Other · DOL Form 5500 · 2024

University of the Pacific Retirement Plan

Data updated 2026-08-25

$839M
Total assets Above avg plan size
3,107
Participants Above avg headcount
98th
Percentile by assets National rank
$270,088
Avg per participant High balance/head
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Official DOL plan name: University of the Pacific Defined Contribution Plan · Sponsored by University of the Pacific · California · Educational Services

$839M in assets, 3,107 participants

University of the Pacific's University of the Pacific Defined Contribution Plan reported $839M in total assets and 3,107 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,544 in Educational Services (3,638 peers)

Coverage in California

University of the Pacific Defined Contribution Plan covers 3,107 participants in California, 4.9x the typical California plan (state average ~630 per filing). Assets: $839M.

#3,544
in Educational Services (3,638 peers)
+3.4%
assets growth YoY
8.4×
vs typical plan assets (national mean)

University of the Pacific Defined Contribution Plan's outsized position by total assets

University of the Pacific Defined Contribution Plan vs every filed plan by assets

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

$839,163,221 Top 2% higher than 98% 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

University of the Pacific Defined Contribution Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of the Pacific Defined Contribution Plan lands in the large band (3,107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of the Pacific Defined Contribution Plan reported net income fell from $95M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • University of the Pacific Defined Contribution Plan reported participants rose from 2,969 in the plan year 2023 filing to 3,107 in the plan year 2024 filing.
  • University of the Pacific Defined Contribution Plan end-of-year assets rose from $812M in the plan year 2023 filing to $839M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941156266 · University of the Pacific PY 2024 · Other

University of the Pacific Defined Contribution Plan · $839M · 3,107 · 98th

  • 5500 $839M
  • ASSETS 3,107
  • PCT 98th
  • EIN Other
  • RANK near The Rockefeller University Retirement Plan
  • PHOTO ind #3544

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 Educational Services retirement plans → · Plans in California →

University of the Pacific Defined Contribution Plan in the asset neighbourhood

William Marsh Rice University Supplemental 403(b) PlanWilliam Marsh Rice Universit…$848MNationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity PlanNationwide Children's Hospit…$841MThe Rockefeller University Retirement PlanThe Rockefeller University R…$839MUniversity of the Pacific Defined Contribution PlanUniversity of the Pacific De…$839MMercy Health Corporation Employees Retirement PlanMercy Health Corporation Emp…$828M
End-of-year total assets ($M) among University of the Pacific Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$812M
Net Assets (End of Year)$839M
Net Income$28M
Employer EIN941156266
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of the Pacific)

Sponsor-wide plan assets over time

All University of the Pacific plans reported in each filing year

Latest sponsor-wide plan assets
$839M 17.10339707855832% vs 2022
2024 filing year
$700M$750M$800M$850M$900M 202220232024 $717M $839M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 1,966 $717M
2023 1 2,969 $812M
2024 1 3,107 $839M

Nearby Other Plans in California

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

University of the Pacific Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 051015 Total assets ($B) Participants University of the Pacific Defined Contribution Plan, Total assets ($B): 0.839163221 · Participants: 3107University of the Pacific Defined Contribution 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
University of the Pacific Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
Compare University of the Pacific Defined Contribution Plan side-by-side with 3 peers →

University of the Pacific Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Rockefeller University Retirement Plan in NY ($839M); by covered participants it is Southwest Research Institute Retirement Plan in TX (3,107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,107 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 University of the Pacific Defined Contribution Plan assets move in 2024? ▼
University of the Pacific Defined Contribution Plan edged up modestly - up 3.4% during 2024, from $812M to $839M. Reported net income was $28M.
How have University of the Pacific plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of the Pacific's sponsor-wide assets grew 17.1%, from $717M to $839M.
Where does University of the Pacific Defined Contribution Plan rank by assets among Form 5500 filers? ▼
University of the Pacific Defined Contribution Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of the Pacific Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is The Rockefeller University Retirement Plan in NY ($839M, 1,353 participants).
Which Other plans cover a similar participant headcount to University of the Pacific Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Southwest Research Institute Retirement Plan in TX (3,107 participants, $1.7B 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 941156266.

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.