Defined Benefit (Pension) · DOL Form 5500 · 2023

San Diego Zoo Wildlife Alliance Pension Plan

Data updated 2026-08-11

$113M
Total assets
606
Participants
92nd
Percentile by assets
$186,110
Avg per participant
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Official DOL plan name: Zoological Society of San Diego Restated Pension Plan for Non-Union Employees · Sponsored by San Diego Zoo Wildlife Alliance · California · Arts, Entertainment & Recreation

$113M in assets, 606 participants

San Diego Zoo Wildlife Alliance's Zoological Society of San Diego Restated Pension Plan for Non-Union Employees reported $113M in total assets and 606 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #2,837 in Arts, Entertainment & Recreation (2,945 peers)

Where Zoological Society of San Diego Restated Pension Plan for Non-Union Employees sits by assets

Zoological Society of San Diego Restated Pension Plan for Non-Union Employees sits in the top 10% of all filed plans by assets, $113M for 606 participants (~$186,110/participant), down 0.4% in 2023.

$113M
total plan assets (2023 EOY)
606
covered participants
92nd
percentile by assets (of 127,072 plans)
$186,110
avg assets per participant

The plan reported a net loss of $460K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zoological Society of San Diego Restated Pension Plan for Non-Union Employees reported net income rose from -$29M in the plan year 2022 filing to -$460K in the plan year 2023 filing.
  • Zoological Society of San Diego Restated Pension Plan for Non-Union Employees reported participants fell from 697 in the plan year 2022 filing to 606 in the plan year 2023 filing.
  • Zoological Society of San Diego Restated Pension Plan for Non-Union Employees end-of-year assets fell from $113M in the plan year 2022 filing to $113M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Zoological Society of San Diego Restated Pension Plan for Non-Union Employees vs the 2023 asset distribution

By assets, Zoological Society of San Diego Restated Pension Plan for Non-Union Employees outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$113M
Net Income-$460K
Employer EIN951648219
Plan Effective Date1951-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Zoo Wildlife Alliance)

$340M$360M$380M$400M 202220232024 $348M $391M ▲ +12.3%
Total plan assets by year, all San Diego Zoo Wildlife Alliance plans on file
Year Plans Participants Total Assets
2022 3 4,675 $348M
2023 3 4,712 $376M
2024 3 4,498 $391M

Nearby Defined Benefit (Pension) Plans in California

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

Zoological Society of San Diego Restated Pension Plan for Non-Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Zoological Society of San Diego Restated Pension Plan for Non-Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Zoological Society o…Kaiser Permanente Re…Pacific Gas and Elec…Pacific Gas and Elec…Retirement Plan for …Disney Salaried Pens…
Zoological Society of San Diego Restated Pension Plan for Non-Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Zoological Society of San Diego Restated Pension Plan for Non-Union Employees by total assets, not by location.

Frequently Asked Questions

How did Zoological Society of San Diego Restated Pension Plan for Non-Union Employees assets move in 2023?
Zoological Society of San Diego Restated Pension Plan for Non-Union Employees held essentially flat - down 0.4% during 2023, from $113M to $113M. Reported net income was -$460K.
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 Zoological Society of San Diego Restated Pension Plan for Non-Union Employees rank by assets among Form 5500 filers?
Zoological Society of San Diego Restated Pension Plan for Non-Union Employees ranks in the 92nd 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 Defined Benefit (Pension) plans are similar in size to Zoological Society of San Diego Restated Pension Plan for Non-Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Scotiabank Pension Plan (United States) in ($113M, 147 participants).

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