401(k) · DOL Form 5500 · 2024
Monterey Bay Aquarium Research Institute 401(k) Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 201
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $629,687
- Avg per participant High balance/head
Official DOL plan name: Monterey Bay Aquarium Research Institute 403(b) Plan · Sponsored by Monterey Bay Aquarium Research Institute · California · Professional & Technical Services
$127M in assets, 201 participants
Monterey Bay Aquarium Research Institute's Monterey Bay Aquarium Research Institute 403(b) Plan reported $127M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,785 in Professional & Technical Services (20,173 peers)
Coverage in California
Monterey Bay Aquarium Research Institute 403(b) Plan covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $127M.
- #18,785
- in Professional & Technical Services (20,173 peers)
- +2.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Monterey Bay Aquarium Research Institute 403(b) Plan's outsized position by total assets
Monterey Bay Aquarium Research Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$126,567,159 Top 8% higher than 92% 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
Monterey Bay Aquarium Research Institute 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. Monterey Bay Aquarium Research Institute 403(b) Plan sits mid-pack in the medium band (201 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monterey Bay Aquarium Research Institute 403(b) Plan reported net income fell from $18M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Monterey Bay Aquarium Research Institute 403(b) Plan reported participants rose from 180 in the plan year 2023 filing to 201 in the plan year 2024 filing.
- Monterey Bay Aquarium Research Institute 403(b) Plan end-of-year assets rose from $124M in the plan year 2023 filing to $127M in the plan year 2024 filing.
DOL schedule card
Filing strip 770150580 · Monterey Bay Aquarium Research Institute PY 2024 · 401(k)
Monterey Bay Aquarium Research Institute 403(b) Plan · $127M · 201 · 92nd
- EOY $127M
- 5500 201
- ASSETS 92nd
- PCT 401(k)
- EIN near Roseburg Forest Products Co., Carpenters Industrial Council Defined Contribution Plan
- RANK ind #18785
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 →
Monterey Bay Aquarium Research Institute 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $2M |
| Employer EIN | 770150580 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monterey Bay Aquarium Research Institute)
Sponsor-wide plan assets over time
All Monterey Bay Aquarium Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 19.152894001345103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $106M |
| 2023 | 1 | 180 | $124M |
| 2024 | 1 | 201 | $127M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Monterey Bay Aquarium Research Institute 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Roseburg Forest Products Co., Carpenters Industrial Council Defined Contribution Plan in OR ($127M); by covered participants it is Acton Medical Associates, P.C. 401(k) Profit Sharing Plan in MA (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
Similar participant headcount
Nearest other-state filings by covered participants (201 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.