Defined Benefit (Pension) · DOL Form 5500 · 2022
Automobile Club of So California Pension Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 9,816
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $231,305
- Avg per participant Above avg balance/head
Official DOL plan name: Club Pension Plan · Sponsored by Automobile Club of So California · California · Other Services
$2.3B in assets, 9,816 participants
Automobile Club of So California's Club Pension Plan reported $2.3B in total assets and 9,816 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #8,395 in Other Services (8,398 peers)
Coverage in California
Club Pension Plan covers 9,816 participants in California, 16x the typical California plan (state average ~630 per filing). Assets: $2.3B.
- #8,395
- in Other Services (8,398 peers)
- -20.4%
- assets change YoY
- 23×
- vs typical plan assets (national mean)
The plan reported a net loss of $580M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Club Pension Plan's outsized position by total assets
Club Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,270,494,427 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Club Pension 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. Club Pension Plan lands in the large band (9,816 participants).
Plan-year Form 5500 strip
Filing strip 950514585 · Automobile Club of So California PY 2022 · Defined Benefit (Pension)
Club Pension Plan · $2.3B · 9,816 · 100th
- NET $2.3B
- NET 9,816
- NET 100th
- NET Defined Benefit (Pension)
- NET near Saint-Gobain Retirement Income Plan
- NET ind #8395
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 Other Services retirement plans → · Plans in California →
Club Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | -$580M |
| Employer EIN | 950514585 |
| Plan Effective Date | 1940-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Automobile Club of So California)
Sponsor-wide plan assets over time
All Automobile Club of So California plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.2B 21.96339570939306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 22,769 | $3.5B |
| 2023 | 2 | 23,592 | $4.0B |
| 2024 | 2 | 24,571 | $4.2B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Scale composition for Club Pension Plan
Club Pension Plan reports $2.3B in end-of-year assets across 9,816 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $231,305 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2022 was -$580M.
This plan identity (EIN 950514585, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $2.6B (+15.3%) while covered participants moved from 9,816 to 10,966 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,816 | $2.3B | This page |
| 2023 | 10,111 | $2.6B | Open filing |
| 2024 · index core | 10,966 | $2.6B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Club Pension Plan (Defined Benefit (Pension), $2.6B, 10,966 participants)
- Club Futuresave Plan (401(k), $1.6B, 13,605 participants)
Club Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Saint-Gobain Retirement Income Plan in PA ($2.3B); by covered participants it is Pension Plan for Eaton Corporation Employees in OH (9,767 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Saint-Gobain Retirement Income Plan (PA) $2.3B · 11,456
- Monsanto Company Pension Plan (MO) $2.3B · 4,817
- Paccar Inc Retirement Plan (WA) $2.3B · 8,688
- Excavators Union Local 731 Pension Fund (NY) $2.3B · 5,145
Similar participant headcount
Nearest other-state filings by covered participants (9,816 participants); asset peers above are excluded.
- Pension Plan for Eaton Corporation Employees (OH) 9,767 · 49 off
- Premier Health Partners Employees Retirement Plan (OH) 9,872 · 56 off
- Ohio Operating Engineers Pension Plan (OH) 9,749 · 67 off
- The Retirement Benefit Plan of American Airlines, Inc. for Flight Attendants (TX) 9,894 · 78 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.