401(k) · DOL Form 5500 · 2023

Palo Alto Veterans Institute for Research 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
191
Participants Below avg headcount
81st
Percentile by assets National rank
$182,367
Avg per participant Above avg balance/head
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Official DOL plan name: Pavir Retirement Plan · Sponsored by Palo Alto Veterans Institute for Research · California · Professional & Technical Services

$35M in assets, 191 participants

Palo Alto Veterans Institute for Research's Pavir Retirement Plan reported $35M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,651 in Professional & Technical Services (20,321 peers)

Coverage in California

Pavir Retirement Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $35M.

#16,651
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pavir Retirement Plan's outsized position by total assets

Pavir Retirement Plan vs every filed plan by assets

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

$34,832,052 Top 19% higher than 81% 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

Pavir Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pavir Retirement Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pavir Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pavir Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Pavir Retirement Plan reported participants rose from 185 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770207331 · Palo Alto Veterans Institute for Research PY 2023 · 401(k)

Pavir Retirement Plan · $35M · 191 · 81st

  • VS-ST $35M
  • VS-ST 191
  • VS-ST 81st
  • VS-ST 401(k)
  • VS-ST near Schupan & Sons, Inc. Profit Sharing and 401(k) Savings Plan
  • VS-ST ind #16651

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 →

Pavir Retirement Plan in the asset neighbourhood

Thompson Thrift Retirement PlanThompson Thrift Retirement P…$35MAffinity Gaming Retirement Savings PlanAffinity Gaming Retirement S…$35MPavir Retirement Plan$35MSchupan & Sons, Inc. Profit Sharing and 401(k) Savings PlanSchupan & Sons, Inc. Profit …$35MM&s Radiology Associates 401(k) TrustM&s Radiology Associates 401…$35M
End-of-year total assets ($M) among Pavir Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN770207331
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palo Alto Veterans Institute for Research)

Sponsor-wide plan assets over time

All Palo Alto Veterans Institute for Research plans reported in each filing year

Latest sponsor-wide plan assets
$40M 35.4476343466422% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.7M $40.2M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 185 $30M
2023 1 191 $35M
2024 1 191 $40M

Nearby 401(k) Plans in California

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

Pavir Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pavir Retirement Plan, Total assets ($B): 0.034832052 · Participants: 191Pavir Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Pavir Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pavir Retirement Plan side-by-side with 3 peers →

Pavir Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Schupan & Sons, Inc. Profit Sharing and 401(k) Savings Plan in MI ($35M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Pavir Retirement Plan assets move in 2023? ▼
Pavir Retirement Plan grew sharply - up 17.4% during 2023, from $30M to $35M. Reported net income was $5M.
How have Palo Alto Veterans Institute for Research plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palo Alto Veterans Institute for Research's sponsor-wide assets grew 35.4%, from $30M to $40M.
Where does Pavir Retirement Plan rank by assets among Form 5500 filers? ▼
Pavir Retirement Plan ranks in the 81st 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 401(k) plans are similar in size to Pavir Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schupan & Sons, Inc. Profit Sharing and 401(k) Savings Plan in MI ($35M, 571 participants).
Which 401(k) plans cover a similar participant headcount to Pavir Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants, N/A 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 770207331.

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.