Defined Benefit (Pension) · DOL Form 5500 · 2022

San Diego Zoo Wildlife Alliance Pension Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
1,165
Participants Near avg headcount
93rd
Percentile by assets National rank
$86,206
Avg per participant Below avg balance/head
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Official DOL plan name: Zoological Society of San Diego Restated Pension Plan for Union Employees · Sponsored by San Diego Zoo Wildlife Alliance · California · Arts, Entertainment & Recreation

$100M in assets, 1,165 participants

San Diego Zoo Wildlife Alliance's Zoological Society of San Diego Restated Pension Plan for Union Employees reported $100M in total assets and 1,165 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #2,974 in Arts, Entertainment & Recreation (3,077 peers)

Where Zoological Society of San Diego Restated Pension Plan for Union Employees sits by assets

Zoological Society of San Diego Restated Pension Plan for Union Employees sits in the top 10% of all filed plans by assets, $100M for 1,165 participants (~$86,206/participant), down 16.5% in 2022.

#2,974
in Arts, Entertainment & Recreation (3,077 peers)
-16.5%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zoological Society of San Diego Restated Pension Plan for Union Employees's outsized position by total assets

Zoological Society of San Diego Restated Pension Plan for Union Employees vs every filed plan by assets

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

$100,429,903 Top 7% higher than 93% 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

Zoological Society of San Diego Restated Pension Plan for Union Employees'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. Zoological Society of San Diego Restated Pension Plan for Union Employees lands in the large band (1,165 participants).

Plan-year Form 5500 strip

Filing strip 951648219 · San Diego Zoo Wildlife Alliance PY 2022 · Defined Benefit (Pension)

Zoological Society of San Diego Restated Pension Plan for Union Employees · $100M · 1,165 · 93rd

  • TYPE $100M
  • NET 1,165
  • BOOK 93rd
  • VS-ST Defined Benefit (Pension)
  • BOY near Kuakini Health System Retirement Plan
  • SCH ind #2974

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 →

Zoological Society of San Diego Restated Pension Plan for Union Employees in the asset neighbourhood

Precoat Pension Plan$101MMitsubishi Chemical America Pension Plan Methacrylates DivisionMitsubishi Chemical America …$101MZoological Society of San Diego Restated Pension Plan for Union EmployeesZoological Society of San Di…$100MKuakini Health System Retirement PlanKuakini Health System Retire…$100MLocal 522 Pension Fund$100M
End-of-year total assets ($M) among Zoological Society of San Diego Restated Pension Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$100M
Net Income-$20M
Employer EIN951648219
Plan Effective Date1957-07-01
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 Defined Benefit (Pension) Plans in California

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

Zoological Society of San Diego Restated Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Zoological Society of San Diego Restated Pension Plan for Union Employees, Total assets ($B): 0.100429903 · Participants: 1165Zoological Society of San Diego Restated Pension Plan for Union EmployeesKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Zoological Society of San Diego Restated Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Zoological Society of San Diego Restated Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Kuakini Health System Retirement Plan in HI ($100M); by covered participants it is The Brink's Company Frozen Pension Plan in VA (1,164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,165 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 Zoological Society of San Diego Restated Pension Plan for Union Employees assets move in 2022? ▼
Zoological Society of San Diego Restated Pension Plan for Union Employees declined sharply - down 16.5% during 2022, from $120M to $100M. Reported net income was -$20M.
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 Zoological Society of San Diego Restated Pension Plan for Union Employees rank by assets among Form 5500 filers? ▼
Zoological Society of San Diego Restated Pension Plan for Union Employees ranks in the 93rd 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 Defined Benefit (Pension) plans are similar in size to Zoological Society of San Diego Restated Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kuakini Health System Retirement Plan in HI ($100M, 349 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zoological Society of San Diego Restated Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Brink's Company Frozen Pension Plan in VA (1,164 participants, $596M in assets).