Profit Sharing · DOL Form 5500 · 2023

Conservation Society of California Dba Oakland Zoo Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
346
Participants Below avg headcount
59th
Percentile by assets National rank
$28,965
Avg per participant Low balance/head
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Official DOL plan name: Oakland Zoo 403(b) Plan · Sponsored by Conservation Society of California Dba Oakland Zoo · California · Other Services

$10M in assets, 346 participants

Conservation Society of California Dba Oakland Zoo's Oakland Zoo 403(b) Plan reported $10M in total assets and 346 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,000 in Other Services (7,857 peers)

Conservation Society of California Dba Oakland Zoo multi-year trail

Conservation Society of California Dba Oakland Zoo's plans moved +133.0% in assets from 2022 to 2024; this filing shows Oakland Zoo 403(b) Plan at $10M / 346 participants.

#6,000
in Other Services (7,857 peers)
+19.5%
assets growth YoY

Oakland Zoo 403(b) Plan's mid-pack asset rank among Other Services and all filers

Oakland Zoo 403(b) Plan vs every filed plan by assets

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

$10,021,993 Top 41% higher than 59% 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

Oakland Zoo 403(b) Plan 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. Oakland Zoo 403(b) Plan sits mid-pack in the medium band (346 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakland Zoo 403(b) Plan reported net income rose from $794K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oakland Zoo 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Oakland Zoo 403(b) Plan reported participants rose from 305 in the plan year 2022 filing to 346 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941687847 · Conservation Society of California Dba Oakland Zoo PY 2023 · Profit Sharing

Oakland Zoo 403(b) Plan · $10M · 346 · 59th

  • SCH $10M
  • EBSA 346
  • PART 59th
  • TYPE Profit Sharing
  • NET near Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance
  • BOOK ind #6000

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 Other Services retirement plans → · Plans in California →

Oakland Zoo 403(b) Plan in the asset neighbourhood

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)Ballet Theatre Foundation, I…$10MVariety Child Learning Center 401(a) Profit Sharing PlanVariety Child Learning Cente…$10MOakland Zoo 403(b) Plan$10MSafe-Harbor 403(b) Thrift Plan for Employees of Nuway AllianceSafe-Harbor 403(b) Thrift Pl…$10MDry Harbor Hrf Inc. Profit Sharing PlanDry Harbor Hrf Inc. Profit S…$10M
End-of-year total assets ($M) among Oakland Zoo 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Conservation Society of California Dba Oakland Zoo multi-year asset trail

Sponsor-wide plan assets over time

All Conservation Society of California Dba Oakland Zoo plans reported in each filing year

Latest sponsor-wide plan assets
$20M 132.99062672351081% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.39M $19.6M ▲ +133.0%
Year Plans Participants Total Assets
2022 1 305 $8M
2023 1 346 $10M
2024 2 619 $20M

Conservation Society of California Dba Oakland Zoo filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN941687847
Plan Effective Date2004-06-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Oakland Zoo 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Oakland Zoo 403(b) Plan, Total assets ($B): 0.010021993 · Participants: 346Oakland Zoo 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Oakland Zoo 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Oakland Zoo 403(b) Plan side-by-side with 3 peers →

Oakland Zoo 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance in MN ($10M); by covered participants it is Healthsource of Ohio Profit Sharing Plan in OH (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 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 Oakland Zoo 403(b) Plan assets move in 2023? ▼
Oakland Zoo 403(b) Plan grew sharply - up 19.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have Conservation Society of California Dba Oakland Zoo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conservation Society of California Dba Oakland Zoo's sponsor-wide assets grew 133.0%, from $8M to $20M.
Which Profit Sharing plans are similar in size to Oakland Zoo 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance in MN ($10M, 375 participants).
Which Profit Sharing plans cover a similar participant headcount to Oakland Zoo 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Healthsource of Ohio Profit Sharing Plan in OH (346 participants, $16M 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 941687847.

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.