401(k) · DOL Form 5500 · 2022

Pacific Charter Institute 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
240
Participants Below avg headcount
55th
Percentile by assets National rank
$26,421
Avg per participant Low balance/head
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Official DOL plan name: Pacific Charter Institute 401(k) Profit Sharing Plan · Sponsored by Pacific Charter Institute · California · Educational Services

$6M in assets, 240 participants

Pacific Charter Institute's Pacific Charter Institute 401(k) Profit Sharing Plan reported $6M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,584 in Educational Services (4,024 peers)

Coverage in California

Pacific Charter Institute 401(k) Profit Sharing Plan covers 240 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $6M.

#1,584
in Educational Services (4,024 peers)
+0.4%
assets growth YoY

Pacific Charter Institute 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Pacific Charter Institute 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,341,097 Top 45% higher than 55% 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 Charter Institute 401(k) Profit Sharing 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 Charter Institute 401(k) Profit Sharing Plan sits mid-pack in the medium band (240 participants).

EBSA filing schedule strip

Filing strip 161727094 · Pacific Charter Institute PY 2022 · 401(k)

Pacific Charter Institute 401(k) Profit Sharing Plan · $6M · 240 · 55th

  • BOY $6M
  • BOY 240
  • BOY 55th
  • BOY 401(k)
  • BOY near Pacific Program Management Group, LLC 401(k) Plan
  • BOY ind #1584

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 →

Pacific Charter Institute 401(k) Profit Sharing Plan in the asset neighbourhood

Pacific Charter Institute 401(k) Profit Sharing PlanPacific Charter Institute 40…$6MPacific Program Management Group, LLC 401(k) PlanPacific Program Management G…$6M401(k) Plan for Makers Forward Operating Companies401(k) Plan for Makers Forwa…$6MJ. M. Haley Corp. Retirement PlanJ. M. Haley Corp. Retirement…$6MEarl D Arnold Printing Co. 401(k) PlanEarl D Arnold Printing Co. 4…$6M
End-of-year total assets ($M) among Pacific Charter Institute 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$22K
Employer EIN161727094
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific Charter Institute)

Sponsor-wide plan assets over time

All Pacific Charter Institute plans reported in each filing year

Latest sponsor-wide plan assets
$10M 60.52086886543449% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.34M $10.2M ▲ +60.6%
Year Plans Participants Total Assets
2022 1 240 $6M
2023 1 271 $8M
2024 1 301 $10M

Nearby 401(k) Plans in California

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

Pacific Charter Institute 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pacific Charter Institute 401(k) Profit Sharing Plan, Total assets ($B): 0.006341097 · Participants: 240Pacific Charter Institute 401(k) Profit Sharing 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 Charter Institute 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pacific Charter Institute 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pacific Charter Institute 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pacific Program Management Group, LLC 401(k) Plan in WA ($6M); by covered participants it is Spinnaker 401(k) Plan in OH (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Charter Institute 401(k) Profit Sharing Plan assets move in 2022? ▼
Pacific Charter Institute 401(k) Profit Sharing Plan held essentially flat - up 0.4% during 2022, from $6M to $6M. Reported net income was $22K.
How have Pacific Charter Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Charter Institute's sponsor-wide assets grew 60.5%, from $6M to $10M.
Which 401(k) plans are similar in size to Pacific Charter Institute 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Program Management Group, LLC 401(k) Plan in WA ($6M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Charter Institute 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spinnaker 401(k) Plan in OH (240 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 161727094.

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.