Defined Benefit (Pension) · DOL Form 5500 · 2024
San Diego Zoo Wildlife Alliance Pension Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 904
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $108,155
- Avg per participant Below avg balance/head
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.
- #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.
- #2,777
- in Arts, Entertainment & Recreation (2,921 peers)
- -4.8%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
Zoological Society of San Diego Restated Pension Plan for Union Employees's outsized position 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
Zoological Society of San Diego Restated Pension Plan for Union Employees 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. Zoological Society of San Diego Restated Pension Plan for Union Employees sits mid-pack in the medium band (904 participants).
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.
EBSA filing schedule strip
Filing strip 951648219 · San Diego Zoo Wildlife Alliance PY 2024 · Defined Benefit (Pension)
Zoological Society of San Diego Restated Pension Plan for Union Employees · $98M · 904 · 90th
- IND $98M
- IND 904
- IND 90th
- IND Defined Benefit (Pension)
- IND near Instant Brands Pension Plan
- IND ind #2777
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 →
Zoological Society of San Diego Restated Pension Plan for Union Employees in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All San Diego Zoo Wildlife Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $391M 12.322066893924035% vs 2022
- 2024 filing year
| 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.
- 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
Zoological Society of San Diego Restated Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Instant Brands Pension Plan in IL ($98M); by covered participants it is General Retirement Plan for Employees of Carpenter Technology Corporation in PA (903 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (904 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.