Other · DOL Form 5500 · 2022

Union of Pan Asian Communities Upac Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
220
Participants Below avg headcount
40th
Percentile by assets National rank
$13,344
Avg per participant Low balance/head
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Official DOL plan name: Upac 403b Plan · Sponsored by Union of Pan Asian Communities Upac · California · Healthcare & Social Assistance

$3M in assets, 220 participants

Union of Pan Asian Communities Upac's Upac 403b Plan reported $3M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 40th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,705 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Upac 403b Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $3M.

#8,705
in Healthcare & Social Assistance (20,060 peers)
-16.9%
assets change YoY

The plan reported a net loss of $598K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upac 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Upac 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,935,648 40th percentile higher than 40% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Upac 403b Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upac 403b Plan sits mid-pack in the medium band (220 participants).

EBSA filing schedule strip

Filing strip 237279074 · Union of Pan Asian Communities Upac PY 2022 · Other

Upac 403b Plan · $3M · 220 · 40th

  • TYPE $3M
  • TYPE 220
  • TYPE 40th
  • TYPE Other
  • TYPE near Profit Sharing Plan for Frederick W Oppel Dds PC
  • TYPE ind #8705

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Upac 403b Plan in the asset neighbourhood

Upac 403b Plan$3MProfit Sharing Plan for Frederick W Oppel Dds PCProfit Sharing Plan for Fred…$3MClover Nola Retirement Plan$3MWhittier Street Health Center 403(b) PlanWhittier Street Health Cente…$3MBethshan Association Defined Contribution PlanBethshan Association Defined…$3M
End-of-year total assets ($M) among Upac 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$598K
Employer EIN237279074
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union of Pan Asian Communities Upac)

Sponsor-wide plan assets over time

All Union of Pan Asian Communities Upac plans reported in each filing year

Latest sponsor-wide plan assets
$8M 187.8655070362659% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 20222024 $2.94M $8.45M ▲ +187.4%
Year Plans Participants Total Assets
2022 1 220 $3M
2024 2 480 $8M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Upac 403b Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Upac 403b Plan, Total assets ($B): 0.002935648 · Participants: 220Upac 403b PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Upac 403b Plan vs. nearby Other plans in California, assets vs. participants
Compare Upac 403b Plan side-by-side with 3 peers →

Upac 403b Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Profit Sharing Plan for Frederick W Oppel Dds PC in MI ($3M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Upac 403b Plan assets move in 2022? ▼
Upac 403b Plan declined sharply - down 16.9% during 2022, from $4M to $3M. Reported net income was -$598K.
How have Union of Pan Asian Communities Upac plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Union of Pan Asian Communities Upac's sponsor-wide assets grew 187.9%, from $3M to $8M.
Which Other plans are similar in size to Upac 403b Plan? ▼
Among Other plans in other states, the closest by assets is Profit Sharing Plan for Frederick W Oppel Dds PC in MI ($3M, 2 participants).
Which Other plans cover a similar participant headcount to Upac 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is The Chapin School Retirement and Savings Plan in NY (220 participants, $84M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237279074.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.