South Coast Repertory 403(b) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by South Coast Repertory, Inc. · California · Arts, Entertainment & Recreation
What the 2023 filing shows
South Coast Repertory 403(b) Plan holds $7M for 54 participants - about $126,477 per participant, down 10.2% over the 2022 plan year.
- $7M
- total plan assets (2022 EOY)
- 54
- covered participants
- $126,477
- avg assets per participant
- -10.2%
- assets change YoY
The plan reported a net loss of $772K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About South Coast Repertory 403(b) Plan
South Coast Repertory 403(b) Plan is a 401(k) retirement plan sponsored by South Coast Repertory, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 54 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 956122708, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $8M at the beginning of 2022 to $7M at year-end — a decline of 10.2%. Net assets (after liabilities) closed the year at $7M, with reported net income of $-771,563 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $8M |
| Total Assets (End of Year) | $7M |
| Net Assets (End of Year) | $7M |
| Net Income | $-771,563 |
| Plan Type | 401(k) |
| Employer EIN | 956122708 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Related Data
Guides
Frequently Asked Questions
How much money is in the South Coast Repertory 403(b) Plan? ▼
What type of plan is South Coast Repertory 403(b) Plan? ▼
Who sponsors the South Coast Repertory 403(b) Plan? ▼
How did South Coast Repertory 403(b) Plan perform in 2022? ▼
Where can I find official filings for South Coast Repertory 403(b) Plan? ▼
How does South Coast Repertory 403(b) Plan compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 956122708.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.