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Employer · plans filed under one EIN

Zoological Society of Cincinnati

Cincinnati, OH · Arts, entertainment and recreation

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$34.9Mnet assets across plans
954participant records867 active
$879Kemployer contributions, latest plan years$1,013 per active record
$125KSchedule C compensation to organisations$130.81 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Zoological Society of Cincinnati's employer identification number (Cincinnati, Ohio). Their latest filings total 954 participant records and $34.9M in net assets.

The largest is Zoological Society of Cincinnati 401(k) Retirement Plan, a 401(k) plan with 806 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $879K and participant contributions $1.6M in the latest plan years; benefits paid were $1.6M. Schedule C compensation reported to service provider organisations totalled $125K.

Combined net assets moved from $2.5M in 2009 to $34.9M in 2024 (up 1296%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Zoological Society of Cincinnati 401(k) Retirement Plan401(k) plan2024806$22.4M$27,770$737$72K
Afscme Local 282 401(k) Plan401(k) plan2024148$12.6M$84,908$2,657$52K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $2.5M2010: $3.4M2011: $3.8M2012: $4.9M2013: $6.2M2014: $7.0M2015: $7.3M2016: $8.4M2017: $10.5M2018: $10.8M2019: $21.2M2020: $24.4M2021: $28.3M2022: $22.9M2023: $29.5M2024: $34.9M$2.5M$34.9M20092012201620202024
Combined net assets
2009: 1392010: 1272011: 1312012: 1422013: 1332014: 1322015: 1272016: 2322017: 2752018: 3072019: 2962020: 2922021: 2722022: 3322023: 3492024: 95413995420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242954$34.9M$878K$1.6M
20232349$29.5M$760K$1.4M
20222332$22.9M$713K$1.3M
20212272$28.3M$614K$1.1M
20202292$24.4M$755K$1.1M
20192296$21.2M$799K$1.1M
20182307$10.8M$361K$624K
20172275$10.5M$296K$571K
20162232$8.4M$314K$489K
20151127$7.3M$305K$474K
20141132$7.0M$301K$418K
20131133$6.2M$299K$449K
20121142$4.9M$293K$441K
20111131$3.8M$278K$391K
20101127$3.4M$210K$349K
20091139$2.5M$208K$334K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments Institutional—2$64,492
Osaic Fa Inc.Investment advisory (plan)1$29,207
Horan Securities Inc.Investment advisory (plan)1$22,990
Strategic Advisors, Inc.Investment advisory (plan)1$8,100

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$64K
Osaic Fa Inc.$29K
Horan Securities Inc.$23K
Strategic Advisors, Inc.$8,100

Questions and answers

How many retirement plans does Zoological Society of Cincinnati have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Zoological Society of Cincinnati 401(k) Retirement Plan and Afscme Local 282 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Zoological Society of Cincinnati contribute to its plans?

$878,622 in employer contributions across these plans in their latest plan years, about $1,013 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, Osaic Fa Inc., Horan Securities Inc. and Strategic Advisors, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.