Other · DOL Form 5500 · 2022

The David and Lucile Packard Foundation Retirement Plan

Data updated 2026-08-11

$27M
Total assets
102
Participants
81st
Percentile by assets
$263,854
Avg per participant
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Official DOL plan name: The David and Lucile Packard Foundation Employee Contribution Retirement Plan · Sponsored by The David and Lucile Packard Foundation · California · Other Services

$27M in assets, 102 participants

The David and Lucile Packard Foundation's The David and Lucile Packard Foundation Employee Contribution Retirement Plan reported $27M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #7,601 in Other Services (8,398 peers)

Coverage in California

The David and Lucile Packard Foundation Employee Contribution Retirement Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $27M.

$27M
total plan assets (2022 EOY)
102
covered participants
81st
percentile by assets (of 139,126 plans)
$263,854
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The David and Lucile Packard Foundation Employee Contribution Retirement Plan sits by total assets

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

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

$26,913,123 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Other Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The David and Lucile Packard Foundation Employee Contribution Retirement Plan reports 102 participants - about 16% of that state average ($27M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN942278431
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The David and Lucile Packard Foundation)

$70M$80M$90M$100M$110M$120M 202220232024 $77.7M $110M ▲ +41.5%
Total plan assets by year, all The David and Lucile Packard Foundation plans on file
Year Plans Participants Total Assets
2022 2 238 $78M
2023 2 227 $93M
2024 2 256 $110M

Nearby Other Plans in California

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

The David and Lucile Packard Foundation Employee Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The David and Lucile…, Total assets ($B): 0.026913123 · Participants: 102The David and Lucile…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
The David and Lucile Packard Foundation Employee Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The David and Lucile Packard Foundation … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The David and Lucile Packard Foundation Employee Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The David and Lucile Packard Foundation Employee Contribution Retirement Plan assets move in 2022? ▼
The David and Lucile Packard Foundation Employee Contribution Retirement Plan pulled back noticeably - down 14.2% during 2022, from $31M to $27M. Reported net income was -$4M.
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 The David and Lucile Packard Foundation Employee Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The David and Lucile Packard Foundation Employee Contribution Retirement Plan ranks in the 81st 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 Other plans are similar in size to The David and Lucile Packard Foundation Employee Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees in IL ($27M, 127 participants).

Next read for The David and Lucile Packard Foundation …

Filing takeaways

Ways to act on The David and Lucile Packard Foundation Employee Contribution Retirement Plan's numbers.

  • By total assets, The David and Lucile Packard Foundation Employee Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • The David and Lucile Packard Foundation's sponsor-wide assets have grown 41.5% since 2022 across 3 plan years on file. More Other Services plans

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.