Profit Sharing · DOL Form 5500 · 2023

Conservation Society of California Dba Oakland Zoo Profit Sharing Plan

Data updated 2026-08-11

$10M
Total assets
346
Participants
59th
Percentile by assets
$28,965
Avg per participant
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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.

  • 59th percentile by assets (of 127,072 plans)
  • #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.

$10M
total plan assets (2023 EOY)
346
covered participants
59th
percentile by assets (of 127,072 plans)
$28,965
avg assets per participant

Where Oakland Zoo 403(b) Plan sits by total assets

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 $2,010,000,000 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

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 →

State
California
Industry
Other Services

Conservation Society of California Dba Oakland Zoo across 3 plan years on file

Across the 3 plan years Conservation Society of California Dba Oakland Zoo has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $20M, a gain of 133.0%, while reported participants moved from 305 to 619 (+103.0%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($8M).

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

$5M$10M$15M$20M$25M 202220232024 $8.39M $19.6M ▲ +133.0%
Total plan assets by year, all Conservation Society of California Dba Oakland Zoo plans on file
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 ($B) Participants Oakland Zoo 403(b) P…, Total assets ($B): 0.010021993 · Participants: 346Oakland Zoo 403(b) P…Intel Retirement Con…, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Con…Scpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Indus…, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Indus…Memorialcare Retirem…, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirem…Disney Retirement Sa…, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Sa…
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 →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Oakland Zoo 403(b) Plan by total assets, not by location.

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).

Next read for Oakland Zoo 403(b) Plan

Multi-year trail

Ways to act on Oakland Zoo 403(b) Plan's numbers.

  • By total assets, Oakland Zoo 403(b) Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
  • Conservation Society of California Dba Oakland Zoo's sponsor-wide assets have grown 133.0% since 2022 across 3 plan years on file. More Other Services plans

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.