San Diego Zoo Wildlife Alliance pension plans

San Diego Zoo Wildlife Alliance, San Diego, CA. EIN 95-1648219. Annual reports 2009–2024. Also filed as Zoological Society of San Diego; Zoological Society of San Diego Non Union; Zoological Society of San Diego, Inc.

San Diego Zoo Wildlife Alliance has 3 active retirement plans on file. The largest is the San Diego Zoo Wildlife Alliance 403(b) Plan, with 3,539 participants and $186 million in assets in 2024. Principal has been its recordkeeper since 2009.

Active plans: 3
Participants: 6,180
Plan assets: $391 million
401(k) recordkeeper: Principal
Plans on file: 4
Industry: Arts and recreation

All 4 plans

Active plans first

San Diego Zoo Wildlife Alliance 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 95-1648219
Participants (2024): 3,539
Net assets (2024): $186 million
Recordkeeper: Principal2009–2024
Plan administrator: San Diego Zoo Wildlife Alliance
Po Box 120551
San Diego, CA 92112
(619) 231-1515As filed for 2024
In effect since: March 1, 2002

Plans merged into this one: Zoological Society of San Diego 403(b) Plan for Non-Union Employees (2016).

Earlier sponsor: Zoological Society of San Diego (2009–2019).

Earlier plan names: Zoological Society of San Diego 403(b) Plan for Union Members; San Diego Zoo Global 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,539	$186 million	Principal
2023	3,514	$161 million	Principal
2022	3,451	$135 million	Principal
2021	3,172	$155 million	Principal
2020	3,075	$144 million	Principal
2019	3,233	$133 million	Principal
2018	2,983	$108 million	Principal
2017	2,815	$109 million	Principal
2016	2,953	$91.7 million	Principal
2015	1,844	$29.5 million	Principal
2014	1,752	$27.9 million	Principal
2013	1,676	$24.9 million	Principal
2012	1,574	$20.3 million	Principal
2011	1,629	$16.6 million	Principal
2010	2,016	$15.5 million	Principal
2009	2,114	$13.8 million	Principal

Zoological Society of San Diego Restated Pension Plan for Union Employees

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 95-1648219
Participants (2024): 1,590
Net assets (2024): $97.8 million
Plan administrator: San Diego Zoo Wildlife Alliance
P.O. Box 120551
San Diego, CA 92112
(619) 231-1515As filed for 2024
In effect since: July 1, 1957

Earlier sponsor: Zoological Society of San Diego, Inc. (2009–2019).

Earlier plan names: Zoological Society of San Diego, Inc. Restated Pension Plan for Ees Covered Under the Terms of a Collective Bargaining Agreement; Zoological Society of San Diego, Inc. Restated Pension Plan for Union Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,590	$97.8 million	not listed
2023	1,760	$103 million	not listed
2022	1,833	$100 million	not listed
2021	1,919	$120 million	not listed
2020	2,079	$104 million	not listed
2019	2,084	$91.3 million	not listed
2018	1,992	$73.2 million	not listed
2017	2,004	$80.3 million	not listed
2016	1,935	$68.0 million	not listed
2015	1,877	$57.3 million	not listed
2014	2,105	$65.9 million	not listed
2013	2,045	$63.3 million	not listed
2012	1,996	$51.0 million	not listed
2011	1,953	$44.6 million	not listed
2010	1,940	$42.4 million	not listed
2009	1,903	$38.9 million	not listed

Zoological Society of San Diego Restated Pension Plan for Non-Union Employees

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 95-1648219
Participants (2024): 1,051
Net assets (2024): $108 million
Plan administrator: San Diego Zoo Wildlife Alliance
P.O. Box 120551
San Diego, CA 92112
(619) 231-1515As filed for 2024
In effect since: July 1, 1951

Earlier sponsor: Zoological Society of San Diego, Inc. (2009–2019).

Earlier plan names: Zoological Society of San Diego, Inc. Restated P/P for Ees Not Covered Under the Terms of a Collective Bargaining Agreement; Zoological Society of San Diego, Inc. Restated Pension Plan for Non-Union Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,051	$108 million	not listed
2023	1,153	$113 million	not listed
2022	1,186	$113 million	not listed
2021	1,238	$142 million	not listed
2020	1,292	$142 million	not listed
2019	1,251	$133 million	not listed
2018	1,137	$102 million	not listed
2017	1,232	$115 million	not listed
2016	1,176	$96.6 million	not listed
2015	1,146	$82.0 million	not listed
2014	1,260	$86.6 million	not listed
2013	1,221	$81.1 million	not listed
2012	1,185	$63.1 million	not listed
2011	1,144	$55.4 million	not listed
2010	1,109	$48.1 million	not listed
2009	1,066	$41.3 million	not listed

Zoological Society of San Diego 403(b) Plan for Non-Union Employees

403(b)Merged

Merged. In 2016 its assets moved to the Zoological Society of San Diego 403(b) Plan for Union Members, sponsored by San Diego Zoo Wildlife Alliance (EIN 95-1648219, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 95-1648219
Participants (2015): 1,008
Net assets (2015): $52.4 million
Recordkeeper: Principal2009–2016
Plan administrator: Zoological Society of San Diego Non Union
2920 Zoo DR
San Diego, CA 92101
(619) 231-1515As filed for 2016
In effect since: July 1, 2001

Earlier sponsor: Zoological Society of San Diego (2009–2012).

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Principal
2015	1,008	$52.4 million	Principal
2014	959	$50.6 million	Principal
2013	1,001	$46.4 million	Principal
2012	963	$36.8 million	Principal
2011	945	$30.9 million	Principal
2010	995	$29.2 million	Principal
2009	1,012	$24.5 million	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the San Diego Zoo Wildlife Alliance 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((619) 231-1515). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

San Diego Zoo Wildlife Alliance 403(b) Plan

Zoological Society of San Diego Restated Pension Plan for Union Employees

Zoological Society of San Diego Restated Pension Plan for Non-Union Employees

Zoological Society of San Diego 403(b) Plan for Non-Union Employees

If you had money in one of these plans

What these numbers are

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