Other · DOL Form 5500 · 2024
The David and Lucile Packard Foundation Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 100
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $389,739
- Avg per participant High balance/head
Official DOL plan name: The David and Lucile Packard Foundation Employee Contribution Retirement Plan · Sponsored by The David and Lucile Packard Foundation · California · Other Services
$39M in assets, 100 participants
The David and Lucile Packard Foundation's The David and Lucile Packard Foundation Employee Contribution Retirement Plan reported $39M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,019 in Other Services (7,719 peers)
Coverage in California
The David and Lucile Packard Foundation Employee Contribution Retirement Plan covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $39M.
- #7,019
- in Other Services (7,719 peers)
- +20.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The David and Lucile Packard Foundation Employee Contribution Retirement Plan's outsized position by total assets
The David and Lucile Packard Foundation Employee Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,973,899 Top 19% higher than 81% 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
The David and Lucile Packard Foundation Employee Contribution 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. The David and Lucile Packard Foundation Employee Contribution Retirement Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The David and Lucile Packard Foundation Employee Contribution Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- The David and Lucile Packard Foundation Employee Contribution Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- The David and Lucile Packard Foundation Employee Contribution Retirement Plan reported participants rose from 89 in the plan year 2023 filing to 100 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942278431 · The David and Lucile Packard Foundation PY 2024 · Other
The David and Lucile Packard Foundation Employee Contribution Retirement Plan · $39M · 100 · 81st
- ASSETS $39M
- ASSETS 100
- ASSETS 81st
- ASSETS Other
- ASSETS near East Coast Migrant Head Start Project Retirement Savings Plan
- ASSETS ind #7019
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 Other Services retirement plans → · Plans in California →
The David and Lucile Packard Foundation Employee Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $7M |
| Employer EIN | 942278431 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The David and Lucile Packard Foundation)
Sponsor-wide plan assets over time
All The David and Lucile Packard Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 41.48788439977395% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 238 | $78M |
| 2023 | 2 | 227 | $93M |
| 2024 | 2 | 256 | $110M |
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
The David and Lucile Packard Foundation Employee Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is East Coast Migrant Head Start Project Retirement Savings Plan in NC ($39M); by covered participants it is The Wayside House, Inc. 403(b) Plan in MN (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 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.