Other · DOL Form 5500 · 2024
Santa Barbara Museum of Natural History Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $109,122
- Avg per participant Below avg balance/head
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, 72 participants
Santa Barbara Museum of Natural History's Santa Barbara Museum of Natural History 403(b) DC Plan reported $8M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #2,013 in Arts, Entertainment & Recreation (2,921 peers)
What the 2024 filing shows
Santa Barbara Museum of Natural History 403(b) DC Plan holds $8M for 72 participants - about $109,122 per participant, above the median plan by assets.
- #2,013
- in Arts, Entertainment & Recreation (2,921 peers)
- +4.5%
- 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 2024 · DOL Form 5500
$7,856,797 Top 49% higher than 51% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Santa Barbara Museum of Natural History 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 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 (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Barbara Museum of Natural History 403(b) DC Plan reported net income fell from $631K in the plan year 2023 filing to $339K in the plan year 2024 filing.
- Santa Barbara Museum of Natural History 403(b) DC Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Santa Barbara Museum of Natural History 403(b) DC Plan reported participants fell from 73 in the plan year 2023 filing to 72 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 951643378 · Santa Barbara Museum of Natural History PY 2024 · Other
Santa Barbara Museum of Natural History 403(b) DC Plan · $8M · 72 · 51st
- EOY $8M
- EOY 72
- EOY 51st
- EOY Other
- EOY near Cowlitz Family Health Center 403(b) Plan
- EOY ind #2013
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
Filing particulars (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $339K |
| Employer EIN | 951643378 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Barbara Museum of Natural History)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 73 | $8M |
| 2024 | 1 | 72 | $8M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
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 Cowlitz Family Health Center 403(b) Plan in WA ($8M); by covered participants it is Ford Foundation Retirement Plan in NY (72 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 (72 participants); asset peers above are excluded.
- Ford Foundation Retirement Plan (NY) 72 · 0 off
- Saint Paul's School 403(b) DC Plan (FL) 72 · 0 off
- Cspi 403b Plan (DC) 72 · 0 off
- Carnegie Corporation of New York Tax-Deferred Annuity Plan (NY) 72 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.