Other · DOL Form 5500 · 2024

Norton Simon Museum of Art at Pasadena Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
126
Participants Small participant base
46th
Percentile by assets National rank
$50,410
Avg per participant Low balance/head
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Official DOL plan name: The Norton Simon Museum 403(b) Plan · Sponsored by Norton Simon Museum of Art at Pasadena · California · Arts, Entertainment & Recreation

$6M in assets, 126 participants

Norton Simon Museum of Art at Pasadena's The Norton Simon Museum 403(b) Plan reported $6M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,926 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

The Norton Simon Museum 403(b) Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $6M.

#1,926
in Arts, Entertainment & Recreation (2,921 peers)
+9.5%
assets growth YoY

The Norton Simon Museum 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Norton Simon Museum 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,351,669 46th percentile higher than 46% of 123,620 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 2024

The Norton Simon Museum 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Norton Simon Museum 403(b) Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Norton Simon Museum 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Norton Simon Museum 403(b) Plan reported net income fell from $598K in the plan year 2023 filing to $548K in the plan year 2024 filing.
  • The Norton Simon Museum 403(b) Plan reported participants rose from 121 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 951644606 · Norton Simon Museum of Art at Pasadena PY 2024 · Other

The Norton Simon Museum 403(b) Plan · $6M · 126 · 46th

  • PCT $6M
  • EIN 126
  • RANK 46th
  • PHOTO Other
  • IND near The Connecticut Hospice Inc. Tax Sheltered Annuity Plan
  • EOY ind #1926

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 →

The Norton Simon Museum 403(b) Plan in the asset neighbourhood

Sante Group Companies 403b Retirement PlanSante Group Companies 403b R…$6MThe Norton Simon Museum 403(b) PlanThe Norton Simon Museum 403(…$6MThe Connecticut Hospice Inc. Tax Sheltered Annuity PlanThe Connecticut Hospice Inc.…$6MSourcepoint Matched Savings PlanSourcepoint Matched Savings …$6M403(b) Thrift Plan of Sunnyside Community Services, Inc.403(b) Thrift Plan of Sunnys…$6M
End-of-year total assets ($M) among The Norton Simon Museum 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$548K
Employer EIN951644606
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norton Simon Museum of Art at Pasadena)

Sponsor-wide plan assets over time

All Norton Simon Museum of Art at Pasadena plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.628070895079873% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $14M $17.6M ▲ +25.7%
Year Plans Participants Total Assets
2022 2 182 $14M
2023 2 187 $16M
2024 2 207 $18M

Nearby Other Plans in California

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

The Norton Simon Museum 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Norton Simon Museum 403(b) Plan, Total assets ($B): 0.006351669 · Participants: 126The Norton Simon Museum 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
The Norton Simon Museum 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare The Norton Simon Museum 403(b) Plan side-by-side with 3 peers →

The Norton Simon Museum 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Connecticut Hospice Inc. Tax Sheltered Annuity Plan in CT ($6M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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.

Frequently Asked Questions

How did The Norton Simon Museum 403(b) Plan assets move in 2024? ▼
The Norton Simon Museum 403(b) Plan grew at a solid clip - up 9.5% during 2024, from $6M to $6M. Reported net income was $548K.
How have Norton Simon Museum of Art at Pasadena plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norton Simon Museum of Art at Pasadena's sponsor-wide assets grew 25.6%, from $14M to $18M.
Which Other plans are similar in size to The Norton Simon Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Connecticut Hospice Inc. Tax Sheltered Annuity Plan in CT ($6M, 188 participants).
Which Other plans cover a similar participant headcount to The Norton Simon Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Agency for Community Transit 403b Retirement Plan in IL (126 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951644606.

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.