Retirement plan
DISNEY SALARIED PENSION PLAN A
TWDC ENTERPRISES 18 CORP.EIN 95-4545390Plan #022PY 2018
500 S. BUENA VISTA ST - BURBANK, CA 915217490818-560-2611
Prospect flagsHigh retiree %
Filing contacts
From the Form 5500, federal recordPlan administrator signer
STEPHEN BRAUN
Signed 10/14/2019
Plan administrator entity
INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN 273578379
500 S. BUENA VISTA ST · BURBANK, CA 915217380
(818) 558-2709Summary metrics
Total assets (EOY)
$3394.8M
-15.4% from 2016
Total participants
20,443
+1.7% from 2016
Average account balance
$0
No prior year
Annual return
-3.85%
-4.81 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort209 peers
Snapshot2018
0
Participant deferral / active EE
$0
median $54
71
Employer contribution / active EE
$28,626
median $6,728
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
52
Annual return
-3.85%
median -4.08%
Overall peer rank
62of 100
62nd percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$4.21B
Average account balance
Total assets / participants with a balance (line 6g)
$231K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
14,188
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
$6.31M
Contributions per participant
Average employer and participant contribution per enrolled participant
$1K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+6.53%
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 1 by compensation
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3806691 | Investment Management | $42,957 |
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 codes1A3F3H1E
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
1 tripped
- 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
$1.6M
$260 / participant
- Investment mgmt$43K2.7%
- Other / not subdivided$2M97.3%
% of EOY assets
0.047%
all-in expense ratio
Categories reported
1 / 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