Other · DOL Form 5500 · 2023

Pact, Inc. Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
150
Participants Small participant base
81st
Percentile by assets National rank
$234,695
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pact 403(b) Retirement Plan · Sponsored by Pact, Inc. · District of Columbia · Other Services

$35M in assets, 150 participants

Pact, Inc.'s Pact 403(b) Retirement Plan reported $35M in total assets and 150 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.

  • #7,152 in Other Services (7,857 peers)

Coverage in District of Columbia

Pact 403(b) Retirement Plan covers 150 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $35M.

#7,152
in Other Services (7,857 peers)
+22.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pact 403(b) Retirement Plan's outsized position by total assets

Pact 403(b) Retirement Plan vs every filed plan by assets

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

$35,204,261 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

Pact 403(b) 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. Pact 403(b) Retirement Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pact 403(b) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pact 403(b) Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Pact 403(b) Retirement Plan reported participants rose from 136 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132702768 · Pact, Inc. PY 2023 · Other

Pact 403(b) Retirement Plan · $35M · 150 · 81st

  • IND $35M
  • EOY 150
  • 5500 81st
  • ASSETS Other
  • PCT near Lincoln Park Zoological Society Retirement Plan
  • EIN ind #7152

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 Other Services retirement plans → · Plans in District of Columbia →

Pact 403(b) Retirement Plan in the asset neighbourhood

Melmark, Inc. Supplemental Retirement Annuity PlanMelmark, Inc. Supplemental R…$35MLincoln Park Zoological Society Retirement PlanLincoln Park Zoological Soci…$35MPact 403(b) Retirement Plan$35MProject Lead the Way 403b PlanProject Lead the Way 403b Pl…$35MNational Bureau of Economic Research, Inc. Tax-Deferred Annuity PlanNational Bureau of Economic …$35M
End-of-year total assets ($M) among Pact 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN132702768
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pact, Inc.)

Sponsor-wide plan assets over time

All Pact, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 34.06999761868213% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $38.4M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 136 $29M
2023 1 150 $35M
2024 1 131 $38M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Pact 403(b) Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Pact 403(b) Retirement Plan, Total assets ($B): 0.035204261 · Participants: 150Pact 403(b) Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Pact 403(b) Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Pact 403(b) Retirement Plan side-by-side with 3 peers →

Pact 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Lincoln Park Zoological Society Retirement Plan in IL ($35M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Pact 403(b) Retirement Plan assets move in 2023? ▼
Pact 403(b) Retirement Plan grew sharply - up 22.9% during 2023, from $29M to $35M. Reported net income was $7M.
How have Pact, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pact, Inc.'s sponsor-wide assets grew 34.1%, from $29M to $38M.
Where does Pact 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Pact 403(b) 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 Other plans are similar in size to Pact 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lincoln Park Zoological Society Retirement Plan in IL ($35M, 247 participants).
Which Other plans cover a similar participant headcount to Pact 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants, $5M 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 132702768.

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.