Profit Sharing · DOL Form 5500 · 2023

The David and Lucile Packard Foundation Profit Sharing Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
138
Participants Small participant base
87th
Percentile by assets National rank
$442,361
Avg per participant High balance/head
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Official DOL plan name: David and Lucile Packard Foundation Employer Contribution Retirement Plan · Sponsored by The David and Lucile Packard Foundation · California · Other Services

$61M in assets, 138 participants

The David and Lucile Packard Foundation's David and Lucile Packard Foundation Employer Contribution Retirement Plan reported $61M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,437 in Other Services (7,857 peers)

Coverage in California

David and Lucile Packard Foundation Employer Contribution Retirement Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $61M.

#7,437
in Other Services (7,857 peers)
+20.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

David and Lucile Packard Foundation Employer Contribution Retirement Plan's outsized position by total assets

David and Lucile Packard Foundation Employer Contribution Retirement Plan vs every filed plan by assets

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

$61,045,831 Top 13% higher than 87% 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

David and Lucile Packard Foundation Employer Contribution 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. David and Lucile Packard Foundation Employer Contribution Retirement Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David and Lucile Packard Foundation Employer Contribution Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • David and Lucile Packard Foundation Employer Contribution Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • David and Lucile Packard Foundation Employer Contribution Retirement Plan reported participants rose from 136 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942278431 · The David and Lucile Packard Foundation PY 2023 · Profit Sharing

David and Lucile Packard Foundation Employer Contribution Retirement Plan · $61M · 138 · 87th

  • 5500 $61M
  • 5500 138
  • 5500 87th
  • 5500 Profit Sharing
  • 5500 near Imc Markets N.a. 401(k) Plan
  • 5500 ind #7437

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 →

David and Lucile Packard Foundation Employer Contribution Retirement Plan in the asset neighbourhood

Hamamatsu Corporation Profit Sharing PlanHamamatsu Corporation Profit…$62MIBEW Local 143 Annuity Plan$61MDavid and Lucile Packard Foundation Employer Contribution Retirement PlanDavid and Lucile Packard Fou…$61MImc Markets N.a. 401(k) Plan$61MT-Mobile Puerto Rico 1165(e) PlanT-Mobile Puerto Rico 1165(e)…$60M
End-of-year total assets ($M) among David and Lucile Packard Foundation Employer Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$61M
Net Income$10M
Employer EIN942278431
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The David and Lucile Packard Foundation)

Sponsor-wide plan assets over time

All The David and Lucile Packard Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$110M 41.48788439977395% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $77.7M $110M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 238 $78M
2023 2 227 $93M
2024 2 256 $110M

Nearby Profit Sharing Plans in California

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

David and Lucile Packard Foundation Employer Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants David and Lucile Packard Foundation Employer Contribution Retirement Plan, Total assets ($B): 0.061045831 · Participants: 138David and Lucile Packard Foundation Employer Contribution Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
David and Lucile Packard Foundation Employer Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare David and Lucile Packard Foundation Employer Contribution Retirement Plan side-by-side with 3 peers →

David and Lucile Packard Foundation Employer Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Imc Markets N.a. 401(k) Plan in IL ($61M); by covered participants it is Autobody Products, Inc. Profit Sharing Plan in PA (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 David and Lucile Packard Foundation Employer Contribution Retirement Plan assets move in 2023? ▼
David and Lucile Packard Foundation Employer Contribution Retirement Plan grew sharply - up 20.1% during 2023, from $51M to $61M. Reported net income was $10M.
How have The David and Lucile Packard Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The David and Lucile Packard Foundation's sponsor-wide assets grew 41.5%, from $78M to $110M.
Where does David and Lucile Packard Foundation Employer Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
David and Lucile Packard Foundation Employer Contribution Retirement Plan ranks in the 87th 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 Profit Sharing plans are similar in size to David and Lucile Packard Foundation Employer Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Imc Markets N.a. 401(k) Plan in IL ($61M, 388 participants).
Which Profit Sharing plans cover a similar participant headcount to David and Lucile Packard Foundation Employer Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Autobody Products, Inc. Profit Sharing Plan in PA (138 participants, $33M 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 942278431.

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.