Other · DOL Form 5500 · 2024
Union of Pan Asian Communities Upac Retirement Plan
Data updated 2026-08-11
- $4M
- Total assets
- 224
- Participants
- 37th
- Percentile by assets
- $16,765
- Avg per participant
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.
- 37th percentile by assets (of 123,622 plans)
- #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.
- $4M
- total plan assets (2024 EOY)
- 224
- covered participants
- 37th
- percentile by assets (of 123,622 plans)
- $16,765
- avg assets per participant
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.
Where Upac 403b Plan sits by total assets
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
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Upac 403b Plan reports 224 participants - about 36% of that state average ($4M EOY assets).
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)
| 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.
Upac 403b Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Upac 403b Plan by total assets, not by location.
Frequently Asked Questions
How did Upac 403b Plan assets move in 2024? ▼
How have Union of Pan Asian Communities Upac plan assets changed over time? ▼
Which Other plans are similar in size to Upac 403b Plan? ▼
Next read for Upac 403b Plan
Filing takeaways
Ways to act on Upac 403b Plan's numbers.
- By total assets, Upac 403b Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Union of Pan Asian Communities Upac's sponsor-wide assets have grown 187.9% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans