401(k)
2023 plan-year 401(k) DOL Form 5500

PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PACIFIC LIFE INSURANCE COMPANY

This 401(k) plan holds $1.6B in total assets and serves 3,153 participants as of 2023. It is sponsored by PACIFIC LIFE INSURANCE COMPANY in California. The plan reported positive net income of $225M for the year.

Total Assets (2023)
$1.6B
Participants
3,153
State
Industry
Finance & Insurance

What the Filing Says About PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN

PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN is a 401(k) retirement plan sponsored by PACIFIC LIFE INSURANCE COMPANY, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $1.6B in total end-of-year assets and covers 3,153 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 951079000, and the plan has been effective since 1975-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.4B at the beginning of 2023 to $1.6B at year-end — a gain of 16.4%. Net assets (after liabilities) closed the year at $1.6B, with reported net income of $225M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.4B
Total Assets (End of Year)$1.6B
Net Assets (End of Year)$1.6B
Net Income$225M
Plan Type401(k)
Employer EIN951079000
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PACIFIC LIFE INSURANCE COMPANY)

Year Plans Participants Total Assets
2022 1 3,061 $1.4B
2023 1 3,153 $1.6B
2024 1 3,250 $1.8B

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN?
As of the 2023 Form 5500 filing, PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN holds $1.6B in total assets with 3,153 participants. It is sponsored by PACIFIC LIFE INSURANCE COMPANY.
What type of plan is PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN?
PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN is a 401(k) plan. It has been effective since 1975-04-01. The plan is filed with the U.S. Department of Labor under EIN 951079000.
Who sponsors the PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN?
PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN is sponsored by PACIFIC LIFE INSURANCE COMPANY, located in California. The sponsor's EIN is 951079000 and the plan operates in the Finance & Insurance industry.
How did PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN perform in 2023?
PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN grew by 16.4% during 2023, moving from $1.4B to $1.6B in total assets. Net income was $225M.
Where can I find official filings for PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN?
Official Form 5500 filings for PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951079000 or plan name at efast.dol.gov.
How does PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN compare to other plans?
You can compare PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 951079000.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.