Other · DOL Form 5500 · 2023

Santa Barbara Museum of Natural History Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
73
Participants Small participant base
52nd
Percentile by assets National rank
$102,984
Avg per participant Below avg balance/head
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Official DOL plan name: Santa Barbara Museum of Natural History 403(b) DC Plan · Sponsored by Santa Barbara Museum of Natural History · California · Arts, Entertainment & Recreation

$8M in assets, 73 participants

Santa Barbara Museum of Natural History's Santa Barbara Museum of Natural History 403(b) DC Plan reported $8M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,066 in Arts, Entertainment & Recreation (2,945 peers)

2023 asset change

Santa Barbara Museum of Natural History 403(b) DC Plan grew at a solid clip 9.2% in 2023 ($7M → $8M) for 73 participants.

#2,066
in Arts, Entertainment & Recreation (2,945 peers)
+9.2%
assets growth YoY

Santa Barbara Museum of Natural History 403(b) DC Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Santa Barbara Museum of Natural History 403(b) DC Plan vs every filed plan by assets

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

$7,517,862 Top 48% higher than 52% 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

Santa Barbara Museum of Natural History 403(b) DC 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. Santa Barbara Museum of Natural History 403(b) DC Plan is a small filing (73 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 951643378 · Santa Barbara Museum of Natural History PY 2023 · Other

Santa Barbara Museum of Natural History 403(b) DC Plan · $8M · 73 · 52nd

  • PART $8M
  • PART 73
  • PART 52nd
  • PART Other
  • PART near E&m Logistics Inc. Employee Stock Ownership Plan
  • PART ind #2066

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 →

Santa Barbara Museum of Natural History 403(b) DC Plan in the asset neighbourhood

Santa Barbara Museum of Natural History 403(b) DC PlanSanta Barbara Museum of Natu…$8ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$8MThe Free Library of Philadelphia Foundation 403(b) Retirement PlanThe Free Library of Philadel…$8MLena Pope Home, Inc. Defined Contribution PlanLena Pope Home, Inc. Defined…$8M403(b) Thrift Plan of Aspiro, Inc.403(b) Thrift Plan of Aspiro…$8M
End-of-year total assets ($M) among Santa Barbara Museum of Natural History 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Santa Barbara Museum of Natural History years around the 2023 move

Sponsor-wide plan assets over time

All Santa Barbara Museum of Natural History plans reported in each filing year

Latest sponsor-wide plan assets
$8M 4.508396137093232% vs 2023
2024 filing year
$7.4M$7.6M$7.8M$8M 20232024 $7.52M $7.86M ▲ +4.5%
Year Plans Participants Total Assets
2023 1 73 $8M
2024 1 72 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$631K
Employer EIN951643378
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Santa Barbara Museum of Natural History 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Santa Barbara Museum of Natural History 403(b) DC Plan, Total assets ($B): 0.007517862 · Participants: 73Santa Barbara Museum of Natural History 403(b) DC PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Santa Barbara Museum of Natural History 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants

Santa Barbara Museum of Natural History 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($8M); by covered participants it is Catholic Health Association in MO (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Santa Barbara Museum of Natural History 403(b) DC Plan assets move in 2023?
Santa Barbara Museum of Natural History 403(b) DC Plan grew at a solid clip - up 9.2% during 2023, from $7M to $8M. Reported net income was $631K.
How have Santa Barbara Museum of Natural History plan assets changed over time?
Across 2 plan years on file (2023-2024), Santa Barbara Museum of Natural History's sponsor-wide assets grew 4.5%, from $8M to $8M.
Which Other plans are similar in size to Santa Barbara Museum of Natural History 403(b) DC Plan?
Among Other plans in other states, the closest by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($8M, N/A participants).
Which Other plans cover a similar participant headcount to Santa Barbara Museum of Natural History 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Catholic Health Association in MO (73 participants, $11M in assets).