401(k) · DOL Form 5500 · 2023

Pacific Legal Foundation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 104
Participants Small participant base: 66th
Percentile by assets National rank: $134,597
Avg per participant Near avg balance/head

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Official DOL plan name: Pacific Legal Foundation 403(b) Plan · Sponsored by Pacific Legal Foundation · California · Professional & Technical Services

$14M in assets, 104 participants

Pacific Legal Foundation's Pacific Legal Foundation 403(b) Plan reported $14M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#13,228 in Professional & Technical Services (20,321 peers)

Coverage in California

Pacific Legal Foundation 403(b) Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $14M.

#13,228
in Professional & Technical Services (20,321 peers): +28.8%
assets growth YoY

Pacific Legal Foundation 403(b) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pacific Legal Foundation 403(b) Plan vs every filed plan by assets

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

$13,998,132 Top 34% higher than 66% 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

Pacific Legal Foundation 403(b) 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. Pacific Legal Foundation 403(b) Plan sits mid-pack in the medium band (104 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 942197343 · Pacific Legal Foundation PY 2023 · 401(k)

Pacific Legal Foundation 403(b) Plan · $14M · 104 · 66th

EBSA $14M
EBSA 104
EBSA 66th
EBSA 401(k)
EBSA near Professional Building Systems, Inc. 401(k) Plan
EBSA ind #13228

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Pacific Legal Foundation 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$14M
Net Income	$3M
Employer EIN	942197343
Plan Effective Date	1974-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pacific Legal Foundation)

Latest sponsor-wide plan assets: $18M 27.339326418696437% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	104	$14M
2024	1	111	$18M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pacific Legal Foundation 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Pacific Legal Foundation 403(b) Plan side-by-side with 3 peers →

Pacific Legal Foundation 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Professional Building Systems, Inc. 401(k) Plan in PA ($14M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Professional Building Systems, Inc. 401(k) Plan (PA) $14M · 981
Asd, Inc. 401(k) Plan (PA) $14M · 262
Allagash Brewing Company Retirement Plan (ME) $14M · 155
Waterstone Bank Ssb 401(k) Plan (WI) $14M · 182

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

Penn Automotive, Inc. 401(k) Plan (MI) 104 · 0 off
Kass Shuler, P. a. 401(k) Profit Sharing Plan (FL) 104 · 0 off
Anord Mardix (USA) Inc. (VA) 104 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 104 · 0 off

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 Pacific Legal Foundation 403(b) Plan assets move in 2023? ▼

Pacific Legal Foundation 403(b) Plan grew sharply - up 28.8% during 2023, from $11M to $14M. Reported net income was $3M.

How have Pacific Legal Foundation plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Pacific Legal Foundation's sponsor-wide assets grew 27.3%, from $14M to $18M.

Which 401(k) plans are similar in size to Pacific Legal Foundation 403(b) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Professional Building Systems, Inc. 401(k) Plan in PA ($14M, 981 participants).

Which 401(k) plans cover a similar participant headcount to Pacific Legal Foundation 403(b) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A 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 942197343.