Retirement plan
DISNEY SALARIED PENSION PLAN D
TWDC ENTERPRISES 18 CORP.EIN 95-4545390Plan #010PY 2018
500 SOUTH BUENA VISTA STREET - BURBANK, CA 915217490818-560-2611
Prospect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
STEPHEN BRAUN
Signed 10/10/2019
Plan administrator entity
INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN 273578379
500 SOUTH BUENA VISTA STREET · BURBANK, CA 915217380
(818) 558-2709Summary metrics
Total assets (EOY)
$7869.3M
-13.0% from 2016
Total participants
37,675
+1.2% from 2016
Average account balance
$0
No prior year
Annual return
-3.85%
-4.90 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort223 peers
Snapshot2018
0
Participant deferral / active EE
$0
median $34
77
Employer contribution / active EE
$74,790
median $5,100
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $7,764,297
0
Admin fee / account holder
$0
median $62,356
46
Annual return
-3.85%
median -3.72%
Overall peer rank
62of 100
62nd percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$10.43B
Average account balance
Total assets / participants with a balance (line 6g)
$299K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
25,413
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$26.65M
Contributions per participant
Average employer and participant contribution per enrolled participant
$2K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+6.61%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Enrolled actuary
1 attachment
SB
CRAIG P. ROSENTHAL
MERCER
Enrollment #1705270
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 100362708
(212) 345-7000
Signed 2019-09-25
Top hat statement on fileNQDC
Filed February 12, 2026 (most recent of 2 filings on file)
Plan administrator
Plans declared (1)
- Disney Executive Severance Pay Plan1 emp
Plan features & details
Pension benefit codes1A1E3F3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1ESection 401(h) arrangementPlan contains separate accounts under Code section 401(h) to provide employee health benefits.
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$2.8M
$193 / participant
- Other / not subdivided$3M100.0%
% of EOY assets
0.036%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- PRICEWATERHOUSECOOPERS LLP
- Auditor EIN
- 134008324
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer