Pacific Retirement Plans Inc.
Plan context: Pacific Retirement Plans Inc. Profit Sharing 401K Plan
EIN 94-1634959 • San Mateo, CA • 43 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$4,338,197
2025 Contributions
$163,101
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $4,338,197 | $163,101 | $23,300iApproximate average salary by contribution assumption: employee only about $582,504 at 4% or $388,336 at 6%; with 50% employer match about $388,336 at 4% or $258,890 at 6%; with 100% employer match about $291,252 at 4% or $194,168 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 7 | $4,338,197 | $163,101 | $23,300iApproximate average salary by contribution assumption: employee only about $582,504 at 4% or $388,336 at 6%; with 50% employer match about $388,336 at 4% or $258,890 at 6%; with 100% employer match about $291,252 at 4% or $194,168 at 6%. |
| 2024 | 1 | 8 | $3,884,445 | $123,493 | $15,437iApproximate average salary by contribution assumption: employee only about $385,916 at 4% or $257,277 at 6%; with 50% employer match about $257,277 at 4% or $171,518 at 6%; with 100% employer match about $192,958 at 4% or $128,639 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 8 | $3,884,445 | $123,493 | $15,437iApproximate average salary by contribution assumption: employee only about $385,916 at 4% or $257,277 at 6%; with 50% employer match about $257,277 at 4% or $171,518 at 6%; with 100% employer match about $192,958 at 4% or $128,639 at 6%. |
| 2023 | 1 | 9 | $3,438,363 | $136,383 | $15,154iApproximate average salary by contribution assumption: employee only about $378,842 at 4% or $252,561 at 6%; with 50% employer match about $252,561 at 4% or $168,374 at 6%; with 100% employer match about $189,421 at 4% or $126,281 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $3,438,363 | $136,383 | $15,154iApproximate average salary by contribution assumption: employee only about $378,842 at 4% or $252,561 at 6%; with 50% employer match about $252,561 at 4% or $168,374 at 6%; with 100% employer match about $189,421 at 4% or $126,281 at 6%. |
| 2022 | 1 | 9 | $2,955,193 | $162,100 | $18,011iApproximate average salary by contribution assumption: employee only about $450,278 at 4% or $300,185 at 6%; with 50% employer match about $300,185 at 4% or $200,123 at 6%; with 100% employer match about $225,139 at 4% or $150,093 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $2,955,193 | $162,100 | $18,011iApproximate average salary by contribution assumption: employee only about $450,278 at 4% or $300,185 at 6%; with 50% employer match about $300,185 at 4% or $200,123 at 6%; with 100% employer match about $225,139 at 4% or $150,093 at 6%. |
| 2021 | 1 | 9 | $3,326,083 | $126,580 | $14,064iApproximate average salary by contribution assumption: employee only about $351,611 at 4% or $234,407 at 6%; with 50% employer match about $234,407 at 4% or $156,272 at 6%; with 100% employer match about $175,806 at 4% or $117,204 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $3,326,083 | $126,580 | $14,064iApproximate average salary by contribution assumption: employee only about $351,611 at 4% or $234,407 at 6%; with 50% employer match about $234,407 at 4% or $156,272 at 6%; with 100% employer match about $175,806 at 4% or $117,204 at 6%. |
| 2020 | 1 | 9 | $2,952,884 | $110,787 | $12,310iApproximate average salary by contribution assumption: employee only about $307,742 at 4% or $205,161 at 6%; with 50% employer match about $205,161 at 4% or $136,774 at 6%; with 100% employer match about $153,871 at 4% or $102,581 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $2,952,884 | $110,787 | $12,310iApproximate average salary by contribution assumption: employee only about $307,742 at 4% or $205,161 at 6%; with 50% employer match about $205,161 at 4% or $136,774 at 6%; with 100% employer match about $153,871 at 4% or $102,581 at 6%. |
| 2019 | 1 | 9 | $2,661,812 | $104,491 | $11,610iApproximate average salary by contribution assumption: employee only about $290,253 at 4% or $193,502 at 6%; with 50% employer match about $193,502 at 4% or $129,001 at 6%; with 100% employer match about $145,126 at 4% or $96,751 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $2,661,812 | $104,491 | $11,610iApproximate average salary by contribution assumption: employee only about $290,253 at 4% or $193,502 at 6%; with 50% employer match about $193,502 at 4% or $129,001 at 6%; with 100% employer match about $145,126 at 4% or $96,751 at 6%. |
