Defined Benefit (Pension) · DOL Form 5500 · 2022

Athletics Investment Group, LLC Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
159
Participants Small participant base
90th
Percentile by assets National rank
$388,180
Avg per participant High balance/head
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Official DOL plan name: Major League Baseball Pension Plan for Non-Uniformed Personnel · Sponsored by Athletics Investment Group, LLC · California · Arts, Entertainment & Recreation

$62M in assets, 159 participants

Athletics Investment Group, LLC's Major League Baseball Pension Plan for Non-Uniformed Personnel reported $62M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,910 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in California

Major League Baseball Pension Plan for Non-Uniformed Personnel covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $62M.

#2,910
in Arts, Entertainment & Recreation (3,077 peers)
-19.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Major League Baseball Pension Plan for Non-Uniformed Personnel's outsized position by total assets

Major League Baseball Pension Plan for Non-Uniformed Personnel vs every filed plan by assets

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

$61,720,691 Top 10% higher than 90% 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

Major League Baseball Pension Plan for Non-Uniformed Personnel among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Major League Baseball Pension Plan for Non-Uniformed Personnel sits mid-pack in the medium band (159 participants).

DOL schedule card

Filing strip 943232189 · Athletics Investment Group, LLC PY 2022 · Defined Benefit (Pension)

Major League Baseball Pension Plan for Non-Uniformed Personnel · $62M · 159 · 90th

  • RANK $62M
  • PHOTO 159
  • IND 90th
  • EOY Defined Benefit (Pension)
  • 5500 near Lennox International Inc. 2008 Consolidated Pension Plan
  • ASSETS ind #2910

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 →

Major League Baseball Pension Plan for Non-Uniformed Personnel in the asset neighbourhood

Lakeview Memorial Hospital Association, Inc. Employees' Pension PlanLakeview Memorial Hospital A…$62MRetirement Plan for Administrative and Racing Employees of the New York Racing Association, Inc.Retirement Plan for Administ…$62MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$62MLennox International Inc. 2008 Consolidated Pension PlanLennox International Inc. 20…$62MRetirement Plan for Employees of Cascade Natural Gas CorporationRetirement Plan for Employee…$62M
End-of-year total assets ($M) among Major League Baseball Pension Plan for Non-Uniformed Personnel and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$62M
Net Income-$15M
Employer EIN943232189
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athletics Investment Group, LLC)

Sponsor-wide plan assets over time

All Athletics Investment Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$109M 21.708901937714288% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.8M $109M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 1,468 $90M
2023 2 1,616 $103M
2024 2 1,514 $109M

Nearby Defined Benefit (Pension) Plans in California

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

Major League Baseball Pension Plan for Non-Uniformed Personnel vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Major League Baseball Pension Plan for Non-Uniformed Personnel, Total assets ($B): 0.061720691 · Participants: 159Major League Baseball Pension Plan for Non-Uniformed PersonnelKaiser 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
Major League Baseball Pension Plan for Non-Uniformed Personnel vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Major League Baseball Pension Plan for Non-Uniformed Personnel's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Lennox International Inc. 2008 Consolidated Pension Plan in TX ($62M); by covered participants it is Joele Frank, Wilkinson Brimmer Katcher Vip Plan in NY (159 participants). Same-state nearby plans are listed separately above.

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 Major League Baseball Pension Plan for Non-Uniformed Personnel assets move in 2022?
Major League Baseball Pension Plan for Non-Uniformed Personnel declined sharply - down 19.5% during 2022, from $77M to $62M. Reported net income was -$15M.
How have Athletics Investment Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Athletics Investment Group, LLC's sponsor-wide assets grew 21.7%, from $90M to $109M.
Where does Major League Baseball Pension Plan for Non-Uniformed Personnel rank by assets among Form 5500 filers?
Major League Baseball Pension Plan for Non-Uniformed Personnel ranks in the 90th 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 Major League Baseball Pension Plan for Non-Uniformed Personnel?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lennox International Inc. 2008 Consolidated Pension Plan in TX ($62M, 1,449 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Major League Baseball Pension Plan for Non-Uniformed Personnel?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Joele Frank, Wilkinson Brimmer Katcher Vip Plan in NY (159 participants, $21M in assets).