Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, San Diego County Theatrical Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
1,174
Participants Near avg headcount
87th
Percentile by assets National rank
$40,118
Avg per participant Low balance/head
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Official DOL plan name: San Diego County Theatrical Pension Plan · Sponsored by Board of Trustees, San Diego County Theatrical · California · Arts, Entertainment & Recreation

$47M in assets, 1,174 participants

Board of Trustees, San Diego County Theatrical's San Diego County Theatrical Pension Plan reported $47M in total assets and 1,174 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,858 in Arts, Entertainment & Recreation (3,077 peers)

Where San Diego County Theatrical Pension Plan sits by assets

San Diego County Theatrical Pension Plan sits in the top quartile of all filed plans by assets, $47M for 1,174 participants (~$40,118/participant), up 10.8% in 2022.

#2,858
in Arts, Entertainment & Recreation (3,077 peers)
+10.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

San Diego County Theatrical Pension Plan's outsized position by total assets

San Diego County Theatrical Pension Plan vs every filed plan by assets

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

$47,098,795 Top 13% higher than 87% 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 County Theatrical 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. San Diego County Theatrical Pension Plan lands in the large band (1,174 participants).

Form 5500 schedule snapshot

Filing strip 956336895 · Board of Trustees, San Diego County Theatrical PY 2022 · Defined Benefit (Pension)

San Diego County Theatrical Pension Plan · $47M · 1,174 · 87th

  • EIN $47M
  • RANK 1,174
  • PHOTO 87th
  • IND Defined Benefit (Pension)
  • EOY near Retirement Plan for Salaried Employees of Mersen USA
  • 5500 ind #2858

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 County Theatrical Pension Plan in the asset neighbourhood

The Maryland State Education Association Pension Plan and TrustThe Maryland State Education…$47MSouth County Hospital Retirement PlanSouth County Hospital Retire…$47MSan Diego County Theatrical Pension PlanSan Diego County Theatrical …$47MRetirement Plan for Salaried Employees of Mersen USARetirement Plan for Salaried…$47MInsulators Local No. 53 PensionInsulators Local No. 53 Pens…$47M
End-of-year total assets ($M) among San Diego County Theatrical Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$47M
Net Income$5M
Employer EIN956336895
Plan Effective Date1970-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, San Diego County Theatrical)

Sponsor-wide plan assets over time

All Board of Trustees, San Diego County Theatrical plans reported in each filing year

Latest sponsor-wide plan assets
$63M 33.93981947945802% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.1M $63.1M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 1,174 $47M
2023 1 869 $56M
2024 1 889 $63M

Nearby Defined Benefit (Pension) Plans in California

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

San Diego County Theatrical Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants San Diego County Theatrical Pension Plan, Total assets ($B): 0.047098795 · Participants: 1174San Diego County Theatrical Pension PlanKaiser 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
San Diego County Theatrical Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

San Diego County Theatrical Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of Mersen USA in NJ ($47M); by covered participants it is National Hockey League Players Retirement Benefit Plan in NY (1,172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,174 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 County Theatrical Pension Plan assets move in 2022?
San Diego County Theatrical Pension Plan grew at a solid clip - up 10.8% during 2022, from $43M to $47M. Reported net income was $5M.
How have Board of Trustees, San Diego County Theatrical plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, San Diego County Theatrical's sponsor-wide assets grew 33.9%, from $47M to $63M.
Where does San Diego County Theatrical Pension Plan rank by assets among Form 5500 filers?
San Diego County Theatrical Pension Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to San Diego County Theatrical Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Salaried Employees of Mersen USA in NJ ($47M, 100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to San Diego County Theatrical Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Hockey League Players Retirement Benefit Plan in NY (1,172 participants, $660M in assets).