401(k) · DOL Form 5500 · 2024
Pacific Union Company 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 247
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $52,393
- Avg per participant Low balance/head
Official DOL plan name: Pacific Union Company 401(k) Retirement Plan · Sponsored by Pacific Union Company · California · Real Estate
$13M in assets, 247 participants
Pacific Union Company's Pacific Union Company 401(k) Retirement Plan reported $13M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,587 in Real Estate (4,605 peers)
Coverage in California
Pacific Union Company 401(k) Retirement Plan covers 247 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $13M.
- #3,587
- in Real Estate (4,605 peers)
- +22.0%
- assets growth YoY
Pacific Union Company 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers
Pacific Union Company 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,941,052 Top 39% higher than 61% 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 Union Company 401(k) Retirement 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. Pacific Union Company 401(k) Retirement Plan sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacific Union Company 401(k) Retirement Plan reported participants rose from 177 in the plan year 2023 filing to 247 in the plan year 2024 filing.
- Pacific Union Company 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942321747 · Pacific Union Company PY 2024 · 401(k)
Pacific Union Company 401(k) Retirement Plan · $13M · 247 · 61st
- 5500 $13M
- 5500 247
- 5500 61st
- 5500 401(k)
- 5500 near United Way Miami 401(k) Plan
- 5500 ind #3587
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 Real Estate retirement plans → · Plans in California →
Pacific Union Company 401(k) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 942321747 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Union Company)
Sponsor-wide plan assets over time
All Pacific Union Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 55.093768973173354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $8M |
| 2023 | 1 | 177 | $11M |
| 2024 | 1 | 247 | $13M |
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 Union Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is United Way Miami 401(k) Plan in FL ($13M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- United Way Miami 401(k) Plan (FL) $13M · 195
- Lee Supply Corp. 401(k) Plan (IN) $13M · 309
- Doehler North America 401(k) Plan (GA) $13M · 275
- Heyward-Charlotte Incorporated Profit Sharing Plan (NC) $13M · 24
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Propex 401(k) Savings Plan (TN) 247 · 0 off
- Hiway Credit Union 401(k) Plan and Trust (MN) 247 · 0 off
- Solsbury Hill 401(k) Plan (CO) 247 · 0 off
- Larson Management Inc. 401(k) Profit Sharing Plan (WI) 247 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.