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Colorado › Arts, entertainment and recreation › 500 to 999 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Major League Baseball Pension Plan for Non-Uniformed Personnel

Sponsored by Colorado Rockies Baseball Club,ltd., Denver, CO

defined benefit pension planfrozen plan

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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$66.9Mnet assets, end of plan year−4% on the year
562participants136 active
$119,011net assets per participantsame-size median $86,583
—employer contributions per active participantsame-size median $10,758

In the plan year ending 31 Dec 2024, Major League Baseball Pension Plan for Non-Uniformed Personnel covered 562 participants and held $66.9M in net assets. The plan is a defined benefit pension plan sponsored by Colorado Rockies Baseball Club,ltd. of Denver, Colorado.

Net assets came to $119,011 per participant, well above the $86,583 median for defined benefit plans with 500 to 999 participants and above the $98,070 median for defined benefit plans in arts, entertainment and recreation. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

Schedule C lists 4 service provider organisations paid $5,000 or more, with reported compensation of $433K: $770 per participant, well above the same-size median of $377. Administrative expenses charged to the plan were $436K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $14.2M in 2009 to $66.9M in 2024 (up 372%), and participants from 607 to 562 (down 7%).

The independent accountant's opinion on the financial statements was unmodified (unqualified).

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DB plans
Net assets per participant$119,011$86,583$98,070$86,221
Employer contributions per active participant—$10,758$8,284$10,244
Schedule C compensation per participant$770$377$440$344
Schedule C compensation, share of net assets0.65%0.48%0.49%0.42%
Administrative expenses per participant$776$591$715$527

Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 500 to 999 participants (873 plans), arts, entertainment and recreation (119) and all US plans (5,308). Fee medians cover plans that report an amount.

Trend by plan year

2009: $14.2M2010: $17.7M2011: $20.7M2012: $24.3M2013: $28.5M2014: $34.6M2015: $34.4M2016: $44.7M2017: $52.0M2018: $49.2M2019: $59.4M2020: $67.5M2021: $76.2M2022: $65.7M2023: $69.8M2024: $66.9M$14.2M$76.2M$66.9M20092012201620202024
Net assets at year end
2009: 6072010: 4862011: 5072012: 5182013: 5452014: 5682015: 5112016: 5452017: 5812018: 5782019: 5462020: 5432021: 5372022: 5332023: 5672024: 56260756220092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024562$66.9M$119,011——$433K
2023567$69.8M$123,055——$248K
2022533$65.7M$123,199$2.0M—$149K
2021537$76.2M$141,827$1.4M—$177K
2020543$67.5M$124,376$1.8M—$120K
2019546$59.4M$108,808$2.2M—$165K
2018578$49.2M$85,062$1.7M—$167K
2017581$52.0M$89,547$1.6M—$188K
2016545$44.7M$81,958$8.3M—$132K
2015511$34.4M$67,233$2.7M—$157K
2014568$34.6M$60,914$2.4M—$114K
2013545$28.5M$52,350$2.1M—$160K
2012518$24.3M$46,954$2.2M—$136K
2011507$20.7M$40,897$2.2M—$128K
2010486$17.7M$36,337$2.4M—$85K
2009607$14.2M$23,339$1.6M—$92K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$69,771,602
  • Employer contributions—
  • Participant contributions—
  • Rollovers and other contributions—
  • Total contributions$0
  • Total income, including investment results−$282,466
  • Benefits paid$2,168,936
  • Administrative expenses$435,992
  • Total expenses$2,604,928
  • Net income−$2,887,394
  • Net transfers$0
  • Net assets, end of year$66,884,208

Participants

  • Active participants136
  • Retired or separated, receiving benefits148
  • Retired or separated, entitled to future benefits246
  • Total participants, end of year562

Fees and service providers

$433KSchedule C compensation to organisations$433K direct · $0 indirect
$770per participantsame-size median $377
0.65%of net assetssame-size median 0.48%
$436Kadministrative expenses charged to the plan$776 per participant
OrganisationServices reportedDirectIndirect
Willis Towers Watson US LLCActuarial$248,397$0
SEI Investments Management Corp.Investment management$111,132$0
Morgan, Lewis & Bockius LLPLegal$43,149$0
Grant Thornton LLPAccounting (including auditing)$29,870$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Actuarial fees$248,397
  • Other administrative expenses$57,267
  • Investment advisory and management fees$50,235
  • Legal fees$43,149
  • IQPA audit fees$29,870
  • Trustee and custodial fees$3,574
  • Recordkeeping fees$3,500
  • Total administrative expenses$435,992

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$60.4M · 90.3%
  • U.S. Government securities$6.2M · 9.3%
  • Cash (interest and non-interest bearing)$227K · 0.3%
  • Receivables$287 · 0.0%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)No
  • Accounting firmGrant Thornton LLP
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $10,000,000
  • Blackout period during the year—

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 1ABenefits are primarily pay related
  • 1IFrozen plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 711210: Spectator Sports (including sports clubs & racetracks).

Other plans of Colorado Rockies Baseball Club,ltd.

PlanParticipantsNet assets
Colorado Rockies 401(k) Savings and Investment Plan700$59.9M

Similar plans in Colorado

PlanSponsorParticipantsNet assetsPer participant
Major League Baseball Pension Plan for Non-Uniformed PersonnelBraves Holdings LLC888$97.4M$109,644

Defined benefit plans in arts, entertainment and recreation closest in size.

Questions and answers

How big is Major League Baseball Pension Plan for Non-Uniformed Personnel?

562 participants at the end of the plan year ending 31 Dec 2024, of whom 136 were active employees, with net assets of $66,884,208. Among defined benefit plans that places it in the 500 to 999 participants band, which held 873 plans in plan year 2024.

What does Colorado Rockies Baseball Club,ltd. contribute per participant?

This filing has no Schedule H financial statement, so employer contributions are not reported here.

What fees does the plan pay and how do they compare?

Schedule C reports $432,548 in compensation to service provider organisations, $770 per participant or 0.65% of net assets. The same-size median among plans reporting any Schedule C compensation was $377 per participant. Administrative expenses on Schedule H were $435,992. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Colorado Rockies Baseball Club,ltd.. Investment advisory or management: SEI Investments Management Corp.. The financial statements were audited by Grant Thornton LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 14 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 84-1162452, plan 001, received 14 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.