Defined Benefit (Pension) · DOL Form 5500 · 2024

Automobile Club of So California Pension Plan

Data updated 2026-08-25

$2.6B
Total assets Very large vs avg
10,966
Participants Very large workforce
99th
Percentile by assets National rank
$238,637
Avg per participant Above avg balance/head
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Official DOL plan name: Club Pension Plan · Sponsored by Automobile Club of So California · California · Other Services

$2.6B in assets, 10,966 participants

Automobile Club of So California's Club Pension Plan reported $2.6B in total assets and 10,966 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #7,716 in Other Services (7,719 peers)

Coverage in California

Club Pension Plan covers 10,966 participants in California, 17x the typical California plan (state average ~630 per filing). Assets: $2.6B.

#7,716
in Other Services (7,719 peers)
+2.5%
assets growth YoY
26×
vs typical plan assets (national mean)

Club Pension Plan's outsized position by total assets

Club Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,616,895,475 Top 1% higher than 99% of 123,620 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 2024

Club Pension Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Club Pension Plan is a mega filing (10,966 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Club Pension Plan reported net income fell from $283M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Club Pension Plan reported participants rose from 10,111 in the plan year 2023 filing to 10,966 in the plan year 2024 filing.
  • Club Pension Plan end-of-year assets rose from $2.6B in the plan year 2023 filing to $2.6B in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 950514585 · Automobile Club of So California PY 2024 · Defined Benefit (Pension)

Club Pension Plan · $2.6B · 10,966 · 99th

  • RANK $2.6B
  • PHOTO 10,966
  • IND 99th
  • EOY Defined Benefit (Pension)
  • 5500 near New York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund
  • ASSETS ind #7716

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 →

Club Pension Plan in the asset neighbourhood

Retirement Accumulation Plan for Partners of PwcRetirement Accumulation Plan…$2.7BThe Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and OfficersThe Retirement Benefit Plan …$2.7BValero Energy Corporation Pension PlanValero Energy Corporation Pe…$2.6BClub Pension Plan$2.6BNew York Hotel Trades Council and Hotel Association of New York City, Inc. Pension FundNew York Hotel Trades Counci…$2.6B
End-of-year total assets ($B) among Club Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2.6B
Net Assets (End of Year)$2.6B
Net Income$59M
Employer EIN950514585
Plan Effective Date1940-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Automobile Club of So California)

Sponsor-wide plan assets over time

All Automobile Club of So California plans reported in each filing year

Latest sponsor-wide plan assets
$4.2B 21.96339570939306% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B 202220232024 $3.47B $4.23B ▲ +21.9%
Year Plans Participants Total Assets
2022 2 22,769 $3.5B
2023 2 23,592 $4.0B
2024 2 24,571 $4.2B

Nearby Defined Benefit (Pension) Plans in California

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

Club Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 010203040 Total assets ($B) Participants Club Pension Plan, Total assets ($B): 2.616895475 · Participants: 10966Club Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Club Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Club Pension Plan side-by-side with 3 peers →

Scale composition for Club Pension Plan

Club Pension Plan reports $2.6B in end-of-year assets across 10,966 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $238,637 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was $59M.

This plan identity (EIN 950514585, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $2.6B (+15.3%) while covered participants moved from 9,816 to 10,966 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,816 $2.3B Open filing
2023 10,111 $2.6B Open filing
2024 · index core 10,966 $2.6B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside California, the nearest Defined Benefit (Pension) by assets is New York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund in NY ($2.6B); by covered participants it is N. Atlantic States Carp. Guaranteed Annuity Fund in MA (10,943 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,966 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.

Frequently Asked Questions

How did Club Pension Plan assets move in 2024? ▼
Club Pension Plan edged up modestly - up 2.5% during 2024, from $2.6B to $2.6B. Reported net income was $59M.
How have Automobile Club of So California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Automobile Club of So California's sponsor-wide assets grew 22.0%, from $3.5B to $4.2B.
Where does Club Pension Plan rank by assets among Form 5500 filers? ▼
Club Pension Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Club Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund in NY ($2.6B, 25,208 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Club Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is N. Atlantic States Carp. Guaranteed Annuity Fund in MA (10,943 participants, $3.8B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 950514585.

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.