Defined Benefit (Pension) · DOL Form 5500 · 2023

Cubic Corporation Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
214
Participants Below avg headcount
90th
Percentile by assets National rank
$366,159
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cubic Corporation Pension Plan · Sponsored by Cubic Corporation · California · Manufacturing

$78M in assets, 214 participants

Cubic Corporation's Cubic Corporation Pension Plan reported $78M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,814 in Manufacturing (18,722 peers)

Coverage in California

Cubic Corporation Pension Plan covers 214 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $78M.

#15,814
in Manufacturing (18,722 peers)
+6.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Cubic Corporation Pension Plan's outsized position by total assets

Cubic Corporation Pension Plan vs every filed plan by assets

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

$78,358,009 Top 10% higher than 90% 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

Cubic Corporation Pension 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. Cubic Corporation Pension Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cubic Corporation Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cubic Corporation Pension Plan reported participants fell from 252 in the plan year 2022 filing to 214 in the plan year 2023 filing.
  • Cubic Corporation Pension Plan end-of-year assets rose from $74M in the plan year 2022 filing to $78M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951678055 · Cubic Corporation PY 2023 · Defined Benefit (Pension)

Cubic Corporation Pension Plan · $78M · 214 · 90th

  • SCH $78M
  • EBSA 214
  • PART 90th
  • TYPE Defined Benefit (Pension)
  • NET near The Scott Fetzer Pension Plan
  • BOOK ind #15814

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 Manufacturing retirement plans → · Plans in California →

Cubic Corporation Pension Plan in the asset neighbourhood

Community First Credit Union Defined Benefit Plan and TrustCommunity First Credit Union…$78MCubic Corporation Pension PlanCubic Corporation Pension Pl…$78MThe Scott Fetzer Pension Plan$78MPlumbers & Pipefitters Local 152 Pension Tr FundPlumbers & Pipefitters Local…$78MEmployees' Retirement Plan of Bank of HawaiiEmployees' Retirement Plan o…$78M
End-of-year total assets ($M) among Cubic Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$78M
Net Income$5M
Employer EIN951678055
Plan Effective Date1974-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cubic Corporation)

Sponsor-wide plan assets over time

All Cubic Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$723M 12.263903538546073% vs 2022
2024 filing year
$600M$650M$700M$750M 202220232024 $644M $723M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 2,667 $644M
2023 2 2,406 $713M
2024 2 2,019 $723M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cubic Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cubic Corporation Pension Plan, Total assets ($B): 0.078358009 · Participants: 214Cubic Corporation Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Cubic Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Cubic Corporation Pension Plan side-by-side with 3 peers →

Cubic Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Scott Fetzer Pension Plan in OH ($78M); by covered participants it is Swift Pension Plan in VA (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Cubic Corporation Pension Plan assets move in 2023? ▼
Cubic Corporation Pension Plan grew at a solid clip - up 6.6% during 2023, from $74M to $78M. Reported net income was $5M.
How have Cubic Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cubic Corporation's sponsor-wide assets grew 12.3%, from $644M to $723M.
Where does Cubic Corporation Pension Plan rank by assets among Form 5500 filers? ▼
Cubic Corporation Pension Plan ranks in the 90th 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 Cubic Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Scott Fetzer Pension Plan in OH ($78M, 308 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cubic Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Swift Pension Plan in VA (214 participants, $226M 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 951678055.

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.