Defined Benefit (Pension) · DOL Form 5500 · 2023
Automobile Club of So California Pension Plan
Data updated 2026-08-11
- $2.6B
- Total assets
- 10,111
- Participants
- 99th
- Percentile by assets
- $252,519
- Avg per participant
Official DOL plan name: Club Pension Plan · Sponsored by Automobile Club of So California · California · Other Services
$2.6B in assets, 10,111 participants
Automobile Club of So California's Club Pension Plan reported $2.6B in total assets and 10,111 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #7,854 in Other Services (7,857 peers)
Coverage in California
Club Pension Plan covers 10,111 participants in California, 16x the typical California plan (state average ~630 per filing). Assets: $2.6B.
- $2.6B
- total plan assets (2023 EOY)
- 10,111
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $252,519
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Club Pension Plan reported net income rose from -$580M in the plan year 2022 filing to $283M in the plan year 2023 filing.
- Club Pension Plan end-of-year assets rose from $2.3B in the plan year 2022 filing to $2.6B in the plan year 2023 filing.
- Club Pension Plan reported participants rose from 9,816 in the plan year 2022 filing to 10,111 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Club Pension Plan reports 10,111 participants - 16x that state average ($2.6B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $283M |
| Employer EIN | 950514585 |
| Plan Effective Date | 1940-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Automobile Club of So California)
| 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.
Club Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Scale composition for Club Pension Plan
Club Pension Plan reports $2.6B in end-of-year assets across 10,111 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $252,519 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2023 was $283M.
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 | Open filing |
| 2023 | 10,111 | $2.6B | This page |
| 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Club Pension Plan by total assets, not by location.
- Time Warner Cable Pension Plan (NC) $2.6B · 16,981
- The Retirement Benefit Plan of American Airlines, Inc. for Flight Attendants (TX) $2.6B · 9,497
- Paccar Inc Retirement Plan (WA) $2.6B · 9,264
- Caterpillar Inc. Non-Contributory Pension Plan (TX) $2.6B · 1,921
Frequently Asked Questions
How did Club Pension Plan assets move in 2023? ▼
How have Automobile Club of So California plan assets changed over time? ▼
Where does Club Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Club Pension Plan? ▼
Next read for Club Pension Plan
Filing takeaways
Ways to act on Club Pension Plan's numbers.
- By total assets, Club Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Automobile Club of So California's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Other Services plans