401(k) · DOL Form 5500 · 2023
Pacific Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 3,153
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $506,234
- Avg per participant High balance/head
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.
- #8,717 in Finance & Insurance (8,869 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 ~630 per filing). Assets: $1.6B.
- #8,717
- in Finance & Insurance (8,869 peers)
- +16.4%
- assets growth YoY
- 16×
- vs typical plan assets (national mean)
Pacific Life Insurance Company Retirement Incentive Savings Plan's outsized position by total assets
Pacific Life Insurance Company Retirement Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,596,156,511 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pacific Life Insurance Company Retirement Incentive Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Life Insurance Company Retirement Incentive Savings Plan lands in the large band (3,153 participants).
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.
Published 5500 schedule card
Filing strip 951079000 · Pacific Life Insurance Company PY 2023 · 401(k)
Pacific Life Insurance Company Retirement Incentive Savings Plan · $1.6B · 3,153 · 99th
- IND $1.6B
- EOY 3,153
- 5500 99th
- ASSETS 401(k)
- PCT near Solvay USA LLC Savings Plus Plan
- EIN ind #8717
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 Finance & Insurance retirement plans → · Plans in California →
Pacific Life Insurance Company Retirement Incentive Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | $225M |
| Employer EIN | 951079000 |
| Plan Effective Date | 1975-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Life Insurance Company)
Sponsor-wide plan assets over time
All Pacific Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 29.7534581396401% vs 2022
- 2024 filing year
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Pacific Life Insurance Company Retirement Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Solvay USA LLC Savings Plus Plan in NJ ($1.6B); by covered participants it is Zs Associates, Inc. 401(k) Profit Sharing Plan in IL (3,155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Solvay USA LLC Savings Plus Plan (NJ) $1.6B · 5,615
- Pacificorp K Plus Employee Savings Plan (OR) $1.6B · 4,968
- Saint-Gobain Corporation 401(k) Plan for Salaried Employees (PA) $1.6B · 6,235
- Pmg Services, Inc. Thrift and Profit Sharing Plan (FL) $1.6B · 7,020
Similar participant headcount
Nearest other-state filings by covered participants (3,153 participants); asset peers above are excluded.
- Zs Associates, Inc. 401(k) Profit Sharing Plan (IL) 3,155 · 2 off
- Anthology Senior Living 401(k) Plan (CO) 3,151 · 2 off
- Hormel Foods Corporation Tax Deferred Investment Plan B (MN) 3,156 · 3 off
- Hotel Retirement Systems Profit Sharing Plan and Trust (SD) 3,157 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.