401(k) · DOL Form 5500 · 2024

Santa Catalina Island Conservancy 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
135
Participants Small participant base
63rd
Percentile by assets National rank
$102,002
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Santa Catalina Island Conservancy · Sponsored by Santa Catalina Island Conservancy · California · Professional & Technical Services

$14M in assets, 135 participants

Santa Catalina Island Conservancy's 403(b) Thrift Plan of Santa Catalina Island Conservancy reported $14M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,427 in Professional & Technical Services (20,173 peers)

Coverage in California

403(b) Thrift Plan of Santa Catalina Island Conservancy covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $14M.

#12,427
in Professional & Technical Services (20,173 peers)
+14.6%
assets growth YoY

403(b) Thrift Plan of Santa Catalina Island Conservancy's mid-pack asset rank among Professional & Technical Services and all filers

403(b) Thrift Plan of Santa Catalina Island Conservancy vs every filed plan by assets

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

$13,770,237 Top 37% higher than 63% 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

403(b) Thrift Plan of Santa Catalina Island Conservancy 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. 403(b) Thrift Plan of Santa Catalina Island Conservancy sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Santa Catalina Island Conservancy reported participants rose from 99 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • 403(b) Thrift Plan of Santa Catalina Island Conservancy end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Santa Catalina Island Conservancy reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 237228407 · Santa Catalina Island Conservancy PY 2024 · 401(k)

403(b) Thrift Plan of Santa Catalina Island Conservancy · $14M · 135 · 63rd

  • BOY $14M
  • SCH 135
  • EBSA 63rd
  • PART 401(k)
  • TYPE near Aim Engineering and Surveying Retirement Plan
  • NET ind #12427

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 Professional & Technical Services retirement plans → · Plans in California →

403(b) Thrift Plan of Santa Catalina Island Conservancy in the asset neighbourhood

403(b) Thrift Plan of Santa Catalina Island Conservancy403(b) Thrift Plan of Santa …$14MAim Engineering and Surveying Retirement PlanAim Engineering and Surveyin…$14MThe Yahnis Company 401(k) PlanThe Yahnis Company 401(k) Pl…$14MSterling Paper, Inc. 401(k) Benefit PlanSterling Paper, Inc. 401(k) …$14MBachman's, Inc. Union Employees Retirement / Savings PlanBachman's, Inc. Union Employ…$14M
End-of-year total assets ($M) among 403(b) Thrift Plan of Santa Catalina Island Conservancy and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN237228407
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Catalina Island Conservancy)

Sponsor-wide plan assets over time

All Santa Catalina Island Conservancy plans reported in each filing year

Latest sponsor-wide plan assets
$14M 37.01788346138033% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $13.8M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 101 $10M
2023 1 99 $12M
2024 1 135 $14M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Santa Catalina Island Conservancy vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan of Santa Catalina Island Conservancy, Total assets ($B): 0.013770237 · Participants: 135403(b) Thrift Plan of Santa Catalina Island ConservancyGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
403(b) Thrift Plan of Santa Catalina Island Conservancy vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Santa Catalina Island Conservancy side-by-side with 3 peers →

403(b) Thrift Plan of Santa Catalina Island Conservancy's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aim Engineering and Surveying Retirement Plan in FL ($14M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 403(b) Thrift Plan of Santa Catalina Island Conservancy assets move in 2024? ▼
403(b) Thrift Plan of Santa Catalina Island Conservancy grew at a solid clip - up 14.6% during 2024, from $12M to $14M. Reported net income was $2M.
How have Santa Catalina Island Conservancy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Catalina Island Conservancy's sponsor-wide assets grew 37.0%, from $10M to $14M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Santa Catalina Island Conservancy? ▼
Among 401(k) plans in other states, the closest by assets is Aim Engineering and Surveying Retirement Plan in FL ($14M, 160 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Santa Catalina Island Conservancy? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 participants, N/A 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 237228407.

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.