Other · DOL Form 5500 · 2024

Oakland Museum of California Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
115
Participants Small participant base
65th
Percentile by assets National rank
$132,367
Avg per participant Near avg balance/head
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Official DOL plan name: Oakland Museum of California 403(b) DC Plan · Sponsored by Oakland Museum of California · California · Arts, Entertainment & Recreation

$15M in assets, 115 participants

Oakland Museum of California's Oakland Museum of California 403(b) DC Plan reported $15M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,296 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

Oakland Museum of California 403(b) DC Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $15M.

#2,296
in Arts, Entertainment & Recreation (2,921 peers)
+12.4%
assets growth YoY

Oakland Museum of California 403(b) DC Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Oakland Museum of California 403(b) DC Plan vs every filed plan by assets

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

$15,222,189 Top 35% higher than 65% 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

Oakland Museum of California 403(b) DC 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. Oakland Museum of California 403(b) DC Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakland Museum of California 403(b) DC Plan reported participants rose from 99 in the plan year 2023 filing to 115 in the plan year 2024 filing.
  • Oakland Museum of California 403(b) DC Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Oakland Museum of California 403(b) DC Plan 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 →

Plan-year Form 5500 strip

Filing strip 453138892 · Oakland Museum of California PY 2024 · Other

Oakland Museum of California 403(b) DC Plan · $15M · 115 · 65th

  • IND $15M
  • IND 115
  • IND 65th
  • IND Other
  • IND near The Geological Society of America Retirement Plan
  • IND ind #2296

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 →

Oakland Museum of California 403(b) DC Plan in the asset neighbourhood

Emerald Heights 403(b) Plan$15MThe Geological Society of America Retirement PlanThe Geological Society of Am…$15MOakland Museum of California 403(b) DC PlanOakland Museum of California…$15MThe Pennsylvania Horticultural Society Defined Contribution PlanThe Pennsylvania Horticultur…$15MAcmh, Inc. Tax Deferred Annuity PlanAcmh, Inc. Tax Deferred Annu…$15M
End-of-year total assets ($M) among Oakland Museum of California 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN453138892
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakland Museum of California)

Sponsor-wide plan assets over time

All Oakland Museum of California plans reported in each filing year

Latest sponsor-wide plan assets
$15M 29.713232673183377% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.7M $15.2M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 94 $12M
2023 1 99 $14M
2024 1 115 $15M

Nearby Other Plans in California

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

Oakland Museum of California 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Oakland Museum of California 403(b) DC Plan, Total assets ($B): 0.015222189 · Participants: 115Oakland Museum of California 403(b) DC PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Oakland Museum of California 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants
Compare Oakland Museum of California 403(b) DC Plan side-by-side with 3 peers →

Oakland Museum of California 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Geological Society of America Retirement Plan in CO ($15M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Oakland Museum of California 403(b) DC Plan assets move in 2024? ▼
Oakland Museum of California 403(b) DC Plan grew at a solid clip - up 12.4% during 2024, from $14M to $15M. Reported net income was $2M.
How have Oakland Museum of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakland Museum of California's sponsor-wide assets grew 29.7%, from $12M to $15M.
Which Other plans are similar in size to Oakland Museum of California 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is The Geological Society of America Retirement Plan in CO ($15M, 62 participants).
Which Other plans cover a similar participant headcount to Oakland Museum of California 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Solebury School Defined Contribution and Tda Plan in PA (115 participants, $22M 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 453138892.

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.