Other · DOL Form 5500 · 2023

Oakland Museum of California Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
99
Participants Small participant base
65th
Percentile by assets National rank
$136,790
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oakland Museum of California 403(b) DC Plan · Sponsored by Oakland Museum of California · California · Arts, Entertainment & Recreation

$14M in assets, 99 participants

Oakland Museum of California's Oakland Museum of California 403(b) DC Plan reported $14M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,313 in Arts, Entertainment & Recreation (2,945 peers)

Oakland Museum of California multi-year trail

Oakland Museum of California's plans moved +29.7% in assets from 2022 to 2024; this filing shows Oakland Museum of California 403(b) DC Plan at $14M / 99 participants.

#2,313
in Arts, Entertainment & Recreation (2,945 peers)
+15.4%
assets growth YoY

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

Oakland Museum of California 403(b) DC Plan vs every filed plan by assets

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

$13,542,208 Top 35% higher than 65% 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

Oakland Museum of California 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. Oakland Museum of California 403(b) DC Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakland Museum of California 403(b) DC Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Oakland Museum of California 403(b) DC Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oakland Museum of California 403(b) DC Plan reported participants rose from 94 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453138892 · Oakland Museum of California PY 2023 · Other

Oakland Museum of California 403(b) DC Plan · $14M · 99 · 65th

  • SCH $14M
  • SCH 99
  • SCH 65th
  • SCH Other
  • SCH near Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc.
  • SCH ind #2313

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 →

Oakland Museum of California 403(b) DC Plan in the asset neighbourhood

Rocky Hill Country Day School 403(b) Retirement PlanRocky Hill Country Day Schoo…$14MOakland Museum of California 403(b) DC PlanOakland Museum of California…$14MSafe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc.Safe-Harbor 403(b) Thrift Pl…$14MOpportunity Partners Retirement PlanOpportunity Partners Retirem…$14MFenimore Art Museum and the Farmers Museum Retirement PlanFenimore Art Museum and the …$14M
End-of-year total assets ($M) among Oakland Museum of California 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oakland Museum of California multi-year asset trail

Sponsor-wide plan assets over time

All Oakland Museum of California plans reported in each filing year

Latest sponsor-wide plan assets
$15M 29.713232673183377% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.7M $15.2M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 94 $12M
2023 1 99 $14M
2024 1 115 $15M

Oakland Museum of California filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN453138892
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Oakland Museum of California 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Oakland Museum of California 403(b) DC Plan, Total assets ($B): 0.013542208 · Participants: 99Oakland Museum of California 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
Oakland Museum of California 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants
Compare Oakland Museum of California 403(b) DC Plan side-by-side with 3 peers →

Oakland Museum of California 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. in NY ($14M); by covered participants it is Graduate Management Admission Council Retirement Plan in VA (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Oakland Museum of California 403(b) DC Plan assets move in 2023? ▼
Oakland Museum of California 403(b) DC Plan grew sharply - up 15.4% during 2023, from $12M to $14M. Reported net income was $2M.
How have Oakland Museum of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakland Museum of California's sponsor-wide assets grew 29.7%, from $12M to $15M.
Which Other plans are similar in size to Oakland Museum of California 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. in NY ($14M, 248 participants).
Which Other plans cover a similar participant headcount to Oakland Museum of California 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Graduate Management Admission Council Retirement Plan in VA (99 participants, $43M 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 453138892.

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.