Other · DOL Form 5500 · 2023

The David and Lucile Packard Foundation Retirement Plan

Data updated 2026-08-11

$32M
Total assets
89
Participants
80th
Percentile by assets
$363,164
Avg per participant
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Official DOL plan name: The David and Lucile Packard Foundation Employee Contribution Retirement Plan · Sponsored by The David and Lucile Packard Foundation · California · Other Services

$32M in assets, 89 participants

The David and Lucile Packard Foundation's The David and Lucile Packard Foundation Employee Contribution Retirement Plan reported $32M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 127,072 plans)
  • #7,098 in Other Services (7,857 peers)

Where The David and Lucile Packard Foundation Employee Contribution Retirement Plan sits by assets

The David and Lucile Packard Foundation Employee Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 89 participants (~$363,164/participant), up 20.1% in 2023.

$32M
total plan assets (2023 EOY)
89
covered participants
80th
percentile by assets (of 127,072 plans)
$363,164
avg assets per participant

Where The David and Lucile Packard Foundation Employee Contribution Retirement Plan sits by total assets

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

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

$32,321,632 Top 20% higher than 80% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The David and Lucile Packard Foundation Employee Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The David and Lucile Packard Foundation Employee Contribution Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • The David and Lucile Packard Foundation Employee Contribution Retirement Plan reported participants fell from 102 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Other Services

The David and Lucile Packard Foundation Employee Contribution Retirement Plan vs the 2023 asset distribution

By assets, The David and Lucile Packard Foundation Employee Contribution Retirement Plan outranks 80% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN942278431
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The David and Lucile Packard Foundation)

$70M$80M$90M$100M$110M$120M 202220232024 $77.7M $110M ▲ +41.5%
Total plan assets by year, all The David and Lucile Packard Foundation plans on file
Year Plans Participants Total Assets
2022 2 238 $78M
2023 2 227 $93M
2024 2 256 $110M

Nearby Other Plans in California

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

The David and Lucile Packard Foundation Employee Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The David and Lucile…, Total assets ($B): 0.032321632 · Participants: 89The David and Lucile…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
The David and Lucile Packard Foundation Employee Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The David and Lucile Packard Foundation … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The David and Lucile Packard Foundation Employee Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The David and Lucile Packard Foundation Employee Contribution Retirement Plan assets move in 2023? ▼
The David and Lucile Packard Foundation Employee Contribution Retirement Plan grew sharply - up 20.1% during 2023, from $27M to $32M. Reported net income was $5M.
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 The David and Lucile Packard Foundation Employee Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The David and Lucile Packard Foundation Employee Contribution Retirement Plan ranks in the 80th 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 The David and Lucile Packard Foundation Employee Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Eden II School for Autistic Children, Inc. Tax-Deferred Annuity Plan in NY ($32M, 340 participants).

Next read for The David and Lucile Packard Foundation …

Scale reading

Ways to act on The David and Lucile Packard Foundation Employee Contribution Retirement Plan's numbers.

  • By total assets, The David and Lucile Packard Foundation Employee Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • The David and Lucile Packard Foundation's sponsor-wide assets have grown 41.5% since 2022 across 3 plan years on file. More Other Services plans

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.