Other · DOL Form 5500 · 2024

Public Policy Institute of California Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
98
Participants Small participant base
85th
Percentile by assets National rank
$551,121
Avg per participant High balance/head
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Official DOL plan name: Public Policy Institute of Ca DC Retirement Plan · Sponsored by Public Policy Institute of California · California · Professional & Technical Services

$54M in assets, 98 participants

Public Policy Institute of California's Public Policy Institute of Ca DC Retirement Plan reported $54M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,314 in Professional & Technical Services (20,173 peers)

Where Public Policy Institute of Ca DC Retirement Plan sits by assets

Public Policy Institute of Ca DC Retirement Plan sits in the top quartile of all filed plans by assets, $54M for 98 participants (~$551,121/participant), up 14.5% in 2024.

#17,314
in Professional & Technical Services (20,173 peers)
+14.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Public Policy Institute of Ca DC Retirement Plan's outsized position by total assets

Public Policy Institute of Ca DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$54,009,888 Top 15% higher than 85% of 123,620 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 2024

Public Policy Institute of Ca DC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Public Policy Institute of Ca DC Retirement Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Public Policy Institute of Ca DC Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Public Policy Institute of Ca DC Retirement Plan reported participants rose from 85 in the plan year 2023 filing to 98 in the plan year 2024 filing.
  • Public Policy Institute of Ca DC Retirement Plan end-of-year assets rose from $47M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943207299 · Public Policy Institute of California PY 2024 · Other

Public Policy Institute of Ca DC Retirement Plan · $54M · 98 · 85th

  • TYPE $54M
  • TYPE 98
  • TYPE 85th
  • TYPE Other
  • TYPE near Minneapolis Institute of Art Retirement and Savings Plan
  • TYPE ind #17314

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 →

Public Policy Institute of Ca DC Retirement Plan in the asset neighbourhood

American Society of Hematology 403(b) PlanAmerican Society of Hematolo…$54MMinneapolis Institute of Art Retirement and Savings PlanMinneapolis Institute of Art…$54MBoilermakers Local Lodge No. 5 Annuity FundBoilermakers Local Lodge No.…$54MPublic Policy Institute of Ca DC Retirement PlanPublic Policy Institute of C…$54MSuffield Academy 403(b) Retirement PlanSuffield Academy 403(b) Reti…$54M
End-of-year total assets ($M) among Public Policy Institute of Ca DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$54M
Net Income$7M
Employer EIN943207299
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Public Policy Institute of California)

Sponsor-wide plan assets over time

All Public Policy Institute of California plans reported in each filing year

Latest sponsor-wide plan assets
$54M 41.12872063479156% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.3M $54M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 77 $38M
2023 1 85 $47M
2024 1 98 $54M

Nearby Other Plans in California

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

Public Policy Institute of Ca DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Public Policy Institute of Ca DC Retirement Plan, Total assets ($B): 0.054009888 · Participants: 98Public Policy Institute of Ca DC Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Public Policy Institute of Ca DC Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Public Policy Institute of Ca DC Retirement Plan side-by-side with 3 peers →

Public Policy Institute of Ca DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Minneapolis Institute of Art Retirement and Savings Plan in MN ($54M); by covered participants it is Belmont Day School DC Retirement Plan in MA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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.

Frequently Asked Questions

How did Public Policy Institute of Ca DC Retirement Plan assets move in 2024? ▼
Public Policy Institute of Ca DC Retirement Plan grew at a solid clip - up 14.5% during 2024, from $47M to $54M. Reported net income was $7M.
How have Public Policy Institute of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Public Policy Institute of California's sponsor-wide assets grew 41.1%, from $38M to $54M.
Where does Public Policy Institute of Ca DC Retirement Plan rank by assets among Form 5500 filers? ▼
Public Policy Institute of Ca DC Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Public Policy Institute of Ca DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Minneapolis Institute of Art Retirement and Savings Plan in MN ($54M, 200 participants).
Which Other plans cover a similar participant headcount to Public Policy Institute of Ca DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Belmont Day School DC Retirement Plan in MA (98 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943207299.

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.