Defined Benefit (Pension) · DOL Form 5500 · 2023
San Diego Zoo Wildlife Alliance Pension Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 1,027
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $100,004
- Avg per participant Below avg balance/head
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.
- #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.
- #2,827
- in Arts, Entertainment & Recreation (2,945 peers)
- +2.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Zoological Society of San Diego Restated Pension Plan for Union Employees's outsized position by total assets
Zoological Society of San Diego Restated Pension Plan for Union Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$102,703,951 Top 9% higher than 91% 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
Zoological Society of San Diego Restated Pension Plan for Union Employees'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. Zoological Society of San Diego Restated Pension Plan for Union Employees lands in the large band (1,027 participants).
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.
Plan-year Form 5500 strip
Filing strip 951648219 · San Diego Zoo Wildlife Alliance PY 2023 · Defined Benefit (Pension)
Zoological Society of San Diego Restated Pension Plan for Union Employees · $103M · 1,027 · 91st
- VS-ST $103M
- BOY 1,027
- SCH 91st
- EBSA Defined Benefit (Pension)
- PART near The Fifth Third Bancorp Master Retirement Plan
- TYPE ind #2827
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 →
Zoological Society of San Diego Restated Pension Plan for Union Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $2M |
| Employer EIN | 951648219 |
| Plan Effective Date | 1957-07-01 |
| Filing Status | FILING 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
| 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.
- 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
Zoological Society of San Diego Restated Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is The Fifth Third Bancorp Master Retirement Plan in OH ($103M); by covered participants it is Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan in ND (1,028 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- The Fifth Third Bancorp Master Retirement Plan (OH) $103M · 813
- Hogan Lovells US LLP Cash Balance Plan (DC) $103M · 355
- Delta Air Lines, Inc. Market Based Cash Balance Plan (GA) $103M · 13,044
- Placid Refining Company Pension Plan (TX) $103M · 197
Similar participant headcount
Nearest other-state filings by covered participants (1,027 participants); asset peers above are excluded.
- Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan (ND) 1,028 · 1 off
- Shriners Hospitals for Children Employees' Retirement Plan (FL) 1,028 · 1 off
- National Fuel Gas Company Retirement Plan (NY) 1,029 · 2 off
- Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel (IL) 1,029 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.