Defined Benefit (Pension) · DOL Form 5500 · 2024

Athletics Investment Group, LLC Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
124
Participants Small participant base
87th
Percentile by assets National rank
$558,338
Avg per participant High balance/head
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Official DOL plan name: Major League Baseball Pension Plan for Non-Uniformed Personnel · Sponsored by Athletics Investment Group, LLC · California · Arts, Entertainment & Recreation

$69M in assets, 124 participants

Athletics Investment Group, LLC's Major League Baseball Pension Plan for Non-Uniformed Personnel reported $69M in total assets and 124 participants in its 2024 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.

  • #2,726 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

Major League Baseball Pension Plan for Non-Uniformed Personnel covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $69M.

#2,726
in Arts, Entertainment & Recreation (2,921 peers)
+2.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Major League Baseball Pension Plan for Non-Uniformed Personnel's outsized position by total assets

Major League Baseball Pension Plan for Non-Uniformed Personnel vs every filed plan by assets

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

$69,233,928 Top 13% higher than 87% 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

Major League Baseball Pension Plan for Non-Uniformed Personnel 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. Major League Baseball Pension Plan for Non-Uniformed Personnel sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Major League Baseball Pension Plan for Non-Uniformed Personnel reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Major League Baseball Pension Plan for Non-Uniformed Personnel reported participants fell from 135 in the plan year 2023 filing to 124 in the plan year 2024 filing.
  • Major League Baseball Pension Plan for Non-Uniformed Personnel end-of-year assets rose from $67M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943232189 · Athletics Investment Group, LLC PY 2024 · Defined Benefit (Pension)

Major League Baseball Pension Plan for Non-Uniformed Personnel · $69M · 124 · 87th

  • SCH $69M
  • EBSA 124
  • PART 87th
  • TYPE Defined Benefit (Pension)
  • NET near Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan
  • BOOK ind #2726

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 →

Major League Baseball Pension Plan for Non-Uniformed Personnel in the asset neighbourhood

Magee Rehabilitation Hospital Defined Benefit Pension PlanMagee Rehabilitation Hospita…$69MTuscaloosa Plumbers & Steamfitters Local 372 Pension PlanTuscaloosa Plumbers & Steamf…$69MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$69MInsulators Local 23 Pension PlanInsulators Local 23 Pension …$69MThe Retirement Plan for Employees of Thomaston Savings BankThe Retirement Plan for Empl…$69M
End-of-year total assets ($M) among Major League Baseball Pension Plan for Non-Uniformed Personnel and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$69M
Net Income$2M
Employer EIN943232189
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athletics Investment Group, LLC)

Sponsor-wide plan assets over time

All Athletics Investment Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$109M 21.708901937714288% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.8M $109M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 1,468 $90M
2023 2 1,616 $103M
2024 2 1,514 $109M

Nearby Defined Benefit (Pension) Plans in California

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

Major League Baseball Pension Plan for Non-Uniformed Personnel vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Major League Baseball Pension Plan for Non-Uniformed Personnel, Total assets ($B): 0.069233928 · Participants: 124Major League Baseball Pension Plan for Non-Uniformed PersonnelKaiser 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
Major League Baseball Pension Plan for Non-Uniformed Personnel vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Major League Baseball Pension Plan for Non-Uniformed Personnel's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan in AL ($69M); by covered participants it is Cotton Incorporated Pension Plan in NC (124 participants). Same-state nearby plans are listed separately above.

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 Major League Baseball Pension Plan for Non-Uniformed Personnel assets move in 2024?
Major League Baseball Pension Plan for Non-Uniformed Personnel edged up modestly - up 2.9% during 2024, from $67M to $69M. Reported net income was $2M.
How have Athletics Investment Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Athletics Investment Group, LLC's sponsor-wide assets grew 21.7%, from $90M to $109M.
Where does Major League Baseball Pension Plan for Non-Uniformed Personnel rank by assets among Form 5500 filers?
Major League Baseball Pension Plan for Non-Uniformed Personnel ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Major League Baseball Pension Plan for Non-Uniformed Personnel?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan in AL ($69M, 213 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Major League Baseball Pension Plan for Non-Uniformed Personnel?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cotton Incorporated Pension Plan in NC (124 participants, $37M in assets).