PlanOptica
Retirement plan

DISNEY RETIREMENT SAVINGS PLAN

TWDC ENTERPRISES 18 CORP.EIN 95-4545390Plan #015PY 2021
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500 SOUTH BUENA VISTA STREET - BURBANK, CA 915217382818-560-2611
Other plans on this EIN
5 filings
#011Retirement-$12.18B assets#010Retirement-$11.02B assets#022Retirement-$4.59B assets#014Retirement-$2.20B assets#026Retirement-$1.23B assets
Prospect flagsLow assets / participant

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
EUGENE HOLMES
Signed 10/10/2022
(818) 560-2611
Plan administrator signer
PASCALE THOMAS
Signed 10/09/2022
Plan administrator entity
INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN 273578379
500 S. BUENA VISTA STREET · BURBANK, CA 915217381
(818) 558-2709
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Summary metrics

Total assets (EOY)
$775.1M
-44.1% from 2016
Total participants
36,560
-14.2% from 2016
Average account balance
$24,627
-24.8% from 2016
Annual return
17.38%
-15.09 pp from 2016

Benchmarks

See 35 peers
Peer group
Industry51 - Information
Plan typeDefined contribution
Participants>=10,000
Cohort35 peers
Snapshot2021
Participant deferral / active EE
$0
median $8,087
Employer contribution / active EE
$4,471
median $4,011
Participation rate
83.1%
median 94.2%
Avg account balance
$24,627
median $143,192
Admin fee / account holder
$0
median $63
Annual return
17.38%
median 15.36%
Overall peer rank
48th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$1.42B
Average account balance
Total assets / participants with a balance (line 6g)
$35K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
40,435
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
89.0%
Contributions (total)
Employer and participant dollars contributed each year
$229.44M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+14.28%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$3
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 1 by compensation
ProviderService typeCompensation
FIDELITY INVESTMENTS INSTITUTIONAL7+ years
Service code 14 · EIN 04-2647786
Plan Administrator
$6,250

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 codes2A2E2F2G2T3F3H
Plan features
  • 2A
    Age/service weighted or new comparability plan
    Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 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

1 tripped
  • OpportunityLow assets / participant

    Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II
Admin total
$6K
$0 / participant
  • Other / not subdivided$6K100.0%
% of EOY assets
0.001%
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