Other · DOL Form 5500 · 2023

University of the Pacific Retirement Plan

Data updated 2026-08-25

$812M
Total assets Above avg plan size
2,969
Participants Above avg headcount
98th
Percentile by assets National rank
$273,333
Avg per participant High balance/head
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Official DOL plan name: University of the Pacific Defined Contribution Plan · Sponsored by University of the Pacific · California · Educational Services

$812M in assets, 2,969 participants

University of the Pacific's University of the Pacific Defined Contribution Plan reported $812M in total assets and 2,969 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,647 in Educational Services (3,735 peers)

Coverage in California

University of the Pacific Defined Contribution Plan covers 2,969 participants in California, 4.7x the typical California plan (state average ~630 per filing). Assets: $812M.

#3,647
in Educational Services (3,735 peers)
+13.2%
assets growth YoY
8.1×
vs typical plan assets (national mean)

University of the Pacific Defined Contribution Plan's outsized position by total assets

University of the Pacific Defined Contribution Plan vs every filed plan by assets

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

$811,524,279 Top 2% higher than 98% 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

University of the Pacific Defined Contribution Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of the Pacific Defined Contribution Plan lands in the large band (2,969 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of the Pacific Defined Contribution Plan reported net income rose from -$106M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • University of the Pacific Defined Contribution Plan reported participants rose from 1,966 in the plan year 2022 filing to 2,969 in the plan year 2023 filing.
  • University of the Pacific Defined Contribution Plan end-of-year assets rose from $717M in the plan year 2022 filing to $812M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941156266 · University of the Pacific PY 2023 · Other

University of the Pacific Defined Contribution Plan · $812M · 2,969 · 98th

  • RANK $812M
  • PHOTO 2,969
  • IND 98th
  • EOY Other
  • 5500 near Brown University Defined Contribution Deferred Vesting Retirement Plan
  • ASSETS ind #3647

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 Educational Services retirement plans → · Plans in California →

University of the Pacific Defined Contribution Plan in the asset neighbourhood

Pace University Defined Contribution Retirement PlanPace University Defined Cont…$815MBrown University Defined Contribution Deferred Vesting Retirement PlanBrown University Defined Con…$813MUniversity of the Pacific Defined Contribution PlanUniversity of the Pacific De…$812MSyracuse University Voluntary Retirement PlanSyracuse University Voluntar…$807MNebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Medicine Retirement…$805M
End-of-year total assets ($M) among University of the Pacific Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$717M
Net Assets (End of Year)$812M
Net Income$95M
Employer EIN941156266
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of the Pacific)

Sponsor-wide plan assets over time

All University of the Pacific plans reported in each filing year

Latest sponsor-wide plan assets
$839M 17.10339707855832% vs 2022
2024 filing year
$700M$750M$800M$850M$900M 202220232024 $717M $839M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 1,966 $717M
2023 1 2,969 $812M
2024 1 3,107 $839M

Nearby Other Plans in California

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

University of the Pacific Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 051015 Total assets ($B) Participants University of the Pacific Defined Contribution Plan, Total assets ($B): 0.811524279 · Participants: 2969University of the Pacific Defined Contribution PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
University of the Pacific Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
Compare University of the Pacific Defined Contribution Plan side-by-side with 3 peers →

University of the Pacific Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Brown University Defined Contribution Deferred Vesting Retirement Plan in RI ($813M); by covered participants it is Mary Washington Healthcare 403(b) Plan in VA (2,958 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,969 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 University of the Pacific Defined Contribution Plan assets move in 2023? ▼
University of the Pacific Defined Contribution Plan grew at a solid clip - up 13.2% during 2023, from $717M to $812M. Reported net income was $95M.
How have University of the Pacific plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of the Pacific's sponsor-wide assets grew 17.1%, from $717M to $839M.
Where does University of the Pacific Defined Contribution Plan rank by assets among Form 5500 filers? ▼
University of the Pacific Defined Contribution Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of the Pacific Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Brown University Defined Contribution Deferred Vesting Retirement Plan in RI ($813M, 5,630 participants).
Which Other plans cover a similar participant headcount to University of the Pacific Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Mary Washington Healthcare 403(b) Plan in VA (2,958 participants, $323M 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 941156266.

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.