ESOP · DOL Form 5500 · 2024

Pacifica Graduate Institute ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
117
Participants Small participant base
58th
Percentile by assets National rank
$93,824
Avg per participant Below avg balance/head
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Official DOL plan name: Pacifica Graduate Institute Employees' Retirement Plan · Sponsored by Pacifica Graduate Institute · California · Educational Services

$11M in assets, 117 participants

Pacifica Graduate Institute's Pacifica Graduate Institute Employees' Retirement Plan reported $11M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,479 in Educational Services (3,638 peers)

Coverage in California

Pacifica Graduate Institute Employees' Retirement Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $11M.

#1,479
in Educational Services (3,638 peers)
-7.4%
assets change YoY

The plan reported a net loss of $567K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pacifica Graduate Institute Employees' Retirement Plan's mid-pack asset rank among Educational Services and all filers

Pacifica Graduate Institute Employees' Retirement Plan vs every filed plan by assets

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

$10,977,392 Top 42% higher than 58% 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

Pacifica Graduate Institute Employees' 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. Pacifica Graduate Institute Employees' Retirement Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pacifica Graduate Institute Employees' Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$567K in the plan year 2024 filing.
  • Pacifica Graduate Institute Employees' Retirement Plan reported participants rose from 102 in the plan year 2023 filing to 117 in the plan year 2024 filing.
  • Pacifica Graduate Institute Employees' Retirement Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 770119973 · Pacifica Graduate Institute PY 2024 · ESOP

Pacifica Graduate Institute Employees' Retirement Plan · $11M · 117 · 58th

  • TYPE $11M
  • NET 117
  • BOOK 58th
  • VS-ST ESOP
  • BOY near First Fontanelle Employee Stock Ownership Plan
  • SCH ind #1479

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 What is an ESOP? → · Plans in California →

Pacifica Graduate Institute Employees' Retirement Plan in the asset neighbourhood

First Fontanelle Employee Stock Ownership PlanFirst Fontanelle Employee St…$11MFbmc Benefits Management Employee Stock Ownership PlanFbmc Benefits Management Emp…$11MPacifica Graduate Institute Employees' Retirement PlanPacifica Graduate Institute …$11MOtto-Meyer, Inc. Employee Stock Ownership PlanOtto-Meyer, Inc. Employee St…$11MBulldog Sales Company, Inc. Employee Stock Ownership PlanBulldog Sales Company, Inc. …$11M
End-of-year total assets ($M) among Pacifica Graduate Institute Employees' Retirement Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$567K
Employer EIN770119973
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacifica Graduate Institute)

Sponsor-wide plan assets over time

All Pacifica Graduate Institute plans reported in each filing year

Latest sponsor-wide plan assets
$29M 22.777119807459353% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.5M $28.9M ▲ +22.8%
Year Plans Participants Total Assets
2022 2 459 $24M
2023 2 423 $28M
2024 2 399 $29M

Nearby ESOP Plans in California

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

Pacifica Graduate Institute Employees' Retirement Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Pacifica Graduate Institute Employees' Retirement Plan, Total assets ($B): 0.010977392 · Participants: 117Pacifica Graduate Institute Employees' Retirement PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Pacifica Graduate Institute Employees' Retirement Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pacifica Graduate Institute Employees' Retirement Plan side-by-side with 3 peers →

Pacifica Graduate Institute Employees' Retirement Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is First Fontanelle Employee Stock Ownership Plan in IA ($11M); by covered participants it is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Pacifica Graduate Institute Employees' Retirement Plan assets move in 2024? ▼
Pacifica Graduate Institute Employees' Retirement Plan pulled back noticeably - down 7.4% during 2024, from $12M to $11M. Reported net income was -$567K.
How have Pacifica Graduate Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacifica Graduate Institute's sponsor-wide assets grew 22.8%, from $24M to $29M.
Which ESOP plans are similar in size to Pacifica Graduate Institute Employees' Retirement Plan? ▼
Among ESOP plans in other states, the closest by assets is First Fontanelle Employee Stock Ownership Plan in IA ($11M, 45 participants).
Which ESOP plans cover a similar participant headcount to Pacifica Graduate Institute Employees' Retirement Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA (117 participants, $13M 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 770119973.

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.