Other · DOL Form 5500 · 2024
The Monterey Bay Aquarium Foundation Retirement Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 525
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $199,288
- Avg per participant Above avg balance/head
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.
- #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.
- #2,791
- in Arts, Entertainment & Recreation (2,921 peers)
- +4.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
The Monterey Bay Aquarium Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Monterey Bay Aquarium Retirement 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. The Monterey Bay Aquarium Retirement Plan sits mid-pack in the medium band (525 participants).
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.
Plan-year Form 5500 strip
Filing strip 942487469 · The Monterey Bay Aquarium Foundation PY 2024 · Other
The Monterey Bay Aquarium Retirement Plan · $105M · 525 · 91st
- IND $105M
- IND 525
- IND 91st
- IND Other
- IND near Avita Health System Employee 403b Retirement Plan
- IND ind #2791
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 →
The Monterey Bay Aquarium Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $4M |
| Employer EIN | 942487469 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Monterey Bay Aquarium Foundation)
Sponsor-wide plan assets over time
All The Monterey Bay Aquarium Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 16.21288932436516% vs 2022
- 2024 filing year
| 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.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
The Monterey Bay Aquarium Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Avita Health System Employee 403b Retirement Plan in OH ($105M); by covered participants it is Florida Southern College Defined Contribution Retirement Plan in FL (525 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Avita Health System Employee 403b Retirement Plan (OH) $105M · 2,177
- Retirement and Savings Plan (NY) $105M · 1,423
- The University of Scranton 403(b) Plan (PA) $105M · 667
- Bellarmine University Defined Contribution Plan (KY) $104M · 466
Similar participant headcount
Nearest other-state filings by covered participants (525 participants); asset peers above are excluded.
- Florida Southern College Defined Contribution Retirement Plan (FL) 525 · 0 off
- Moravian University Retirement Plan (PA) 524 · 1 off
- Chase Brexton Health Services, Inc. 403(b) Plan (MD) 524 · 1 off
- Ranken Jordan Employees 403b Plan (MO) 526 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.