Other · DOL Form 5500 · 2022
The David and Lucile Packard Foundation Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 102
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $263,854
- Avg per participant High balance/head
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.
- #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.
- #7,601
- in Other Services (8,398 peers)
- -14.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
The David and Lucile Packard Foundation Employee Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The David and Lucile Packard Foundation Employee 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. The David and Lucile Packard Foundation Employee Contribution Retirement Plan sits mid-pack in the medium band (102 participants).
EBSA filing schedule strip
Filing strip 942278431 · The David and Lucile Packard Foundation PY 2022 · Other
The David and Lucile Packard Foundation Employee Contribution Retirement Plan · $27M · 102 · 81st
- RANK $27M
- PHOTO 102
- IND 81st
- EOY Other
- 5500 near Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees
- ASSETS ind #7601
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 →
The David and Lucile Packard Foundation Employee Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$4M |
| Employer EIN | 942278431 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
| 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.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
The David and Lucile Packard Foundation Employee Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees in IL ($27M); by covered participants it is 403(b) Thrift Plan for Employees of Guardian Angel Community Services in IL (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 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.