| 2018 | 1 | 9 | $2,785,613 | $113,673 | $12,630iApproximate average salary by contribution assumption: employee only about $315,758 at 4% or $210,506 at 6%; with 50% employer match about $210,506 at 4% or $140,337 at 6%; with 100% employer match about $157,879 at 4% or $105,253 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $2,785,613 | $113,673 | $12,630iApproximate average salary by contribution assumption: employee only about $315,758 at 4% or $210,506 at 6%; with 50% employer match about $210,506 at 4% or $140,337 at 6%; with 100% employer match about $157,879 at 4% or $105,253 at 6%. |
| 2017 | 1 | 10 | $2,920,082 | $130,650 | $13,065iApproximate average salary by contribution assumption: employee only about $326,625 at 4% or $217,750 at 6%; with 50% employer match about $217,750 at 4% or $145,167 at 6%; with 100% employer match about $163,313 at 4% or $108,875 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 10 | $2,920,082 | $130,650 | $13,065iApproximate average salary by contribution assumption: employee only about $326,625 at 4% or $217,750 at 6%; with 50% employer match about $217,750 at 4% or $145,167 at 6%; with 100% employer match about $163,313 at 4% or $108,875 at 6%. |
| 2016 | 1 | 10 | $2,574,802 | $153,812 | $15,381iApproximate average salary by contribution assumption: employee only about $384,530 at 4% or $256,353 at 6%; with 50% employer match about $256,353 at 4% or $170,902 at 6%; with 100% employer match about $192,265 at 4% or $128,177 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 10 | $2,574,802 | $153,812 | $15,381iApproximate average salary by contribution assumption: employee only about $384,530 at 4% or $256,353 at 6%; with 50% employer match about $256,353 at 4% or $170,902 at 6%; with 100% employer match about $192,265 at 4% or $128,177 at 6%. |
| 2015 | 1 | 9 | $2,337,539 | $103,200 | $11,467iApproximate average salary by contribution assumption: employee only about $286,667 at 4% or $191,111 at 6%; with 50% employer match about $191,111 at 4% or $127,407 at 6%; with 100% employer match about $143,333 at 4% or $95,556 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $2,337,539 | $103,200 | $11,467iApproximate average salary by contribution assumption: employee only about $286,667 at 4% or $191,111 at 6%; with 50% employer match about $191,111 at 4% or $127,407 at 6%; with 100% employer match about $143,333 at 4% or $95,556 at 6%. |
| 2014 | 1 | 9 | $2,265,040 | $95,647 | $10,627iApproximate average salary by contribution assumption: employee only about $265,686 at 4% or $177,124 at 6%; with 50% employer match about $177,124 at 4% or $118,083 at 6%; with 100% employer match about $132,843 at 4% or $88,562 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $2,265,040 | $95,647 | $10,627iApproximate average salary by contribution assumption: employee only about $265,686 at 4% or $177,124 at 6%; with 50% employer match about $177,124 at 4% or $118,083 at 6%; with 100% employer match about $132,843 at 4% or $88,562 at 6%. |
| 2013 | 1 | 9 | $2,089,216 | $91,986 | $10,221iApproximate average salary by contribution assumption: employee only about $255,517 at 4% or $170,344 at 6%; with 50% employer match about $170,344 at 4% or $113,563 at 6%; with 100% employer match about $127,758 at 4% or $85,172 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $2,089,216 | $91,986 | $10,221iApproximate average salary by contribution assumption: employee only about $255,517 at 4% or $170,344 at 6%; with 50% employer match about $170,344 at 4% or $113,563 at 6%; with 100% employer match about $127,758 at 4% or $85,172 at 6%. |
| 2012 | 1 | 10 | $1,862,165 | $90,950 | $9,095iApproximate average salary by contribution assumption: employee only about $227,375 at 4% or $151,583 at 6%; with 50% employer match about $151,583 at 4% or $101,056 at 6%; with 100% employer match about $113,688 at 4% or $75,792 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 10 | $1,862,165 | $90,950 | $9,095iApproximate average salary by contribution assumption: employee only about $227,375 at 4% or $151,583 at 6%; with 50% employer match about $151,583 at 4% or $101,056 at 6%; with 100% employer match about $113,688 at 4% or $75,792 at 6%. |
