Other · DOL Form 5500 · 2022

Public Policy Institute of California Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
77
Participants Small participant base
86th
Percentile by assets National rank
$497,012
Avg per participant High balance/head
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Official DOL plan name: Public Policy Institute of Ca DC Retirement Plan · Sponsored by Public Policy Institute of California · California · Professional & Technical Services

$38M in assets, 77 participants

Public Policy Institute of California's Public Policy Institute of Ca DC Retirement Plan reported $38M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,636 in Professional & Technical Services (21,562 peers)

Where Public Policy Institute of Ca DC Retirement Plan sits by assets

Public Policy Institute of Ca DC Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 77 participants (~$497,012/participant), up 38.5% in 2022.

#18,636
in Professional & Technical Services (21,562 peers)
+38.5%
assets growth YoY
0.4×
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.

Public Policy Institute of Ca DC Retirement Plan's outsized position by total assets

Public Policy Institute of Ca DC Retirement Plan vs every filed plan by assets

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

$38,269,948 Top 14% higher than 86% 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

Public Policy Institute of Ca DC Retirement 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. Public Policy Institute of Ca DC Retirement Plan is a small filing (77 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 943207299 · Public Policy Institute of California PY 2022 · Other

Public Policy Institute of Ca DC Retirement Plan · $38M · 77 · 86th

  • SCH $38M
  • SCH 77
  • SCH 86th
  • SCH Other
  • SCH near Ohio Dominican University Retirement Plan
  • SCH ind #18636

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 Professional & Technical Services retirement plans → · Plans in California →

Public Policy Institute of Ca DC Retirement Plan in the asset neighbourhood

Western Michigan University Homer Stryker M.D. School of Medicine 403(b) PlanWestern Michigan University …$38MPublic Policy Institute of Ca DC Retirement PlanPublic Policy Institute of C…$38MOhio Dominican University Retirement PlanOhio Dominican University Re…$38MMental Health Cooperative Retirement PlanMental Health Cooperative Re…$38MThe Metropolitan Museum of Art 403(b) Voluntary Contribution PlanThe Metropolitan Museum of A…$38M
End-of-year total assets ($M) among Public Policy Institute of Ca DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$38M
Net Income-$4M
Employer EIN943207299
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Public Policy Institute of California)

Sponsor-wide plan assets over time

All Public Policy Institute of California plans reported in each filing year

Latest sponsor-wide plan assets
$54M 41.12872063479156% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.3M $54M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 77 $38M
2023 1 85 $47M
2024 1 98 $54M

Nearby Other Plans in California

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

Public Policy Institute of Ca DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Public Policy Institute of Ca DC Retirement Plan, Total assets ($B): 0.038269948 · Participants: 77Public Policy Institute of Ca DC Retirement 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
Public Policy Institute of Ca DC Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Public Policy Institute of Ca DC Retirement Plan side-by-side with 3 peers →

Public Policy Institute of Ca DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Ohio Dominican University Retirement Plan in OH ($38M); by covered participants it is Virginia Episcopal School Defined Contribution Retirement Plan in VA (77 participants). Same-state nearby plans are listed separately above.

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 Public Policy Institute of Ca DC Retirement Plan assets move in 2022? ▼
Public Policy Institute of Ca DC Retirement Plan surged - up 38.5% during 2022, from $28M to $38M. Reported net income was -$4M.
How have Public Policy Institute of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Public Policy Institute of California's sponsor-wide assets grew 41.1%, from $38M to $54M.
Where does Public Policy Institute of Ca DC Retirement Plan rank by assets among Form 5500 filers? ▼
Public Policy Institute of Ca DC Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Public Policy Institute of Ca DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ohio Dominican University Retirement Plan in OH ($38M, 136 participants).
Which Other plans cover a similar participant headcount to Public Policy Institute of Ca DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Virginia Episcopal School Defined Contribution Retirement Plan in VA (77 participants, $12M 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 943207299.

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.