PlanOptica
Retirement plan

DISNEY ASSOCIATED COMPANIES' RETIREMENT PLAN

TWDC ENTERPRISES 18 CORP.EIN 95-4545390Plan #014PY 2022
Sign in to saveView 5500 PDF
500 SOUTH BUENA VISTA STREET - BURBANK, CA 915217382818-560-2611
Other plans on this EIN
5 filings
#011Retirement-$9.59B assets#010Retirement-$9.23B assets#022Retirement-$3.80B assets#026Retirement-$1.04B assets#015Retirement-$791.6M assets
Prospect flagsHigh retiree %Low participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
EUGENE HOLMES
Signed 10/11/2023
(818) 560-2611
Plan administrator signer
PASCALE THOMAS
Signed 10/11/2023
Plan administrator entity
INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN 273578379
500 SOUTH BUENA VISTA STREET · BURBANK, CA 915217381
(818) 558-2709
How to read this page

Summary metrics

Total assets (EOY)
$1753.5M
-9.6% from 2016
Total participants
52,195
+0.5% from 2016
Average account balance
$0
No prior year
Annual return
-13.96%
-4.13 pp from 2016

Benchmarks

See 204 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort204 peers
Snapshot2022
Participant deferral / active EE
$29
median $38
Employer contribution / active EE
$0
median $6,003
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,469,698
Admin fee / account holder
$0
median $19,323
Annual return
-13.96%
median -13.75%
Overall peer rank
27th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$1.84B
Average account balance
Total assets / participants with a balance (line 6g)
$34K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
25,970
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
$1.05M
Contributions per participant
Average employer and participant contribution per enrolled participant
$39
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+6.26%
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

Top 8 by compensation
ProviderService typeCompensation
STATE STREET CORPORATION4 years
Service code 25 · EIN 04-1867445
Directed Trustee
$159,490
MOSS ADAMS LLP1 year
Service code 10 · EIN 91-0189318
Accounting
$106,700
MERCER HUMAN RESOURCES CONSULTING4 years
Service code 11 · EIN 13-1439577
Actuarial
$48,297
NEWPORT TRUST COMPANY4 years
Service code 28 · EIN 27-4411131
Investment Management
$17,454
COVINGTON & BURLING, LLP4 years
Service code 29 · EIN 53-0018841
Legal
$15,101
PRICEWATERHOUSECOOPERS LLP4 years
Service code 10 · EIN 13-4008324
Accounting
$14,659
BLACKROCK FINANCIAL MANAGEMENT, INC1 year
Service code 28 · EIN 13-3806691
Investment Management
$9,891
BSR & CO.4 years
Service code 10
Accounting
$8,320

Enrolled actuary

1 attachment
SB

CRAIG P. ROSENTHAL

MERCER
Enrollment #2305270
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 100362708
(212) 345-7000
Signed 2023-09-20

Top hat statement on fileNQDC

Filed February 12, 2026 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
500 South Buena Vista Street
Burbank, CA 91521
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Disney Executive Severance Pay Plan1 emp
Open the filing PDF

Plan features & details

Pension benefit codes1B1E3F3H
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$5.2M
$204 / participant
  • Other / not subdivided$5M100.0%
% of EOY assets
0.299%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified