401(k) · DOL Form 5500 · 2023

Pacific Life Insurance Company 401(k) Plan

Data updated 2026-08-06

$1.6B
Total assets
3,153
Participants
99th
Percentile by assets
$506,234
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Pacific Life Insurance Company Retirement Incentive Savings Plan · Sponsored by Pacific Life Insurance Company · California · Finance & Insurance

$1.6B in assets, 3,153 participants

Pacific Life Insurance Company's Pacific Life Insurance Company Retirement Incentive Savings Plan reported $1.6B in total assets and 3,153 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 126,618 plans)
  • #8,700 in Finance & Insurance (8,852 peers)

Coverage in California

Pacific Life Insurance Company Retirement Incentive Savings Plan covers 3,153 participants in California, 5.0x the typical California plan (state average ~637 per filing). Assets: $1.6B.

$1.6B
total plan assets (2023 EOY)
3,153
covered participants
99th
percentile by assets (of 126,618 plans)
$506,234
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific Life Insurance Company Retirement Incentive Savings Plan reported net income rose from -$268M in the plan year 2022 filing to $225M in the plan year 2023 filing.
  • Pacific Life Insurance Company Retirement Incentive Savings Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.
  • Pacific Life Insurance Company Retirement Incentive Savings Plan reported participants rose from 3,061 in the plan year 2022 filing to 3,153 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Pacific Life Insurance Company Retirement Incentive Savings Plan reports 3,153 participants - 5.0x that state average ($1.6B EOY assets).

California filing particulars

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

Sponsor Plan History (Pacific Life Insurance Company)

$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.37B $1.78B ▲ +29.9%
Total plan assets by year, all Pacific Life Insurance Company plans on file
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

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

Pacific Life Insurance Company Retirement Incentive Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Pacific Life Insurance Company Retirement Incentive Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pacific Life Insuran…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Pacific Life Insurance Company Retirement Incentive Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pacific Life Insurance Company Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pacific Life Insurance Company Retirement Incentive Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Pacific Life Insurance Company Retirement Incentive Savings Plan assets move in 2023? ▼
Pacific Life Insurance Company Retirement Incentive Savings Plan grew sharply - up 16.4% during 2023, from $1.4B to $1.6B. Reported net income was $225M.
How have Pacific Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Life Insurance Company's sponsor-wide assets grew 29.8%, from $1.4B to $1.8B.
Where does Pacific Life Insurance Company Retirement Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Pacific Life Insurance Company Retirement Incentive Savings Plan ranks in the 99th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Pacific Life Insurance Company Retirement Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solvay USA LLC Savings Plus Plan in NJ ($1.6B, 5,615 participants).

Next read for Pacific Life Insurance Company Retiremen…

Filing takeaways

Ways to act on Pacific Life Insurance Company Retirement Incentive Savings Plan's numbers.

  • By total assets, Pacific Life Insurance Company Retirement Incentive Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Pacific Life Insurance Company's sponsor-wide assets have grown 29.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.

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.