Other · DOL Form 5500 · 2023

Public Policy Institute of California Retirement Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
85
Participants Small participant base
85th
Percentile by assets National rank
$555,016
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,488
in Professional & Technical Services (20,321 peers)
+23.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$47,176,340 Top 15% higher than 85% of 127,068 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 2023

Public Policy Institute of Ca DC Retirement Plan among smaller filed plans by headcount

Plan-year 2023 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 (85 participants) on this national headcount ladder.

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 →

Published 5500 schedule card

Filing strip 943207299 · Public Policy Institute of California PY 2023 · Other

Public Policy Institute of Ca DC Retirement Plan · $47M · 85 · 85th

  • SCH $47M
  • SCH 85
  • SCH 85th
  • SCH Other
  • SCH near The Hathaway Brown School Retirement Plan
  • SCH ind #17488

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

Yai Network Affiliates 403(b) PlanYai Network Affiliates 403(b…$47MEarthscope Consortium 403b$47MBaycare Health System 403(b) ProgramBaycare Health System 403(b)…$47MPublic Policy Institute of Ca DC Retirement PlanPublic Policy Institute of C…$47MThe Hathaway Brown School Retirement PlanThe Hathaway Brown School Re…$47M
End-of-year total assets ($M) among Public Policy Institute of Ca DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

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 -5051015 Total assets ($B) Participants Public Policy Institute of Ca DC Retirement Plan, Total assets ($B): 0.04717634 · Participants: 85Public Policy Institute of Ca DC Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University 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 The Hathaway Brown School Retirement Plan in OH ($47M); by covered participants it is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 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).
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 Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants, $4M in assets).

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.