Other · DOL Form 5500 · 2022

San Diego Zoo Wildlife Alliance Retirement Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
2,813
Participants Above avg headcount
94th
Percentile by assets National rank
$47,904
Avg per participant Low balance/head
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Official DOL plan name: San Diego Zoo Wildlife Alliance 403(b) Plan · Sponsored by San Diego Zoo Wildlife Alliance · California · Arts, Entertainment & Recreation

$135M in assets, 2,813 participants

San Diego Zoo Wildlife Alliance's San Diego Zoo Wildlife Alliance 403(b) Plan reported $135M in total assets and 2,813 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,007 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in California

San Diego Zoo Wildlife Alliance 403(b) Plan covers 2,813 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $135M.

#3,007
in Arts, Entertainment & Recreation (3,077 peers)
-13.3%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

San Diego Zoo Wildlife Alliance 403(b) Plan's outsized position by total assets

San Diego Zoo Wildlife Alliance 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$134,753,100 Top 6% higher than 94% of 139,123 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 2022

San Diego Zoo Wildlife Alliance 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Diego Zoo Wildlife Alliance 403(b) Plan lands in the large band (2,813 participants).

DOL schedule card

Filing strip 951648219 · San Diego Zoo Wildlife Alliance PY 2022 · Other

San Diego Zoo Wildlife Alliance 403(b) Plan · $135M · 2,813 · 94th

  • 5500 $135M
  • 5500 2,813
  • 5500 94th
  • 5500 Other
  • 5500 near Gti Supplemental Retirement Annuity Plan
  • 5500 ind #3007

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 →

San Diego Zoo Wildlife Alliance 403(b) Plan in the asset neighbourhood

The Cooper Union Defined Contribution Retirement PlanThe Cooper Union Defined Con…$135MThe Goucher College Defined Contribution Retirement PlanThe Goucher College Defined …$135MSan Diego Zoo Wildlife Alliance 403(b) PlanSan Diego Zoo Wildlife Allia…$135MGti Supplemental Retirement Annuity PlanGti Supplemental Retirement …$135MThe Washington Hospital Retirement & Savings PlanThe Washington Hospital Reti…$134M
End-of-year total assets ($M) among San Diego Zoo Wildlife Alliance 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$135M
Net Income-$21M
Employer EIN951648219
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Zoo Wildlife Alliance)

Sponsor-wide plan assets over time

All San Diego Zoo Wildlife Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$391M 12.322066893924035% vs 2022
2024 filing year
$340M$360M$380M$400M 202220232024 $348M $391M ▲ +12.3%
Year Plans Participants Total Assets
2022 3 4,675 $348M
2023 3 4,712 $376M
2024 3 4,498 $391M

Nearby Other Plans in California

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

San Diego Zoo Wildlife Alliance 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -50510 Total assets ($B) Participants San Diego Zoo Wildlife Alliance 403(b) Plan, Total assets ($B): 0.1347531 · Participants: 2813San Diego Zoo Wildlife Alliance 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
San Diego Zoo Wildlife Alliance 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare San Diego Zoo Wildlife Alliance 403(b) Plan side-by-side with 3 peers →

San Diego Zoo Wildlife Alliance 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Gti Supplemental Retirement Annuity Plan in IL ($135M); by covered participants it is Southwest Research Institute Retirement Plan in TX (2,825 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,813 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did San Diego Zoo Wildlife Alliance 403(b) Plan assets move in 2022? ▼
San Diego Zoo Wildlife Alliance 403(b) Plan pulled back noticeably - down 13.3% during 2022, from $155M to $135M. Reported net income was -$21M.
How have San Diego Zoo Wildlife Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Diego Zoo Wildlife Alliance's sponsor-wide assets grew 12.3%, from $348M to $391M.
Where does San Diego Zoo Wildlife Alliance 403(b) Plan rank by assets among Form 5500 filers? ▼
San Diego Zoo Wildlife Alliance 403(b) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to San Diego Zoo Wildlife Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Gti Supplemental Retirement Annuity Plan in IL ($135M, 282 participants).
Which Other plans cover a similar participant headcount to San Diego Zoo Wildlife Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Southwest Research Institute Retirement Plan in TX (2,825 participants, $1.4B in assets).

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) - original filing retrieval by EIN 951648219.

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.