401(k) · DOL Form 5500 · 2024

Old Globe Theatre 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 86
Participants Small participant base: 53rd
Percentile by assets National rank: $102,230
Avg per participant Below avg balance/head

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Official DOL plan name: The Old Globe 401(k) Plan · Sponsored by Old Globe Theatre · California · Arts, Entertainment & Recreation

$9M in assets, 86 participants

Old Globe Theatre's The Old Globe 401(k) Plan reported $9M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

#2,061 in Arts, Entertainment & Recreation (2,921 peers)

Old Globe Theatre multi-year trail

Old Globe Theatre's plans moved +15.2% in assets from 2022 to 2024; this filing shows The Old Globe 401(k) Plan at $9M / 86 participants.

#2,061
in Arts, Entertainment & Recreation (2,921 peers): +7.4%
assets growth YoY

The Old Globe 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Old Globe 401(k) Plan vs every filed plan by assets

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

$8,791,749 Top 47% higher than 53% 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

The Old Globe 401(k) 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. The Old Globe 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

The Old Globe 401(k) Plan reported net income rose from $554K in the plan year 2023 filing to $606K in the plan year 2024 filing.
The Old Globe 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951543396 · Old Globe Theatre PY 2024 · 401(k)

The Old Globe 401(k) Plan · $9M · 86 · 53rd

NET $9M
BOOK 86
VS-ST 53rd
BOY 401(k)
SCH near Parasole Employee 401(k) Profit Sharing & Savings Plan
EBSA ind #2061

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 →

End-of-year total assets ($M) among The Old Globe 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Old Globe Theatre multi-year asset trail

Latest sponsor-wide plan assets: $9M 15.197170722835713% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	58	$8M
2023	1	86	$8M
2024	1	86	$9M

Old Globe Theatre filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$606K
Employer EIN	951543396
Plan Effective Date	2004-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

The Old Globe 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare The Old Globe 401(k) Plan side-by-side with 3 peers →

The Old Globe 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Parasole Employee 401(k) Profit Sharing & Savings Plan in MN ($9M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Parasole Employee 401(k) Profit Sharing & Savings Plan (MN) $9M · 502
Cp Capital (US) Partners LP 401(k) Plan (NY) $9M · 19
Nortal, LLC 401(k) Profit Sharing Plan (WA) $9M · 102
Edict Systems, Inc. 401(k) Profit Sharing Plan and Trust (OH) $9M · 83

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Vaughn Electric Company,Inc. 401(k) Plan (TN) 86 · 0 off
Visionweb 401(k) Plan (TX) 86 · 0 off
Timberline Homes, Inc. Employee Savings & Profit Sharing Plan (AL) 86 · 0 off
Aq Transformer Solutions Inc. (OH) 86 · 0 off

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 Old Globe 401(k) Plan assets move in 2024? ▼

The Old Globe 401(k) Plan grew at a solid clip - up 7.4% during 2024, from $8M to $9M. Reported net income was $606K.

How have Old Globe Theatre plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Old Globe Theatre's sponsor-wide assets grew 15.2%, from $8M to $9M.

Which 401(k) plans are similar in size to The Old Globe 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Parasole Employee 401(k) Profit Sharing & Savings Plan in MN ($9M, 502 participants).

Which 401(k) plans cover a similar participant headcount to The Old Globe 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants, $6M 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 951543396.