Defined Benefit (Pension) · DOL Form 5500 · 2024

Cubic Corporation Pension Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
185
Participants Below avg headcount
88th
Percentile by assets National rank
$401,140
Avg per participant High balance/head
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Official DOL plan name: Cubic Corporation Pension Plan · Sponsored by Cubic Corporation · California · Manufacturing

$74M in assets, 185 participants

Cubic Corporation's Cubic Corporation Pension Plan reported $74M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,687 in Manufacturing (17,777 peers)

Coverage in California

Cubic Corporation Pension Plan covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $74M.

#14,687
in Manufacturing (17,777 peers)
-5.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cubic Corporation Pension Plan's outsized position by total assets

Cubic Corporation Pension Plan vs every filed plan by assets

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

$74,210,839 Top 12% higher than 88% 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

Cubic Corporation Pension 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. Cubic Corporation Pension Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cubic Corporation Pension Plan reported net income fell from $5M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Cubic Corporation Pension Plan reported participants fell from 214 in the plan year 2023 filing to 185 in the plan year 2024 filing.
  • Cubic Corporation Pension Plan end-of-year assets fell from $78M in the plan year 2023 filing to $74M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 951678055 · Cubic Corporation PY 2024 · Defined Benefit (Pension)

Cubic Corporation Pension Plan · $74M · 185 · 88th

  • IND $74M
  • EOY 185
  • 5500 88th
  • ASSETS Defined Benefit (Pension)
  • PCT near Gatx Corporation Noncontributory Pension Plan for Hourly Employees
  • EIN ind #14687

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 Manufacturing retirement plans → · Plans in California →

Cubic Corporation Pension Plan in the asset neighbourhood

Liberty Utilities Cash Balance Pension PlanLiberty Utilities Cash Balan…$74MDr Pepper Snapple Group, Inc. Personal Pension Account PlanDr Pepper Snapple Group, Inc…$74MCubic Corporation Pension PlanCubic Corporation Pension Pl…$74MGatx Corporation Noncontributory Pension Plan for Hourly EmployeesGatx Corporation Noncontribu…$74MEastern Connecticut Health Network, Inc. Pension PlanEastern Connecticut Health N…$74M
End-of-year total assets ($M) among Cubic Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$74M
Net Income-$4M
Employer EIN951678055
Plan Effective Date1974-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cubic Corporation)

Sponsor-wide plan assets over time

All Cubic Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$723M 12.263903538546073% vs 2022
2024 filing year
$600M$650M$700M$750M 202220232024 $644M $723M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 2,667 $644M
2023 2 2,406 $713M
2024 2 2,019 $723M

Nearby Defined Benefit (Pension) Plans in California

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

Cubic Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cubic Corporation Pension Plan, Total assets ($B): 0.074210839 · Participants: 185Cubic Corporation 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
Cubic Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Cubic Corporation Pension Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Gatx Corporation Noncontributory Pension Plan for Hourly Employees in IL ($74M); by covered participants it is Laerdal Medical Corporation Employees' Pension Plan in NY (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Cubic Corporation Pension Plan assets move in 2024? ▼
Cubic Corporation Pension Plan pulled back noticeably - down 5.3% during 2024, from $78M to $74M. Reported net income was -$4M.
How have Cubic Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cubic Corporation's sponsor-wide assets grew 12.3%, from $644M to $723M.
Where does Cubic Corporation Pension Plan rank by assets among Form 5500 filers? ▼
Cubic Corporation Pension Plan ranks in the 88th 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 Cubic Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gatx Corporation Noncontributory Pension Plan for Hourly Employees in IL ($74M, 392 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cubic Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Laerdal Medical Corporation Employees' Pension Plan in NY (185 participants, $12M 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 951678055.

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.