Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, San Diego County Theatrical Pension Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 869
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $64,161
- Avg per participant Low balance/head
Official DOL plan name: San Diego County Theatrical Pension Plan · Sponsored by Board of Trustees, San Diego County Theatrical · California · Arts, Entertainment & Recreation
$56M in assets, 869 participants
Board of Trustees, San Diego County Theatrical's San Diego County Theatrical Pension Plan reported $56M in total assets and 869 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,727 in Arts, Entertainment & Recreation (2,945 peers)
Where San Diego County Theatrical Pension Plan sits by assets
San Diego County Theatrical Pension Plan sits in the top quartile of all filed plans by assets, $56M for 869 participants (~$64,161/participant), up 18.4% in 2023.
- #2,727
- in Arts, Entertainment & Recreation (2,945 peers)
- +18.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
San Diego County Theatrical Pension Plan's outsized position by total assets
San Diego County Theatrical Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,755,687 Top 13% higher than 87% 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
San Diego County Theatrical 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. San Diego County Theatrical Pension Plan sits mid-pack in the medium band (869 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Diego County Theatrical Pension Plan reported net income rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- San Diego County Theatrical Pension Plan reported participants fell from 1,174 in the plan year 2022 filing to 869 in the plan year 2023 filing.
- San Diego County Theatrical Pension Plan end-of-year assets rose from $47M in the plan year 2022 filing to $56M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 956336895 · Board of Trustees, San Diego County Theatrical PY 2023 · Defined Benefit (Pension)
San Diego County Theatrical Pension Plan · $56M · 869 · 87th
- IND $56M
- IND 869
- IND 87th
- IND Defined Benefit (Pension)
- IND near Employees' Retirement Plan of Proskauer Rose LLP
- IND ind #2727
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 →
San Diego County Theatrical Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $9M |
| Employer EIN | 956336895 |
| Plan Effective Date | 1970-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, San Diego County Theatrical)
Sponsor-wide plan assets over time
All Board of Trustees, San Diego County Theatrical plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 33.93981947945802% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,174 | $47M |
| 2023 | 1 | 869 | $56M |
| 2024 | 1 | 889 | $63M |
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
San Diego County Theatrical Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Proskauer Rose LLP in NY ($56M); by covered participants it is Yale New Haven Health System Pension Plan in CT (869 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (869 participants); asset peers above are excluded.
- Yale New Haven Health System Pension Plan (CT) 869 · 0 off
- The Children's Hospital of Philadelphia Pension Plan for Union-Represented Employees (PA) 870 · 1 off
- Essendant Pension Plan (IL) 868 · 1 off
- Esl Federal Credit Union Pension Plan (NY) 871 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.