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Retirement plan

DISNEY HOURLY SAVINGS AND INVESTMENT PLAN

THE WALT DISNEY COMPANYEIN 95-4545390Plan #026PY 2017
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500 SOUTH BUENA VISTA STREET - BURBANK, CA 915217490818-560-2611
Other plans on this EIN
5 filings
#010Retirement-$7.22B assets#011Retirement-$7.06B assets#022Retirement-$3.47B assets#014Retirement-$1.98B assets#015Retirement-$225.3M assets
Prospect flagsLow participationLow assets / participantLow employer contributionLow participant contributionCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
EUGENE HOLMES
Signed 10/02/2018
(818) 560-2611
Plan administrator signer
JEFFREY SHAPIRO
Signed 10/02/2018
Plan administrator entity
INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN 273578379
500 SOUTH BUENA VISTA STREET · BURBANK, CA 915217380
(818) 558-2002
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Summary metrics

Total assets (EOY)
$664.5M
-14.0% from 2016
Total participants
66,213
-1.7% from 2016
Average account balance
$19,069
-4.6% from 2016
Annual return
15.02%
-3.56 pp from 2016

Benchmarks

See 44 peers
Peer group
Industry51 - Information
Plan typeDefined contribution
Participants>=10,000
Cohort44 peers
Snapshot2017
Participant deferral / active EE
$1,004
median $4,467
Employer contribution / active EE
$376
median $2,341
Participation rate
48.4%
median 89.0%
Avg account balance
$19,069
median $100,460
Admin fee / account holder
$6
median $56
Annual return
15.02%
median 18.56%
Overall peer rank
24th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$1.55B
Average account balance
Total assets / participants with a balance (line 6g)
$25K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
62,265
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
49.8%
Contributions (total)
Employer and participant dollars contributed each year
$199.90M
Contributions per participant
Average employer and participant contribution per enrolled participant
$2K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.26%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$6
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 INSTITUTIONAL3+ years
Service code 14 · EIN 04-2647786
Plan Administrator
$221,843

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 codes2E2F2G2J2K2O2T3F3H
Plan features
  • 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.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 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

5 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

  • OpportunityLow employer contribution

    Employer contribution per participant is in the bottom quintile of the peer cohort.

  • OpportunityLow assets / participant

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

  • ComplianceCorrective distributions

    Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II
Admin total
$223K
$4 / participant
  • Other / not subdivided$223K100.0%
% of EOY assets
0.034%
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
PRICEWATERHOUSECOOPERS LLP
Auditor EIN
134008324
Audit fees
(not subdivided)
Opinion code
Unqualified