Other · DOL Form 5500 · 2024
Union of Pan Asian Communities Upac Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 224
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $16,765
- Avg per participant Low balance/head
Official DOL plan name: Upac 403b Plan · Sponsored by Union of Pan Asian Communities Upac · California · Healthcare & Social Assistance
$4M in assets, 224 participants
Union of Pan Asian Communities Upac's Upac 403b Plan reported $4M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,526 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Upac 403b Plan covers 224 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $4M.
- #6,526
- in Healthcare & Social Assistance (16,916 peers)
- -6.2%
- assets change YoY
The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Upac 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Upac 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,755,386 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Upac 403b Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upac 403b Plan sits mid-pack in the medium band (224 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Upac 403b Plan reported net income rose from -$598K in the plan year 2022 filing to -$250K in the plan year 2024 filing.
- Upac 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2024 filing.
- Upac 403b Plan reported participants rose from 220 in the plan year 2022 filing to 224 in the plan year 2024 filing.
DOL schedule card
Filing strip 237279074 · Union of Pan Asian Communities Upac PY 2024 · Other
Upac 403b Plan · $4M · 224 · 37th
- BOOK $4M
- BOOK 224
- BOOK 37th
- BOOK Other
- BOOK near Nowcap of Wyoming Tax Sheltered Retirement Annuity Plan
- BOOK ind #6526
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Upac 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$250K |
| Employer EIN | 237279074 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union of Pan Asian Communities Upac)
Sponsor-wide plan assets over time
All Union of Pan Asian Communities Upac plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 187.8655070362659% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $3M |
| 2024 | 2 | 480 | $8M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Upac 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Nowcap of Wyoming Tax Sheltered Retirement Annuity Plan in WY ($4M); by covered participants it is Illinois College of Optometry Master Retirement and Annuity Plan in IL (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.