401(k) · DOL Form 5500 · 2022
Lucile Packard Foundation for Children's Health 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 100
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $277,952
- Avg per participant High balance/head
Official DOL plan name: Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan · Sponsored by Lucile Packard Foundation for Children's Health · California · Other Services
$28M in assets, 100 participants
Lucile Packard Foundation for Children's Health's Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan reported $28M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,632 in Other Services (8,398 peers)
Coverage in California
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $28M.
- #7,632
- in Other Services (8,398 peers)
- -14.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan's outsized position by total assets
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,795,246 Top 18% higher than 82% 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
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan is a small filing (100 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 770440090 · Lucile Packard Foundation for Children's Health PY 2022 · 401(k)
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan · $28M · 100 · 82nd
- BOOK $28M
- VS-ST 100
- BOY 82nd
- SCH 401(k)
- EBSA near Blue Wind 401(k) Plan
- PART ind #7632
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 →
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 770440090 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lucile Packard Foundation for Children's Health)
Sponsor-wide plan assets over time
All Lucile Packard Foundation for Children's Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 52.68322144009806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $28M |
| 2023 | 1 | 110 | $35M |
| 2024 | 1 | 133 | $42M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Blue Wind 401(k) Plan in TX ($28M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Blue Wind 401(k) Plan (TX) $28M · 791
- Medart, Inc. Employees Profit Sharing Plan & Trust (MO) $28M · 189
- Arthritis Foundation Defined Contribution Retirement Plan (GA) $28M · 154
- Capital Impact Partners 401(k) Plan (VA) $28M · 108
Similar participant headcount
Nearest other-state filings by covered participants (100 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.