Defined Benefit (Pension) · DOL Form 5500 · 2023
Automobile Club of So California Pension Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 10,111
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $252,519
- Avg per participant Above avg balance/head
Official DOL plan name: Club Pension Plan · Sponsored by Automobile Club of So California · California · Other Services
$2.6B 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.
- #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.
- #7,854
- in Other Services (7,857 peers)
- +12.5%
- assets growth YoY
- 26×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$2,553,214,739 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Club Pension Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Club Pension Plan is a mega filing (10,111 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 950514585 · Automobile Club of So California PY 2023 · Defined Benefit (Pension)
Club Pension Plan · $2.6B · 10,111 · 99th
- EBSA $2.6B
- PART 10,111
- TYPE 99th
- NET Defined Benefit (Pension)
- BOOK near Time Warner Cable Pension Plan
- VS-ST ind #7854
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) | $2.3B |
|---|---|
| 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)
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 $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)
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 Time Warner Cable Pension Plan in NC ($2.6B); by covered participants it is Massachusetts Laborers' Pension Fund in MA (10,116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (10,111 participants); asset peers above are excluded.
- Massachusetts Laborers' Pension Fund (MA) 10,116 · 5 off
- The Tjx Companies, Inc Retirement Plan (MA) 10,130 · 19 off
- Laborers National Pension Fund (TX) 10,090 · 21 off
- Ameren Retirement Plan (MO) 10,156 · 45 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.