Defined Benefit (Pension) · DOL Form 5500 · 2023

San Diego Zoo Wildlife Alliance Pension Plan

Data updated 2026-08-11

$103M
Total assets
1,027
Participants
91st
Percentile by assets
$100,004
Avg per participant
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Official DOL plan name: Zoological Society of San Diego Restated Pension Plan for Union Employees · Sponsored by San Diego Zoo Wildlife Alliance · California · Arts, Entertainment & Recreation

$103M in assets, 1,027 participants

San Diego Zoo Wildlife Alliance's Zoological Society of San Diego Restated Pension Plan for Union Employees reported $103M in total assets and 1,027 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #2,827 in Arts, Entertainment & Recreation (2,945 peers)

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

Zoological Society of San Diego Restated Pension Plan for Union Employees sits in the top 10% of all filed plans by assets, $103M for 1,027 participants (~$100,004/participant), up 2.3% in 2023.

$103M
total plan assets (2023 EOY)
1,027
covered participants
91st
percentile by assets (of 127,072 plans)
$100,004
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zoological Society of San Diego Restated Pension Plan for Union Employees reported net income rose from -$20M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zoological Society of San Diego Restated Pension Plan for Union Employees reported participants fell from 1,165 in the plan year 2022 filing to 1,027 in the plan year 2023 filing.
  • Zoological Society of San Diego Restated Pension Plan for Union Employees end-of-year assets rose from $100M in the plan year 2022 filing to $103M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Arts, Entertainment & Recreation

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

By assets, Zoological Society of San Diego Restated Pension Plan for Union Employees outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$103M
Net Income$2M
Employer EIN951648219
Plan Effective Date1957-07-01
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 Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Zoological Society of San Diego Restated Pension Plan for 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 Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Zoological Society of San Diego Restated… side-by-side with 3 peers →

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 Union Employees by total assets, not by location.

Frequently Asked Questions

How did Zoological Society of San Diego Restated Pension Plan for Union Employees assets move in 2023? ▼
Zoological Society of San Diego Restated Pension Plan for Union Employees edged up modestly - up 2.3% during 2023, from $100M to $103M. Reported net income was $2M.
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 Union Employees rank by assets among Form 5500 filers? ▼
Zoological Society of San Diego Restated Pension Plan for Union Employees ranks in the 91st 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 Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Fifth Third Bancorp Master Retirement Plan in OH ($103M, 813 participants).

Next read for Zoological Society of San Diego Restated…

Scale reading

Ways to act on Zoological Society of San Diego Restated Pension Plan for Union Employees's numbers.

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.