PlanOptica
Retirement plan

DISNEY SALARIED PENSION PLAN A

TWDC ENTERPRISES 18 CORP.EIN 95-4545390Plan #022PY 2023
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500 SOUTH BUENA VISTA STREET - BURBANK, CA 915217382818-560-2611
Other plans on this EIN
5 filings
#011Retirement-$11.11B assets#010Retirement-$10.06B assets#014Retirement-$1.83B assets#026Retirement-$1.29B assets#015Retirement-$1.09B assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
EUGENE HOLMES
Signed 10/08/2024
(818) 560-2611
Plan administrator signer
PASCALE THOMAS
Signed 10/08/2024
Plan administrator entity
INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN 273578379
500 S. BUENA VISTA ST · BURBANK, CA 915217381
(818) 558-2709
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Summary metrics

Total assets (EOY)
$4088.2M
-15.4% from 2016
Total participants
18,787
+1.7% from 2016
Average account balance
$0
No prior year
Annual return
11.65%
-4.81 pp from 2016

Benchmarks

See 831 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort831 peers
Snapshot2023
Participant deferral / active EE
$0
median $102
Employer contribution / active EE
$0
median $8,821
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $13,363
Admin fee / account holder
$0
median $125
Annual return
11.65%
median 9.05%
Overall peer rank
72nd 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 10 by compensation
ProviderService typeCompensation
STATE STREET CORPORATION5 years
Service code 25 · EIN 04-1867445
Directed Trustee
$278,973
MERCER HUMAN RESOURCES CONSULTING5 years
Service code 11 · EIN 13-1439577
Actuarial
$146,263
ALBOURNE AMERICA LLC1 year
Service code 27 · EIN 91-2164625
Advisory (Plan)
$57,284
MOSS ADAMS LLP2 years
Service code 10 · EIN 91-0189318
Accounting
$50,000
PRICEWATERHOUSECOOPERS LLP5 years
Service code 10 · EIN 13-4008324
Accounting
$44,512
NEWPORT TRUST COMPANY5 years
Service code 28 · EIN 27-4411131
Investment Management
$39,402
GROOM LAW GROUP1 year
Service code 29 · EIN 52-1219029
Legal
$25,205
METROPOLITAN LIFE INSURANCE CO.3 years
Service code 23 · EIN 13-5581829
Insurance brokerage commissions and f...
$13,089
BSR & CO.5 years
Service code 10
Accounting
$12,044
EVESTMENT5 years
Service code 27 · EIN 58-1433845
Advisory (Plan)
$8,999

Enrolled actuary

1 attachment
SB

CRAIG P. ROSENTHAL

MERCER
Enrollment #2305270
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 100362708
(212) 345-7000
Signed 2024-09-12

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 codes1A3F3H1E
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 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
  • InformationalHigh retiree %

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

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$14.2M
$3379 / participant
  • Trustee / custodial$272K1.9%
  • Investment mgmt$18K0.1%
  • Actuarial$114K0.8%
  • Other trustee fees$214K1.5%
  • Other / not subdivided$14M95.7%
% of EOY assets
0.348%
all-in expense ratio
Categories reported
4 / 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
Auditor EIN
910189318
Audit fees
$50,000
Opinion code
Unqualified