Other · DOL Form 5500 · 2023
The David and Lucile Packard Foundation Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 89
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $363,164
- Avg per participant High balance/head
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.
- #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.
- #7,098
- in Other Services (7,857 peers)
- +20.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The David and Lucile Packard Foundation Employee Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The David and Lucile Packard Foundation Employee Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The David and Lucile Packard Foundation Employee Contribution Retirement Plan is a small filing (89 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 942278431 · The David and Lucile Packard Foundation PY 2023 · Other
The David and Lucile Packard Foundation Employee Contribution Retirement Plan · $32M · 89 · 80th
- BOY $32M
- SCH 89
- EBSA 80th
- PART Other
- TYPE near Eden II School for Autistic Children, Inc. Tax-Deferred Annuity Plan
- NET ind #7098
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 →
The David and Lucile Packard Foundation Employee Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 942278431 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
| 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.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
The David and Lucile Packard Foundation Employee Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Eden II School for Autistic Children, Inc. Tax-Deferred Annuity Plan in NY ($32M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 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.