401(k) · DOL Form 5500 · 2023
Lucile Packard Foundation for Children's Health 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 110
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $318,539
- Avg per participant High balance/head
Official DOL plan name: Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan · Sponsored by Lucile Packard Foundation for Children's Health · California · Other Services
$35M in assets, 110 participants
Lucile Packard Foundation for Children's Health's Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan reported $35M in total assets and 110 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.
- #7,150 in Other Services (7,857 peers)
Coverage in California
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $35M.
- #7,150
- in Other Services (7,857 peers)
- +26.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan's outsized position by total assets
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,039,287 Top 19% higher than 81% 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
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) 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. Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan reported participants rose from 100 in the plan year 2022 filing to 110 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 770440090 · Lucile Packard Foundation for Children's Health PY 2023 · 401(k)
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan · $35M · 110 · 81st
- ASSETS $35M
- ASSETS 110
- ASSETS 81st
- ASSETS 401(k)
- ASSETS near Rlj-Mclarty-Landers Automotive Holdings, LLC 401(k) Plan
- ASSETS ind #7150
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 California →
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $7M |
| Employer EIN | 770440090 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lucile Packard Foundation for Children's Health)
Sponsor-wide plan assets over time
All Lucile Packard Foundation for Children's Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 52.68322144009806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $28M |
| 2023 | 1 | 110 | $35M |
| 2024 | 1 | 133 | $42M |
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
Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Rlj-Mclarty-Landers Automotive Holdings, LLC 401(k) Plan in TX ($35M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
- Cms Corporation 401(k) Plan (OH) 110 · 0 off
- Presbyterian Christian School, Inc. 401(k) Plan (MS) 110 · 0 off
- Cascade Auto Center 401(k) Plan (WA) 110 · 0 off
- Emagin Corporation 401(k) Plan (NY) 110 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.