| 2011 | 1 | 10 | $1,689,147 | $91,713 | $9,171iApproximate average salary by contribution assumption: employee only about $229,282 at 4% or $152,855 at 6%; with 50% employer match about $152,855 at 4% or $101,903 at 6%; with 100% employer match about $114,641 at 4% or $76,428 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 10 | $1,689,147 | $91,713 | $9,171iApproximate average salary by contribution assumption: employee only about $229,282 at 4% or $152,855 at 6%; with 50% employer match about $152,855 at 4% or $101,903 at 6%; with 100% employer match about $114,641 at 4% or $76,428 at 6%. |
| 2010 | 1 | 10 | $1,601,134 | $115,121 | $11,512iApproximate average salary by contribution assumption: employee only about $287,803 at 4% or $191,868 at 6%; with 50% employer match about $191,868 at 4% or $127,912 at 6%; with 100% employer match about $143,901 at 4% or $95,934 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 10 | $1,601,134 | $115,121 | $11,512iApproximate average salary by contribution assumption: employee only about $287,803 at 4% or $191,868 at 6%; with 50% employer match about $191,868 at 4% or $127,912 at 6%; with 100% employer match about $143,901 at 4% or $95,934 at 6%. |
| 2009 | 1 | 10 | $1,410,298 | $115,761 | $11,576iApproximate average salary by contribution assumption: employee only about $289,403 at 4% or $192,935 at 6%; with 50% employer match about $192,935 at 4% or $128,623 at 6%; with 100% employer match about $144,701 at 4% or $96,468 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 10 | $1,410,298 | $115,761 | $11,576iApproximate average salary by contribution assumption: employee only about $289,403 at 4% or $192,935 at 6%; with 50% employer match about $192,935 at 4% or $128,623 at 6%; with 100% employer match about $144,701 at 4% or $96,468 at 6%. |
| 2008 | 1 | 8 | $1,211,103 | $121,925 | $15,241iApproximate average salary by contribution assumption: employee only about $381,016 at 4% or $254,010 at 6%; with 50% employer match about $254,010 at 4% or $169,340 at 6%; with 100% employer match about $190,508 at 4% or $127,005 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 8 | $1,211,103 | $121,925 | $15,241iApproximate average salary by contribution assumption: employee only about $381,016 at 4% or $254,010 at 6%; with 50% employer match about $254,010 at 4% or $169,340 at 6%; with 100% employer match about $190,508 at 4% or $127,005 at 6%. |
| 2007 | 2 | 8 | $0 | $0 | - |
| Pacific Retirement Plans Inc. Esop Stock Bonus | - | 0 | - | - | - |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 8 | - | - | - |
| 2006 | 2 | 10 | $1,638,665 | $109,690 | $10,969iApproximate average salary by contribution assumption: employee only about $274,225 at 4% or $182,817 at 6%; with 50% employer match about $182,817 at 4% or $121,878 at 6%; with 100% employer match about $137,113 at 4% or $91,408 at 6%. |
| Pacific Retirement Plans Inc. Esop Stock Bonus | - | 10 | $1,404,941 | $65,340 | $6,534iApproximate average salary by contribution assumption: employee only about $163,350 at 4% or $108,900 at 6%; with 50% employer match about $108,900 at 4% or $72,600 at 6%; with 100% employer match about $81,675 at 4% or $54,450 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 10 | $233,724 | $44,350 | $4,435iApproximate average salary by contribution assumption: employee only about $110,875 at 4% or $73,917 at 6%; with 50% employer match about $73,917 at 4% or $49,278 at 6%; with 100% employer match about $55,438 at 4% or $36,958 at 6%. |
| 2005 | 3 | 10 | $1,420,965 | $101,869 | $10,187iApproximate average salary by contribution assumption: employee only about $254,673 at 4% or $169,782 at 6%; with 50% employer match about $169,782 at 4% or $113,188 at 6%; with 100% employer match about $127,336 at 4% or $84,891 at 6%. |
| Pacific Retirement Plans Inc. Esop Stock Bonus | - | 9 | $1,259,024 | $70,000 | $7,778iApproximate average salary by contribution assumption: employee only about $194,444 at 4% or $129,630 at 6%; with 50% employer match about $129,630 at 4% or $86,420 at 6%; with 100% employer match about $97,222 at 4% or $64,815 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 10 | $161,941 | $31,869 | $3,187iApproximate average salary by contribution assumption: employee only about $79,673 at 4% or $53,115 at 6%; with 50% employer match about $53,115 at 4% or $35,410 at 6%; with 100% employer match about $39,836 at 4% or $26,558 at 6%. |
| Pacific Retirement Plans Inc. Esop Money Purchase Pension | - | 0 | - | - | - |
| 2004 | 3 | 9 | $1,284,879 | $65,033 | $7,226iApproximate average salary by contribution assumption: employee only about $180,647 at 4% or $120,431 at 6%; with 50% employer match about $120,431 at 4% or $80,288 at 6%; with 100% employer match about $90,324 at 4% or $60,216 at 6%. |
