ESOP · DOL Form 5500 · 2023

Pacifica Graduate Institute ESOP

Data updated 2026-08-11

$12M
Total assets
102
Participants
62nd
Percentile by assets
$116,216
Avg per participant
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Official DOL plan name: Pacifica Graduate Institute Employees' Retirement Plan · Sponsored by Pacifica Graduate Institute · California · Educational Services

$12M in assets, 102 participants

Pacifica Graduate Institute's Pacifica Graduate Institute Employees' Retirement Plan reported $12M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #1,691 in Educational Services (3,735 peers)

Coverage in California

Pacifica Graduate Institute Employees' Retirement Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $12M.

$12M
total plan assets (2023 EOY)
102
covered participants
62nd
percentile by assets (of 127,072 plans)
$116,216
avg assets per participant

Where Pacifica Graduate Institute Employees' Retirement Plan sits by total assets

Pacifica Graduate Institute Employees' Retirement Plan vs every filed plan by assets

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

$11,854,065 Top 38% higher than 62% 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

  • Pacifica Graduate Institute Employees' Retirement Plan reported net income rose from $357K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pacifica Graduate Institute Employees' Retirement Plan reported participants fell from 123 in the plan year 2022 filing to 102 in the plan year 2023 filing.
  • Pacifica Graduate Institute Employees' Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Pacifica Graduate Institute Employees' Retirement Plan reports 102 participants - about 16% of that state average ($12M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN770119973
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacifica Graduate Institute)

$22M$24M$26M$28M$30M 202220232024 $23.5M $28.9M ▲ +22.8%
Total plan assets by year, all Pacifica Graduate Institute plans on file
Year Plans Participants Total Assets
2022 2 459 $24M
2023 2 423 $28M
2024 2 399 $29M

Nearby ESOP Plans in California

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

Pacifica Graduate Institute Employees' Retirement Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pacifica Graduate In…, Total assets ($B): 0.011854065 · Participants: 102Pacifica Graduate In…Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
Pacifica Graduate Institute Employees' Retirement Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pacifica Graduate Institute Employees' R… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Pacifica Graduate Institute Employees' Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Pacifica Graduate Institute Employees' Retirement Plan assets move in 2023? ▼
Pacifica Graduate Institute Employees' Retirement Plan grew sharply - up 15.1% during 2023, from $10M to $12M. Reported net income was $2M.
How have Pacifica Graduate Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacifica Graduate Institute's sponsor-wide assets grew 22.8%, from $24M to $29M.
Which ESOP plans are similar in size to Pacifica Graduate Institute Employees' Retirement Plan? ▼
Among ESOP plans in other states, the closest by assets is D&r Earthmoving Employee Stock Ownership Plan in MI ($12M, 71 participants).

Next read for Pacifica Graduate Institute Employees' R…

Filing takeaways

Ways to act on Pacifica Graduate Institute Employees' Retirement Plan's numbers.

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 770119973.

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.