Profit Sharing · DOL Form 5500 · 2022

The David and Lucile Packard Foundation Profit Sharing Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
136
Participants Small participant base
88th
Percentile by assets National rank
$373,601
Avg per participant High balance/head
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Official DOL plan name: David and Lucile Packard Foundation Employer Contribution Retirement Plan · Sponsored by The David and Lucile Packard Foundation · California · Other Services

$51M in assets, 136 participants

The David and Lucile Packard Foundation's David and Lucile Packard Foundation Employer Contribution Retirement Plan reported $51M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,965 in Other Services (8,398 peers)

Coverage in California

David and Lucile Packard Foundation Employer Contribution Retirement Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $51M.

#7,965
in Other Services (8,398 peers)
-13.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David and Lucile Packard Foundation Employer Contribution Retirement Plan's outsized position by total assets

David and Lucile Packard Foundation Employer Contribution Retirement Plan vs every filed plan by assets

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

$50,809,770 Top 12% higher than 88% 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

David and Lucile Packard Foundation Employer Contribution Retirement 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. David and Lucile Packard Foundation Employer Contribution Retirement Plan sits mid-pack in the medium band (136 participants).

DOL schedule card

Filing strip 942278431 · The David and Lucile Packard Foundation PY 2022 · Profit Sharing

David and Lucile Packard Foundation Employer Contribution Retirement Plan · $51M · 136 · 88th

  • VS-ST $51M
  • BOY 136
  • SCH 88th
  • EBSA Profit Sharing
  • PART near Usmx-Ila Money Purchase Fund and Savings Plan
  • TYPE ind #7965

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 Other Services retirement plans → · Plans in California →

David and Lucile Packard Foundation Employer Contribution Retirement Plan in the asset neighbourhood

The Andrew W. Mellon Foundation Retirement PlanThe Andrew W. Mellon Foundat…$51MIBEW Local 143 Annuity Plan$51MDavid and Lucile Packard Foundation Employer Contribution Retirement PlanDavid and Lucile Packard Fou…$51MUsmx-Ila Money Purchase Fund and Savings PlanUsmx-Ila Money Purchase Fund…$51MIec Retirement Plan$51M
End-of-year total assets ($M) among David and Lucile Packard Foundation Employer Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$51M
Net Income-$8M
Employer EIN942278431
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The David and Lucile Packard Foundation)

Sponsor-wide plan assets over time

All The David and Lucile Packard Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$110M 41.48788439977395% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $77.7M $110M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 238 $78M
2023 2 227 $93M
2024 2 256 $110M

Nearby Profit Sharing Plans in California

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

David and Lucile Packard Foundation Employer Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants David and Lucile Packard Foundation Employer Contribution Retirement Plan, Total assets ($B): 0.05080977 · Participants: 136David and Lucile Packard Foundation Employer Contribution Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
David and Lucile Packard Foundation Employer Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare David and Lucile Packard Foundation Employer Contribution Retirement Plan side-by-side with 3 peers →

David and Lucile Packard Foundation Employer Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Usmx-Ila Money Purchase Fund and Savings Plan in NJ ($51M); by covered participants it is Teva Pr LLC Savings Plan in PR (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 David and Lucile Packard Foundation Employer Contribution Retirement Plan assets move in 2022? ▼
David and Lucile Packard Foundation Employer Contribution Retirement Plan pulled back noticeably - down 13.8% during 2022, from $59M to $51M. Reported net income was -$8M.
How have The David and Lucile Packard Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The David and Lucile Packard Foundation's sponsor-wide assets grew 41.5%, from $78M to $110M.
Where does David and Lucile Packard Foundation Employer Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
David and Lucile Packard Foundation Employer Contribution Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to David and Lucile Packard Foundation Employer Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Usmx-Ila Money Purchase Fund and Savings Plan in NJ ($51M, 4,141 participants).
Which Profit Sharing plans cover a similar participant headcount to David and Lucile Packard Foundation Employer Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Teva Pr LLC Savings Plan in PR (136 participants, $29M 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 942278431.

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.