Other · DOL Form 5500 · 2023

Public Policy Institute of California Retirement Plan

Data updated 2026-08-11

$47M
Total assets
85
Participants
85th
Percentile by assets
$555,016
Avg per participant
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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

$47M in assets, 85 participants

Public Policy Institute of California's Public Policy Institute of Ca DC Retirement Plan reported $47M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #17,488 in Professional & Technical Services (20,321 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, $47M for 85 participants (~$555,016/participant), up 23.3% in 2023.

$47M
total plan assets (2023 EOY)
85
covered participants
85th
percentile by assets (of 127,072 plans)
$555,016
avg assets per participant

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$47,176,340 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Public Policy Institute of Ca DC Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Public Policy Institute of Ca DC Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Public Policy Institute of Ca DC Retirement Plan reported participants rose from 77 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Public Policy Institute of Ca DC Retirement Plan vs the 2023 asset distribution

By assets, Public Policy Institute of Ca DC Retirement Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$47M
Net Income$9M
Employer EIN943207299
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Public Policy Institute of California)

$35M$40M$45M$50M$55M$60M 202220232024 $38.3M $54M ▲ +41.1%
Total plan assets by year, all Public Policy Institute of California plans on file
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 -5051015 Total assets ($B) Participants Public Policy Instit…, Total assets ($B): 0.04717634 · Participants: 85Public Policy Instit…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Public Policy Institute of Ca DC Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Public Policy Institute of Ca DC Retirem… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Public Policy Institute of Ca DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Public Policy Institute of Ca DC Retirement Plan assets move in 2023? ▼
Public Policy Institute of Ca DC Retirement Plan grew sharply - up 23.3% during 2023, from $38M to $47M. Reported net income was $9M.
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 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 The Hathaway Brown School Retirement Plan in OH ($47M, 240 participants).

Next read for Public Policy Institute of Ca DC Retirem…

Scale reading

Ways to act on Public Policy Institute of Ca DC Retirement Plan's numbers.

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 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.