Other · DOL Form 5500 · 2022

University of the Pacific Retirement Plan

Data updated 2026-08-25

$717M
Total assets Above avg plan size
1,966
Participants Near avg headcount
98th
Percentile by assets National rank
$364,497
Avg per participant High balance/head
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Official DOL plan name: University of the Pacific Defined Contribution Plan · Sponsored by University of the Pacific · California · Educational Services

$717M in assets, 1,966 participants

University of the Pacific's University of the Pacific Defined Contribution Plan reported $717M in total assets and 1,966 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,937 in Educational Services (4,024 peers)

Coverage in California

University of the Pacific Defined Contribution Plan covers 1,966 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $717M.

#3,937
in Educational Services (4,024 peers)
-12.9%
assets change YoY
7.2×
vs typical plan assets (national mean)

The plan reported a net loss of $106M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of the Pacific Defined Contribution Plan's outsized position by total assets

University of the Pacific Defined Contribution Plan vs every filed plan by assets

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

$716,600,237 Top 2% higher than 98% 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

University of the Pacific Defined Contribution Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of the Pacific Defined Contribution Plan lands in the large band (1,966 participants).

Published 5500 schedule card

Filing strip 941156266 · University of the Pacific PY 2022 · Other

University of the Pacific Defined Contribution Plan · $717M · 1,966 · 98th

  • NET $717M
  • BOOK 1,966
  • VS-ST 98th
  • BOY Other
  • SCH near Institute for Defense Analyses Tax Deferred Annuity Plan
  • EBSA ind #3937

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 Educational Services retirement plans → · Plans in California →

University of the Pacific Defined Contribution Plan in the asset neighbourhood

Prisma Health 401(a) Plan$722MBrandeis University Defined Contribution Plan for Faculty, Professional, and Administrative EmployeesBrandeis University Defined …$720MInstitute for Defense Analyses Tax Deferred Annuity PlanInstitute for Defense Analys…$719MUniversity of the Pacific Defined Contribution PlanUniversity of the Pacific De…$717MCox Savings Incentive Plan$708M
End-of-year total assets ($M) among University of the Pacific Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$822M
Net Assets (End of Year)$717M
Net Income-$106M
Employer EIN941156266
Plan Effective Date1974-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (University of the Pacific)

Sponsor-wide plan assets over time

All University of the Pacific plans reported in each filing year

Latest sponsor-wide plan assets
$839M 17.10339707855832% vs 2022
2024 filing year
$700M$750M$800M$850M$900M 202220232024 $717M $839M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 1,966 $717M
2023 1 2,969 $812M
2024 1 3,107 $839M

Nearby Other Plans in California

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

University of the Pacific Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants University of the Pacific Defined Contribution Plan, Total assets ($B): 0.716600237 · Participants: 1966University of the Pacific Defined Contribution 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
University of the Pacific Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
Compare University of the Pacific Defined Contribution Plan side-by-side with 3 peers →

University of the Pacific Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Institute for Defense Analyses Tax Deferred Annuity Plan in VA ($719M); by covered participants it is Avita Health System Employee 403b Retirement Plan in OH (1,967 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,966 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 University of the Pacific Defined Contribution Plan assets move in 2022? ▼
University of the Pacific Defined Contribution Plan pulled back noticeably - down 12.9% during 2022, from $822M to $717M. Reported net income was -$106M.
How have University of the Pacific plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of the Pacific's sponsor-wide assets grew 17.1%, from $717M to $839M.
Where does University of the Pacific Defined Contribution Plan rank by assets among Form 5500 filers? ▼
University of the Pacific Defined Contribution Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of the Pacific Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Institute for Defense Analyses Tax Deferred Annuity Plan in VA ($719M, 1,346 participants).
Which Other plans cover a similar participant headcount to University of the Pacific Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Avita Health System Employee 403b Retirement Plan in OH (1,967 participants, $70M 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 941156266.

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.