401(k) · DOL Form 5500 · 2024
Pacific Legal Foundation 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $160,587
- Avg per participant Above avg balance/head
Official DOL plan name: Pacific Legal Foundation 403(b) Plan · Sponsored by Pacific Legal Foundation · California · Professional & Technical Services
$18M in assets, 111 participants
Pacific Legal Foundation's Pacific Legal Foundation 403(b) Plan reported $18M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #13,558 in Professional & Technical Services (20,173 peers)
Coverage in California
Pacific Legal Foundation 403(b) Plan covers 111 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $18M.
- #13,558
- in Professional & Technical Services (20,173 peers)
- +27.3%
- assets growth YoY
Pacific Legal Foundation 403(b) Plan's outsized position by total assets
Pacific Legal Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,825,127 Top 32% higher than 68% 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 Legal Foundation 403(b) 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 Legal Foundation 403(b) Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacific Legal Foundation 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Pacific Legal Foundation 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Pacific Legal Foundation 403(b) Plan reported participants rose from 104 in the plan year 2023 filing to 111 in the plan year 2024 filing.
DOL schedule card
Filing strip 942197343 · Pacific Legal Foundation PY 2024 · 401(k)
Pacific Legal Foundation 403(b) Plan · $18M · 111 · 68th
- PART $18M
- PART 111
- PART 68th
- PART 401(k)
- PART near Salpointe Catholic High School Cash or Deferred Profit Sharing
- PART ind #13558
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 →
Pacific Legal Foundation 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 942197343 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Legal Foundation)
Sponsor-wide plan assets over time
All Pacific Legal Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 27.339326418696437% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 104 | $14M |
| 2024 | 1 | 111 | $18M |
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 Legal Foundation 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Salpointe Catholic High School Cash or Deferred Profit Sharing in AZ ($18M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 111 · 0 off
- Freedom Homecare Inc 401(k) Profit Sharing Plan & Trust (IL) 111 · 0 off
- Boettcher-Hlavinka 401(k) Plan (TX) 111 · 0 off
- Architectural Glass & Metal 401(k) Plan (IN) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.