401(k) · DOL Form 5500 · 2024
Pacific Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 3,250
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $547,302
- Avg per participant High balance/head
Official DOL plan name: Pacific Life Insurance Company Retirement Incentive Savings Plan · Sponsored by Pacific Life Insurance Company · California · Finance & Insurance
$1.8B in assets, 3,250 participants
Pacific Life Insurance Company's Pacific Life Insurance Company Retirement Incentive Savings Plan reported $1.8B in total assets and 3,250 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,400 in Finance & Insurance (8,549 peers)
Coverage in California
Pacific Life Insurance Company Retirement Incentive Savings Plan covers 3,250 participants in California, 5.2x the typical California plan (state average ~630 per filing). Assets: $1.8B.
- #8,400
- in Finance & Insurance (8,549 peers)
- +11.4%
- assets growth YoY
- 18×
- vs typical plan assets (national mean)
Pacific Life Insurance Company Retirement Incentive Savings Plan's outsized position by total assets
Pacific Life Insurance Company Retirement Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,778,730,074 Top 1% higher than 99% 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
Pacific Life Insurance Company Retirement Incentive Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Life Insurance Company Retirement Incentive Savings Plan lands in the large band (3,250 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacific Life Insurance Company Retirement Incentive Savings Plan reported net income fell from $225M in the plan year 2023 filing to $182M in the plan year 2024 filing.
- Pacific Life Insurance Company Retirement Incentive Savings Plan end-of-year assets rose from $1.6B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
- Pacific Life Insurance Company Retirement Incentive Savings Plan reported participants rose from 3,153 in the plan year 2023 filing to 3,250 in the plan year 2024 filing.
DOL schedule card
Filing strip 951079000 · Pacific Life Insurance Company PY 2024 · 401(k)
Pacific Life Insurance Company Retirement Incentive Savings Plan · $1.8B · 3,250 · 99th
- EBSA $1.8B
- PART 3,250
- TYPE 99th
- NET 401(k)
- BOOK near Sun Advantage Savings and Investment Plan
- VS-ST ind #8400
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 Finance & Insurance retirement plans → · Plans in California →
Pacific Life Insurance Company Retirement Incentive Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $182M |
| Employer EIN | 951079000 |
| Plan Effective Date | 1975-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Life Insurance Company)
Sponsor-wide plan assets over time
All Pacific Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 29.7534581396401% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,061 | $1.4B |
| 2023 | 1 | 3,153 | $1.6B |
| 2024 | 1 | 3,250 | $1.8B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Pacific Life Insurance Company Retirement Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Sun Advantage Savings and Investment Plan in MA ($1.8B); by covered participants it is Webster Bank Retirement Savings Plan in NY (3,250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Sun Advantage Savings and Investment Plan (MA) $1.8B · 5,996
- Telephone and Data Systems, Inc. Tax-Deferred Savings Plan (WI) $1.8B · 8,892
- Chs Inc. 401(k) Plan (MN) $1.8B · 8,589
- Pacificorp K Plus Employee Savings Plan (OR) $1.8B · 5,201
Similar participant headcount
Nearest other-state filings by covered participants (3,250 participants); asset peers above are excluded.
- Webster Bank Retirement Savings Plan (NY) 3,250 · 0 off
- Essity North America Investment & Retirement Plan (PA) 3,249 · 1 off
- Amerivet Veterinary Partners 401(k) Plan (TX) 3,251 · 1 off
- Sheet Metal Workers Local 100 401(k) Plan (OR) 3,249 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.