Defined Benefit (Pension) · DOL Form 5500 · 2024
San Diego Zoo Wildlife Alliance Pension Plan
Data updated 2026-08-11
- $98M
- Total assets
- 904
- Participants
- 90th
- Percentile by assets
- $108,155
- Avg per participant
Official DOL plan name: Zoological Society of San Diego Restated Pension Plan for Union Employees · Sponsored by San Diego Zoo Wildlife Alliance · California · Arts, Entertainment & Recreation
$98M in assets, 904 participants
San Diego Zoo Wildlife Alliance's Zoological Society of San Diego Restated Pension Plan for Union Employees reported $98M in total assets and 904 participants in its 2024 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.
- 90th percentile by assets (of 123,622 plans)
- #2,777 in Arts, Entertainment & Recreation (2,921 peers)
Where Zoological Society of San Diego Restated Pension Plan for Union Employees sits by assets
Zoological Society of San Diego Restated Pension Plan for Union Employees sits in the top 10% of all filed plans by assets, $98M for 904 participants (~$108,155/participant), down 4.8% in 2024.
- $98M
- total plan assets (2024 EOY)
- 904
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $108,155
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Zoological Society of San Diego Restated Pension Plan for Union Employees sits by total assets
Zoological Society of San Diego Restated Pension Plan for Union Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$97,772,287 Top 10% higher than 90% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zoological Society of San Diego Restated Pension Plan for Union Employees reported net income fell from $2M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Zoological Society of San Diego Restated Pension Plan for Union Employees reported participants fell from 1,027 in the plan year 2023 filing to 904 in the plan year 2024 filing.
- Zoological Society of San Diego Restated Pension Plan for Union Employees end-of-year assets fell from $103M in the plan year 2023 filing to $98M in the plan year 2024 filing.
Zoological Society of San Diego Restated Pension Plan for Union Employees vs the 2024 asset distribution
By assets, Zoological Society of San Diego Restated Pension Plan for Union Employees outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$5M |
| Employer EIN | 951648219 |
| Plan Effective Date | 1957-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Zoo Wildlife Alliance)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,675 | $348M |
| 2023 | 3 | 4,712 | $376M |
| 2024 | 3 | 4,498 | $391M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Zoological Society of San Diego Restated Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Zoological Society of San Diego Restated Pension Plan for Union Employees by total assets, not by location.
- Instant Brands Pension Plan (IL) $98M · 238
- Alaska Ironworkers Pension Plan (AK) $98M · 123
- Truman Medical Centers Cash Balance Retirement Plan (MO) $98M · 860
- Community First Credit Union Defined Benefit Plan and Trust (WI) $98M · 542
Frequently Asked Questions
How did Zoological Society of San Diego Restated Pension Plan for Union Employees assets move in 2024? ▼
How have San Diego Zoo Wildlife Alliance plan assets changed over time? ▼
Where does Zoological Society of San Diego Restated Pension Plan for Union Employees rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Zoological Society of San Diego Restated Pension Plan for Union Employees's numbers.
- By total assets, Zoological Society of San Diego Restated Pension Plan for Union Employees ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- San Diego Zoo Wildlife Alliance's sponsor-wide assets have grown 12.3% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans