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Retirement plan

DISNEY ASSOCIATED COMPANIES' RETIREMENT PLAN

TWDC ENTERPRISES 18 CORP.EIN 95-4545390Plan #014PY 2024
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500 SOUTH BUENA VISTA STREET - BURBANK, CA 915217382818-560-2611
Other plans on this EIN
5 filings
#011Retirement-$12.73B assets#010Retirement-$10.43B assets#022Retirement-$4.21B assets#026Retirement-$1.55B assets#015Retirement-$1.42B assets
Prospect flagsHigh retiree %Low participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
EUGENE HOLMES
Signed 10/08/2025
(818) 560-2611
Plan administrator entity
INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN 273578379
500 SOUTH BUENA VISTA STREET · BURBANK, CA 915217381
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Summary metrics

Total assets (EOY)
$1837.2M
-9.6% from 2016
Total participants
53,294
+0.5% from 2016
Average account balance
$0
No prior year
Annual return
6.26%
-4.13 pp from 2016

Benchmarks

See 185 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort185 peers
Snapshot2024
Participant deferral / active EE
$39
median $11
Employer contribution / active EE
$0
median $6,224
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
6.26%
median 6.42%
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 9 by compensation
ProviderService typeCompensation
MERCER HUMAN RESOURCES CONSULTING6 years
Service code 11 · EIN 13-1439577
Actuarial
$108,180
STATE STREET CORPORATION6 years
Service code 25 · EIN 04-1867445
Directed Trustee
$90,363
MOSS ADAMS LLP3 years
Service code 10 · EIN 91-0189318
Accounting
$57,000
PRICEWATERHOUSECOOPERS LLP6 years
Service code 10 · EIN 13-4008324
Accounting
$46,612
ALBOURNE AMERICA LLC2 years
Service code 27 · EIN 91-2164625
Advisory (Plan)
$28,938
GROOM LAW GROUP2 years
Service code 29 · EIN 52-1219029
Legal
$17,556
NEWPORT TRUST COMPANY6 years
Service code 28 · EIN 27-4411131
Investment Management
$8,345
BSR & CO.6 years
Service code 10
Accounting
$5,254
COVINGTON AND BURLING LLP1 year
Service code 29 · EIN 53-0018841
Legal
$5,254

Enrolled actuary

1 attachment
SB

CRAIG P. ROSENTHAL

MERCER
Enrollment #2305270
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 100362708
(212) 345-7000
Signed 2025-09-02

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
$5.9M
$214 / participant
  • Trustee / custodial$123K2.1%
  • Actuarial$84K1.4%
  • Other trustee fees$302K5.2%
  • Other / not subdivided$5M91.3%
% of EOY assets
0.319%
all-in expense ratio
Categories reported
3 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
WITHUMSMITH + BROWN, PC
Auditor EIN
222027092
Audit fees
$57,000
Opinion code
Unqualified