Profit Sharing · DOL Form 5500 · 2024
Conservation Society of California Dba Oakland Zoo Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 246
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $30,877
- Avg per participant Low balance/head
Official DOL plan name: Oakland Zoo 403(b) Plan · Sponsored by Conservation Society of California Dba Oakland Zoo · California · Other Services
$8M in assets, 246 participants
Conservation Society of California Dba Oakland Zoo's Oakland Zoo 403(b) Plan reported $8M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #5,413 in Other Services (7,719 peers)
Coverage in California
Oakland Zoo 403(b) Plan covers 246 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $8M.
- #5,413
- in Other Services (7,719 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $430K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$7,595,857 Top 50% higher than 50% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oakland Zoo 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 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 (246 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oakland Zoo 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to -$430K in the plan year 2024 filing.
- Oakland Zoo 403(b) Plan reported participants fell from 346 in the plan year 2023 filing to 246 in the plan year 2024 filing.
- Oakland Zoo 403(b) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
DOL schedule card
Filing strip 941687847 · Conservation Society of California Dba Oakland Zoo PY 2024 · Profit Sharing
Oakland Zoo 403(b) Plan · $8M · 246 · 50th
- NET $8M
- NET 246
- NET 50th
- NET Profit Sharing
- NET near Louis F. Cainkar, Ltd. Profit Sharing Plan
- NET ind #5413
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
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$430K |
| Employer EIN | 941687847 |
| Plan Effective Date | 2004-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Conservation Society of California Dba Oakland Zoo)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $8M |
| 2023 | 1 | 346 | $10M |
| 2024 | 2 | 619 | $20M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
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 Louis F. Cainkar, Ltd. Profit Sharing Plan in IL ($8M); by covered participants it is Teamsters Local 408 Annuity Fund in NJ (246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (246 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.