Other · DOL Form 5500 · 2024

Union of Pan Asian Communities Upac Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
256
Participants Below avg headcount
41st
Percentile by assets National rank
$18,341
Avg per participant Low balance/head
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Official DOL plan name: Upac 403b Plan · Sponsored by Union of Pan Asian Communities Upac · California · Healthcare & Social Assistance

$5M in assets, 256 participants

Union of Pan Asian Communities Upac's Upac 403b Plan reported $5M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,368 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Upac 403b Plan covers 256 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $5M.

#7,368
in Healthcare & Social Assistance (16,916 peers)
+25.0%
assets growth YoY

Upac 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Upac 403b Plan vs every filed plan by assets

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

$4,695,332 41st percentile higher than 41% 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

Upac 403b 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. Upac 403b Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Upac 403b Plan reported net income rose from -$598K in the plan year 2022 filing to $940K in the plan year 2024 filing.
  • Upac 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2024 filing.
  • Upac 403b Plan reported participants rose from 220 in the plan year 2022 filing to 256 in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 237279074 · Union of Pan Asian Communities Upac PY 2024 · Other

Upac 403b Plan · $5M · 256 · 41st

  • BOY $5M
  • SCH 256
  • EBSA 41st
  • PART Other
  • TYPE near Hospice Brazos Valley, Inc. ERISA 403(b) Plan
  • NET ind #7368

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Upac 403b Plan in the asset neighbourhood

Upac 403b Plan$5MSpecial Education Services 403(b) Retirement PlanSpecial Education Services 4…$5MHospice Brazos Valley, Inc. ERISA 403(b) PlanHospice Brazos Valley, Inc. …$5MSchenectady Community Action Program, Inc. 403(b) DC PlanSchenectady Community Action…$5MAppletree Early Learning 403(b) PlanAppletree Early Learning 403…$5M
End-of-year total assets ($M) among Upac 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$940K
Employer EIN237279074
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union of Pan Asian Communities Upac)

Sponsor-wide plan assets over time

All Union of Pan Asian Communities Upac plans reported in each filing year

Latest sponsor-wide plan assets
$8M 187.8655070362659% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 20222024 $2.94M $8.45M ▲ +187.4%
Year Plans Participants Total Assets
2022 1 220 $3M
2024 2 480 $8M

Nearby Other Plans in California

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

Upac 403b Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Upac 403b Plan, Total assets ($B): 0.004695332 · Participants: 256Upac 403b 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
Upac 403b Plan vs. nearby Other plans in California, assets vs. participants
Compare Upac 403b Plan side-by-side with 3 peers →

Upac 403b Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX ($5M); by covered participants it is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA (256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Upac 403b Plan assets move in 2024? ▼
Upac 403b Plan grew sharply - up 25.0% during 2024, from $4M to $5M. Reported net income was $940K.
How have Union of Pan Asian Communities Upac plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Union of Pan Asian Communities Upac's sponsor-wide assets grew 187.9%, from $3M to $8M.
Which Other plans are similar in size to Upac 403b Plan? ▼
Among Other plans in other states, the closest by assets is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX ($5M, 88 participants).
Which Other plans cover a similar participant headcount to Upac 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA (256 participants, $26M 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 237279074.

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.