Other · DOL Form 5500 · 2024
Santa Barbara Botanic Garden Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $56,703
- Avg per participant Low balance/head
Official DOL plan name: Santa Barbara Botanic Garden Retirement Plan · Sponsored by Santa Barbara Botanic Garden · California · Arts, Entertainment & Recreation
$4M in assets, 78 participants
Santa Barbara Botanic Garden's Santa Barbara Botanic Garden Retirement Plan reported $4M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #1,788 in Arts, Entertainment & Recreation (2,921 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, Santa Barbara Botanic Garden Retirement Plan ranks #1,788 of 2,921 2024 filers by assets (628% of the sector average)-$4M for 78 participants.
- #1,788
- in Arts, Entertainment & Recreation (2,921 peers)
- +23.9%
- assets growth YoY
Santa Barbara Botanic Garden Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Santa Barbara Botanic Garden Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,422,805 40th percentile higher than 40% 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 Botanic Garden Retirement 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 Botanic Garden Retirement Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Barbara Botanic Garden Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Santa Barbara Botanic Garden Retirement Plan reported net income rose from $726K in the plan year 2023 filing to $854K in the plan year 2024 filing.
- Santa Barbara Botanic Garden Retirement Plan reported participants rose from 76 in the plan year 2023 filing to 78 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951644628 · Santa Barbara Botanic Garden PY 2024 · Other
Santa Barbara Botanic Garden Retirement Plan · $4M · 78 · 40th
- NET $4M
- NET 78
- NET 40th
- NET Other
- NET near 403(b) Thrift Plan for Hiawatha Valley Mental Health Center
- NET ind #1788
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 Botanic Garden Retirement Plan in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $854K |
| Employer EIN | 951644628 |
| Plan Effective Date | 1996-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Barbara Botanic Garden)
Sponsor-wide plan assets over time
All Santa Barbara Botanic Garden plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 23.92822437741745% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 76 | $4M |
| 2024 | 1 | 78 | $4M |
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 Botanic Garden Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Hiawatha Valley Mental Health Center in MN ($4M); by covered participants it is American Dental Education Association 403(b) Retirement Savings Plan in DC (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.