Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

The San Diego Union-Tribune LLC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The San Diego Union-Tribune LLC Β· California Β· Information & Media

What the 2023 filing shows

The San Diego Union-Tribune LLC Retirement Plan holds $95M for 85 participants - about $1.1M per participant, down 35.0% over the 2022 plan year.

$95M
total plan assets (2022 EOY)
85
covered participants
$1.1M
avg assets per participant
-35.0%
assets change YoY

The plan reported a net loss of $51M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$95M
Participants
85
State
Industry
Information & Media

What the Filing Says About The San Diego Union-Tribune LLC Retirement Plan

The San Diego Union-Tribune LLC Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by The San Diego Union-Tribune LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $95M in total end-of-year assets and covers 85 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 264538894, and the plan has been effective since 1954-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $147M at the beginning of 2022 to $95M at year-end β€” a decline of 35.0%. Net assets (after liabilities) closed the year at $95M, with reported net income of $-51,335,119 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$147M
Total Assets (End of Year)$95M
Net Assets (End of Year)$95M
Net Income$-51,335,119
Plan TypeDefined Benefit (Pension)
Employer EIN264538894
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The San Diego Union-Tribune LLC)

Year Plans Participants Total Assets
2022 1 85 $95M
2023 2 255 $104M
2024 2 189 $101M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the The San Diego Union-Tribune LLC Retirement Plan?
As of the 2022 Form 5500 filing, The San Diego Union-Tribune LLC Retirement Plan holds $95M in total assets with 85 participants. It is sponsored by The San Diego Union-Tribune LLC.
What type of plan is The San Diego Union-Tribune LLC Retirement Plan?
The San Diego Union-Tribune LLC Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1954-01-01. The plan is filed with the U.S. Department of Labor under EIN 264538894.
Who sponsors the The San Diego Union-Tribune LLC Retirement Plan?
The San Diego Union-Tribune LLC Retirement Plan is sponsored by The San Diego Union-Tribune LLC, located in California. The sponsor's EIN is 264538894 and the plan operates in the Information & Media industry.
How did The San Diego Union-Tribune LLC Retirement Plan perform in 2022?
The San Diego Union-Tribune LLC Retirement Plan declined by 35.0% during 2022, moving from $147M to $95M in total assets. Net income was $-51,335,119.
Where can I find official filings for The San Diego Union-Tribune LLC Retirement Plan?
Official Form 5500 filings for The San Diego Union-Tribune LLC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 264538894 or plan name at efast.dol.gov.
How does The San Diego Union-Tribune LLC Retirement Plan compare to other plans?
You can compare The San Diego Union-Tribune LLC Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 264538894.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.