Other · DOL Form 5500 · 2024

The Monterey Bay Aquarium Foundation Retirement Plan

Data updated 2026-08-11

$105M
Total assets
525
Participants
91st
Percentile by assets
$199,288
Avg per participant
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Official DOL plan name: The Monterey Bay Aquarium Retirement Plan · Sponsored by The Monterey Bay Aquarium Foundation · California · Arts, Entertainment & Recreation

$105M in assets, 525 participants

The Monterey Bay Aquarium Foundation's The Monterey Bay Aquarium Retirement Plan reported $105M in total assets and 525 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #2,791 in Arts, Entertainment & Recreation (2,921 peers)

Where The Monterey Bay Aquarium Retirement Plan sits by assets

The Monterey Bay Aquarium Retirement Plan sits in the top 10% of all filed plans by assets, $105M for 525 participants (~$199,288/participant), up 4.3% in 2024.

$105M
total plan assets (2024 EOY)
525
covered participants
91st
percentile by assets (of 123,622 plans)
$199,288
avg assets per participant

Where The Monterey Bay Aquarium Retirement Plan sits by total assets

The Monterey Bay Aquarium Retirement Plan vs every filed plan by assets

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

$104,626,061 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Monterey Bay Aquarium Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Monterey Bay Aquarium Retirement Plan reported participants rose from 489 in the plan year 2023 filing to 525 in the plan year 2024 filing.
  • The Monterey Bay Aquarium Retirement Plan end-of-year assets rose from $100M in the plan year 2023 filing to $105M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Arts, Entertainment & Recreation

The Monterey Bay Aquarium Retirement Plan vs the 2024 asset distribution

By assets, The Monterey Bay Aquarium Retirement Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$105M
Net Income$4M
Employer EIN942487469
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Monterey Bay Aquarium Foundation)

$85M$90M$95M$100M$105M$110M 202220232024 $90M $105M ▲ +16.2%
Total plan assets by year, all The Monterey Bay Aquarium Foundation plans on file
Year Plans Participants Total Assets
2022 1 439 $90M
2023 1 489 $100M
2024 1 525 $105M

Nearby Other Plans in California

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

The Monterey Bay Aquarium Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Monterey Bay Aqu…, Total assets ($B): 0.104626061 · Participants: 525The Monterey Bay Aqu…Stanford Contributor…, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirem…University of Southe…, Total assets ($B): 4.81831751 · Participants: 20886University of Southe…
The Monterey Bay Aquarium Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Monterey Bay Aquarium Retirement Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Monterey Bay Aquarium Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Monterey Bay Aquarium Retirement Plan assets move in 2024? ▼
The Monterey Bay Aquarium Retirement Plan edged up modestly - up 4.3% during 2024, from $100M to $105M. Reported net income was $4M.
How have The Monterey Bay Aquarium Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Monterey Bay Aquarium Foundation's sponsor-wide assets grew 16.2%, from $90M to $105M.
Where does The Monterey Bay Aquarium Retirement Plan rank by assets among Form 5500 filers? ▼
The Monterey Bay Aquarium Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Monterey Bay Aquarium Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Avita Health System Employee 403b Retirement Plan in OH ($105M, 2,177 participants).

Next read for The Monterey Bay Aquarium Retirement Pla…

Scale reading

Ways to act on The Monterey Bay Aquarium Retirement Plan's numbers.

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 942487469.

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.