Retirement plan
DISNEY RETIREMENT SAVINGS PLAN
TWDC ENTERPRISES 18 CORP.EIN 95-4545390Plan #015PY 2022
500 SOUTH BUENA VISTA STREET - BURBANK, CA 915217382818-560-2611
Prospect flagsLow assets / participant
Filing contacts
From the Form 5500, federal recordPlan administrator signer
PASCALE THOMAS
Signed 10/11/2023
Plan administrator entity
INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN 273578379
500 S. BUENA VISTA STREET · BURBANK, CA 915217381
(818) 558-2709Summary metrics
Total assets (EOY)
$791.6M
-44.1% from 2016
Total participants
44,015
-14.2% from 2016
Average account balance
$22,473
-24.8% from 2016
Annual return
-16.82%
-15.09 pp from 2016
Benchmarks
Peer group
Industry51 - Information
Plan typeDefined contribution
Participants>=10,000
Cohort36 peers
Snapshot2022
0
Participant deferral / active EE
$0
median $9,137
54
Employer contribution / active EE
$4,786
median $4,295
17
Participation rate
76.3%
median 94.3%
6
Avg account balance
$22,473
median $115,121
89
Admin fee / account holder
$1
median $52
46
Annual return
-16.82%
median -16.49%
Overall peer rank
42of 100
42nd 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 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524 | Advisory (Participants) | $13,078 |
Service code 14 · EIN 04-2647786 | Plan Administrator | $5,825 |
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 codes2A2E2F2G2T3F3H
Plan features
- 2AAge/service weighted or new comparability planAge/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).
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 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
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
$19K
$1 / participant
- Investment mgmt$13K69.2%
- Other / not subdivided$6K30.8%
% of EOY assets
0.002%
all-in expense ratio
Categories reported
1 / 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