Other · DOL Form 5500 · 2023

San Diego Zoo Wildlife Alliance Retirement Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
3,079
Participants Above avg headcount
94th
Percentile by assets National rank
$52,249
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: San Diego Zoo Wildlife Alliance 403(b) Plan · Sponsored by San Diego Zoo Wildlife Alliance · California · Arts, Entertainment & Recreation

$161M in assets, 3,079 participants

San Diego Zoo Wildlife Alliance's San Diego Zoo Wildlife Alliance 403(b) Plan reported $161M in total assets and 3,079 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #2,871 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

San Diego Zoo Wildlife Alliance 403(b) Plan covers 3,079 participants in California, 4.9x the typical California plan (state average ~630 per filing). Assets: $161M.

#2,871
in Arts, Entertainment & Recreation (2,945 peers)
+19.4%
assets growth YoY
1.6×
vs typical plan assets (national mean)

San Diego Zoo Wildlife Alliance 403(b) Plan's outsized position by total assets

San Diego Zoo Wildlife Alliance 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$160,875,370 Top 6% higher than 94% of 127,068 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 2023

San Diego Zoo Wildlife Alliance 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Diego Zoo Wildlife Alliance 403(b) Plan lands in the large band (3,079 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Diego Zoo Wildlife Alliance 403(b) Plan reported net income rose from -$21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • San Diego Zoo Wildlife Alliance 403(b) Plan end-of-year assets rose from $135M in the plan year 2022 filing to $161M in the plan year 2023 filing.
  • San Diego Zoo Wildlife Alliance 403(b) Plan reported participants rose from 2,813 in the plan year 2022 filing to 3,079 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951648219 · San Diego Zoo Wildlife Alliance PY 2023 · Other

San Diego Zoo Wildlife Alliance 403(b) Plan · $161M · 3,079 · 94th

  • NET $161M
  • BOOK 3,079
  • VS-ST 94th
  • BOY Other
  • SCH near Community Health Network 403(b) Retirement Savings Plan
  • EBSA ind #2871

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 Zoo Wildlife Alliance 403(b) Plan in the asset neighbourhood

Ag Mm, L.P.$161MCommunity Health Network 403(b) Retirement Savings PlanCommunity Health Network 403…$161MSan Diego Zoo Wildlife Alliance 403(b) PlanSan Diego Zoo Wildlife Allia…$161MUniversity of Indianapolis Defined Contribution Retirement PlanUniversity of Indianapolis D…$160MLocal Union 317 Electrical Pension PlanLocal Union 317 Electrical P…$160M
End-of-year total assets ($M) among San Diego Zoo Wildlife Alliance 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$161M
Net Income$26M
Employer EIN951648219
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Zoo Wildlife Alliance)

Sponsor-wide plan assets over time

All San Diego Zoo Wildlife Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$391M 12.322066893924035% vs 2022
2024 filing year
$340M$360M$380M$400M 202220232024 $348M $391M ▲ +12.3%
Year Plans Participants Total Assets
2022 3 4,675 $348M
2023 3 4,712 $376M
2024 3 4,498 $391M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

San Diego Zoo Wildlife Alliance 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -5051015 Total assets ($B) Participants San Diego Zoo Wildlife Alliance 403(b) Plan, Total assets ($B): 0.16087537 · Participants: 3079San Diego Zoo Wildlife Alliance 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
San Diego Zoo Wildlife Alliance 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare San Diego Zoo Wildlife Alliance 403(b) Plan side-by-side with 3 peers →

San Diego Zoo Wildlife Alliance 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Community Health Network 403(b) Retirement Savings Plan in IN ($161M); by covered participants it is Goodwill of North Georgia, Inc Tax Deferred Annuity Plan in GA (3,083 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($161M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,079 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did San Diego Zoo Wildlife Alliance 403(b) Plan assets move in 2023? ▼
San Diego Zoo Wildlife Alliance 403(b) Plan grew sharply - up 19.4% during 2023, from $135M to $161M. Reported net income was $26M.
How have San Diego Zoo Wildlife Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Diego Zoo Wildlife Alliance's sponsor-wide assets grew 12.3%, from $348M to $391M.
Where does San Diego Zoo Wildlife Alliance 403(b) Plan rank by assets among Form 5500 filers? ▼
San Diego Zoo Wildlife Alliance 403(b) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to San Diego Zoo Wildlife Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Community Health Network 403(b) Retirement Savings Plan in IN ($161M, N/A participants).
Which Other plans cover a similar participant headcount to San Diego Zoo Wildlife Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Goodwill of North Georgia, Inc Tax Deferred Annuity Plan in GA (3,083 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951648219.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.