Profit Sharing · DOL Form 5500 · 2024

Conservation Society of California Dba Oakland Zoo Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
373
Participants Below avg headcount
60th
Percentile by assets National rank
$32,040
Avg per participant Low balance/head
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Official DOL plan name: Oakland Zoo 403(b) Plan · Sponsored by Conservation Society of California Dba Oakland Zoo · California · Other Services

$12M in assets, 373 participants

Conservation Society of California Dba Oakland Zoo's Oakland Zoo 403(b) Plan reported $12M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,950 in Other Services (7,719 peers)

Conservation Society of California Dba Oakland Zoo multi-year trail

Conservation Society of California Dba Oakland Zoo's plans moved +133.0% in assets from 2022 to 2024; this filing shows Oakland Zoo 403(b) Plan at $12M / 373 participants.

#5,950
in Other Services (7,719 peers)
+19.2%
assets growth YoY

Oakland Zoo 403(b) Plan's mid-pack asset rank among Other Services and all filers

Oakland Zoo 403(b) Plan vs every filed plan by assets

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

$11,950,866 Top 40% higher than 60% 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

Oakland Zoo 403(b) Plan 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. Oakland Zoo 403(b) Plan sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakland Zoo 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Oakland Zoo 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Oakland Zoo 403(b) Plan reported participants rose from 346 in the plan year 2023 filing to 373 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941687847 · Conservation Society of California Dba Oakland Zoo PY 2024 · Profit Sharing

Oakland Zoo 403(b) Plan · $12M · 373 · 60th

  • BOY $12M
  • SCH 373
  • EBSA 60th
  • PART Profit Sharing
  • TYPE near Charles Momper, Inc. Profit Sharing Plan
  • NET ind #5950

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 →

Oakland Zoo 403(b) Plan in the asset neighbourhood

Jeld-Wen, Inc. Employee Stock Ownership and Retirement PlanJeld-Wen, Inc. Employee Stoc…$12MEdmond a Swad PC Profit Sharing TrustEdmond a Swad PC Profit Shar…$12MCharles Momper, Inc. Profit Sharing PlanCharles Momper, Inc. Profit …$12MOakland Zoo 403(b) Plan$12M403(b) Thrift Plan for Employees of Family Services of Westchester, Inc.403(b) Thrift Plan for Emplo…$12M
End-of-year total assets ($M) among Oakland Zoo 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Conservation Society of California Dba Oakland Zoo multi-year asset trail

Sponsor-wide plan assets over time

All Conservation Society of California Dba Oakland Zoo plans reported in each filing year

Latest sponsor-wide plan assets
$20M 132.99062672351081% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.39M $19.6M ▲ +133.0%
Year Plans Participants Total Assets
2022 1 305 $8M
2023 1 346 $10M
2024 2 619 $20M

Conservation Society of California Dba Oakland Zoo filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN941687847
Plan Effective Date2004-06-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Oakland Zoo 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Oakland Zoo 403(b) Plan, Total assets ($B): 0.011950866 · Participants: 373Oakland Zoo 403(b) PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Oakland Zoo 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Oakland Zoo 403(b) Plan side-by-side with 3 peers →

Oakland Zoo 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Charles Momper, Inc. Profit Sharing Plan in IN ($12M); by covered participants it is Christian Healthcare Ministries 403(b) Plan II in OH (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Oakland Zoo 403(b) Plan assets move in 2024? ▼
Oakland Zoo 403(b) Plan grew sharply - up 19.2% during 2024, from $10M to $12M. Reported net income was $2M.
How have Conservation Society of California Dba Oakland Zoo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conservation Society of California Dba Oakland Zoo's sponsor-wide assets grew 133.0%, from $8M to $20M.
Which Profit Sharing plans are similar in size to Oakland Zoo 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Charles Momper, Inc. Profit Sharing Plan in IN ($12M, 137 participants).
Which Profit Sharing plans cover a similar participant headcount to Oakland Zoo 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Christian Healthcare Ministries 403(b) Plan II in OH (373 participants, $13M 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 941687847.

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.