401(k) · DOL Form 5500 · 2022

Pacific Union Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
152
Participants Small participant base
61st
Percentile by assets National rank
$54,895
Avg per participant Low balance/head
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Official DOL plan name: Pacific Union Company 401(k) Retirement Plan · Sponsored by Pacific Union Company · California · Real Estate

$8M in assets, 152 participants

Pacific Union Company's Pacific Union Company 401(k) Retirement Plan reported $8M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,898 in Real Estate (5,057 peers)

Coverage in California

Pacific Union Company 401(k) Retirement Plan covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,898
in Real Estate (5,057 peers)
-20.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pacific Union Company 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Pacific Union Company 401(k) Retirement Plan vs every filed plan by assets

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

$8,344,018 Top 39% higher than 61% 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

Pacific Union Company 401(k) 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. Pacific Union Company 401(k) Retirement Plan sits mid-pack in the medium band (152 participants).

Plan-year Form 5500 strip

Filing strip 942321747 · Pacific Union Company PY 2022 · 401(k)

Pacific Union Company 401(k) Retirement Plan · $8M · 152 · 61st

  • EIN $8M
  • EIN 152
  • EIN 61st
  • EIN 401(k)
  • EIN near Asphalt Specialties Co. 401(k) Plan
  • EIN ind #3898

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 Real Estate retirement plans → · Plans in California →

Pacific Union Company 401(k) Retirement Plan in the asset neighbourhood

Pacific Union Company 401(k) Retirement PlanPacific Union Company 401(k)…$8MAsphalt Specialties Co. 401(k) PlanAsphalt Specialties Co. 401(…$8MHanwha Advanced Materials America, LLC 401(k) Retirement PlanHanwha Advanced Materials Am…$8MLegal Aid Society of Palm Beach County, Inc./ 401(k) PlanLegal Aid Society of Palm Be…$8MMud Pie, LLC 401(k) Plan$8M
End-of-year total assets ($M) among Pacific Union Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN942321747
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific Union Company)

Sponsor-wide plan assets over time

All Pacific Union Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 55.093768973173354% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.34M $12.9M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 152 $8M
2023 1 177 $11M
2024 1 247 $13M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pacific Union Company 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pacific Union Company 401(k) Retirement Plan, Total assets ($B): 0.008344018 · Participants: 152Pacific Union Company 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Pacific Union Company 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pacific Union Company 401(k) Retirement Plan side-by-side with 3 peers →

Pacific Union Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Asphalt Specialties Co. 401(k) Plan in CO ($8M); by covered participants it is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Pacific Union Company 401(k) Retirement Plan assets move in 2022? ▼
Pacific Union Company 401(k) Retirement Plan declined sharply - down 20.2% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Pacific Union Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Union Company's sponsor-wide assets grew 55.1%, from $8M to $13M.
Which 401(k) plans are similar in size to Pacific Union Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asphalt Specialties Co. 401(k) Plan in CO ($8M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Union Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 participants, N/A 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 942321747.

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.