Defined Benefit (Pension) · DOL Form 5500 · 2023

Athletics Investment Group, LLC Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
135
Participants Small participant base
88th
Percentile by assets National rank
$498,401
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

$67M in assets, 135 participants

Athletics Investment Group, LLC's Major League Baseball Pension Plan for Non-Uniformed Personnel reported $67M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,765 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Major League Baseball Pension Plan for Non-Uniformed Personnel covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $67M.

#2,765
in Arts, Entertainment & Recreation (2,945 peers)
+9.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$67,284,078 Top 12% higher than 88% 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

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

Plan-year 2023 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 (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Major League Baseball Pension Plan for Non-Uniformed Personnel reported net income rose from -$15M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Major League Baseball Pension Plan for Non-Uniformed Personnel reported participants fell from 159 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Major League Baseball Pension Plan for Non-Uniformed Personnel end-of-year assets rose from $62M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943232189 · Athletics Investment Group, LLC PY 2023 · Defined Benefit (Pension)

Major League Baseball Pension Plan for Non-Uniformed Personnel · $67M · 135 · 88th

  • NET $67M
  • BOOK 135
  • VS-ST 88th
  • BOY Defined Benefit (Pension)
  • SCH near Continental Graphics Employee Pension Plan
  • EBSA ind #2765

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

Non-Contributory Retirement Program for Certain Employees of National Account Service CompanyNon-Contributory Retirement …$67MTexas Oncology P.a. Cash Balance Pension PlanTexas Oncology P.a. Cash Bal…$67MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$67MContinental Graphics Employee Pension PlanContinental Graphics Employe…$67MHaynes and Boone, LLP Partners' Cash Balance PlanHaynes and Boone, LLP Partne…$67M
End-of-year total assets ($M) among Major League Baseball Pension Plan for Non-Uniformed Personnel and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$67M
Net Income$6M
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): 0.067284078 · Participants: 135Major League Baseball Pension Plan for Non-Uniformed PersonnelKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Major League Baseball Pension Plan for Non-Uniformed Personnel vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Major League Baseball Pension Plan for Non-Uniformed Personnel side-by-side with 3 peers →

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 Continental Graphics Employee Pension Plan in WA ($67M); by covered participants it is Hawthorn Bancshares, Inc. Retirement Plan in MO (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Major League Baseball Pension Plan for Non-Uniformed Personnel assets move in 2023? ▼
Major League Baseball Pension Plan for Non-Uniformed Personnel grew at a solid clip - up 9.0% during 2023, from $62M to $67M. Reported net income was $6M.
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 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile 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 Continental Graphics Employee Pension Plan in WA ($67M, 328 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 Hawthorn Bancshares, Inc. Retirement Plan in MO (135 participants, $36M 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 943232189.

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.