Other · DOL Form 5500 · 2024

American Conservatory Theater Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
52
Participants Small participant base
51st
Percentile by assets National rank
$155,829
Avg per participant Above avg balance/head
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Official DOL plan name: American Conservatory Theater 403(b) DC and Tda Plans · Sponsored by American Conservatory Theater · California · Arts, Entertainment & Recreation

$8M in assets, 52 participants

American Conservatory Theater's American Conservatory Theater 403(b) DC and Tda Plans reported $8M in total assets and 52 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.

  • #2,034 in Arts, Entertainment & Recreation (2,921 peers)

American Conservatory Theater multi-year trail

American Conservatory Theater's plans moved +32.1% in assets from 2022 to 2024; this filing shows American Conservatory Theater 403(b) DC and Tda Plans at $8M / 52 participants.

#2,034
in Arts, Entertainment & Recreation (2,921 peers)
+11.5%
assets growth YoY

American Conservatory Theater 403(b) DC and Tda Plans's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

American Conservatory Theater 403(b) DC and Tda Plans vs every filed plan by assets

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

$8,103,086 Top 49% higher than 51% 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

American Conservatory Theater 403(b) DC and Tda Plans among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Conservatory Theater 403(b) DC and Tda Plans is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Conservatory Theater 403(b) DC and Tda Plans reported net income fell from $1M in the plan year 2023 filing to $838K in the plan year 2024 filing.
  • American Conservatory Theater 403(b) DC and Tda Plans end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • American Conservatory Theater 403(b) DC and Tda Plans reported participants fell from 54 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 946135772 · American Conservatory Theater PY 2024 · Other

American Conservatory Theater 403(b) DC and Tda Plans · $8M · 52 · 51st

  • PHOTO $8M
  • PHOTO 52
  • PHOTO 51st
  • PHOTO Other
  • PHOTO near Fort Wayne Medical Education Program 403(b) Plan
  • PHOTO ind #2034

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 →

American Conservatory Theater 403(b) DC and Tda Plans in the asset neighbourhood

The Lakeview Employees' Tax Deferred Annuity PlanThe Lakeview Employees' Tax …$8MThe Chrysler Museum Tda & Retirement Plan CombinedThe Chrysler Museum Tda & Re…$8MAmerican Conservatory Theater 403(b) DC and Tda PlansAmerican Conservatory Theate…$8MFort Wayne Medical Education Program 403(b) PlanFort Wayne Medical Education…$8MPlay & Learn Centers 403b PlanPlay & Learn Centers 403b Pl…$8M
End-of-year total assets ($M) among American Conservatory Theater 403(b) DC and Tda Plans and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

American Conservatory Theater multi-year asset trail

Sponsor-wide plan assets over time

All American Conservatory Theater plans reported in each filing year

Latest sponsor-wide plan assets
$8M 32.11418274639367% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.13M $8.1M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 48 $6M
2023 1 54 $7M
2024 1 52 $8M

American Conservatory Theater filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$838K
Employer EIN946135772
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

American Conservatory Theater 403(b) DC and Tda Plans vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants American Conservatory Theater 403(b) DC and Tda Plans, Total assets ($B): 0.008103086 · Participants: 52American Conservatory Theater 403(b) DC and Tda PlansStanford 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
American Conservatory Theater 403(b) DC and Tda Plans vs. nearby Other plans in California, assets vs. participants

American Conservatory Theater 403(b) DC and Tda Plans's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Fort Wayne Medical Education Program 403(b) Plan in IN ($8M); by covered participants it is High Meadows School, Inc. 403(b) in GA (52 participants). Same-state nearby plans are listed separately above.

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 American Conservatory Theater 403(b) DC and Tda Plans assets move in 2024?
American Conservatory Theater 403(b) DC and Tda Plans grew at a solid clip - up 11.5% during 2024, from $7M to $8M. Reported net income was $838K.
How have American Conservatory Theater plan assets changed over time?
Across 3 plan years on file (2022-2024), American Conservatory Theater's sponsor-wide assets grew 32.1%, from $6M to $8M.
Which Other plans are similar in size to American Conservatory Theater 403(b) DC and Tda Plans?
Among Other plans in other states, the closest by assets is Fort Wayne Medical Education Program 403(b) Plan in IN ($8M, 64 participants).
Which Other plans cover a similar participant headcount to American Conservatory Theater 403(b) DC and Tda Plans?
Among Other plans in other states, the closest by covered participants is High Meadows School, Inc. 403(b) in GA (52 participants, $10M in assets).