe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 951543396.

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.