| Pacific Retirement Plans Inc. Esop Stock Bonus | - | 9 | $613,472 | - | - |
| Pacific Retirement Plans Inc. Esop Money Purchase Pension | - | 9 | $547,669 | $56,433 | $6,270iApproximate average salary by contribution assumption: employee only about $156,758 at 4% or $104,506 at 6%; with 50% employer match about $104,506 at 4% or $69,670 at 6%; with 100% employer match about $78,379 at 4% or $52,253 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $123,738 | $8,600 | $956iApproximate average salary by contribution assumption: employee only about $23,889 at 4% or $15,926 at 6%; with 50% employer match about $15,926 at 4% or $10,617 at 6%; with 100% employer match about $11,944 at 4% or $7,963 at 6%. |
| 2003 | 3 | 12 | $1,174,127 | $193,549 | $16,129iApproximate average salary by contribution assumption: employee only about $403,227 at 4% or $268,818 at 6%; with 50% employer match about $268,818 at 4% or $179,212 at 6%; with 100% employer match about $201,614 at 4% or $134,409 at 6%. |
| Pacific Retirement Plans Inc. Esop Stock Bonus | - | 12 | $593,895 | $101,302 | $8,442iApproximate average salary by contribution assumption: employee only about $211,046 at 4% or $140,697 at 6%; with 50% employer match about $140,697 at 4% or $93,798 at 6%; with 100% employer match about $105,523 at 4% or $70,349 at 6%. |
| Pacific Retirement Plans Inc. Esop Money Purchase Pension | - | 12 | $476,095 | $88,697 | $7,391iApproximate average salary by contribution assumption: employee only about $184,785 at 4% or $123,190 at 6%; with 50% employer match about $123,190 at 4% or $82,127 at 6%; with 100% employer match about $92,393 at 4% or $61,595 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 12 | $104,137 | $3,550 | $296iApproximate average salary by contribution assumption: employee only about $7,396 at 4% or $4,931 at 6%; with 50% employer match about $4,931 at 4% or $3,287 at 6%; with 100% employer match about $3,698 at 4% or $2,465 at 6%. |
| 2002 | 3 | 12 | $879,422 | $182,000 | $15,167iApproximate average salary by contribution assumption: employee only about $379,167 at 4% or $252,778 at 6%; with 50% employer match about $252,778 at 4% or $168,519 at 6%; with 100% employer match about $189,583 at 4% or $126,389 at 6%. |
| Pacific Retirement Plans Inc. Esop Stock Bonus | - | 12 | $451,249 | $99,421 | $8,285iApproximate average salary by contribution assumption: employee only about $207,127 at 4% or $138,085 at 6%; with 50% employer match about $138,085 at 4% or $92,056 at 6%; with 100% employer match about $103,564 at 4% or $69,042 at 6%. |
| Pacific Retirement Plans Inc. Esop Money Purchase Pension | - | 12 | $355,333 | $80,579 | $6,715iApproximate average salary by contribution assumption: employee only about $167,873 at 4% or $111,915 at 6%; with 50% employer match about $111,915 at 4% or $74,610 at 6%; with 100% employer match about $83,936 at 4% or $55,958 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 11 | $72,840 | $2,000 | $182iApproximate average salary by contribution assumption: employee only about $4,545 at 4% or $3,030 at 6%; with 50% employer match about $3,030 at 4% or $2,020 at 6%; with 100% employer match about $2,273 at 4% or $1,515 at 6%. |
| 2001 | 3 | 9 | $302,798 | $60,611 | $6,735iApproximate average salary by contribution assumption: employee only about $168,364 at 4% or $112,243 at 6%; with 50% employer match about $112,243 at 4% or $74,828 at 6%; with 100% employer match about $84,182 at 4% or $56,121 at 6%. |
| Pacific Retirement Plans Inc. Esop Money Purchase Pension | - | 0 | $302,798 | $60,611 | - |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 8 | - | - | - |
| Pacific Retirement Plans Inc. Esop Stock Bonus | - | 9 | - | - | - |
| 2000 | 3 | 11 | $319,911 | $92,330 | $8,394iApproximate average salary by contribution assumption: employee only about $209,841 at 4% or $139,894 at 6%; with 50% employer match about $139,894 at 4% or $93,263 at 6%; with 100% employer match about $104,920 at 4% or $69,947 at 6%. |
| Pacific Retirement Plans Inc. Esop Stock Bonus | - | 10 | $319,911 | $92,330 | $9,233iApproximate average salary by contribution assumption: employee only about $230,825 at 4% or $153,883 at 6%; with 50% employer match about $153,883 at 4% or $102,589 at 6%; with 100% employer match about $115,413 at 4% or $76,942 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 11 | - | - | - |
| Pacific Retirement Plans Inc. Esop Money Purchase Pension | - | 10 | - | - | - |
| 1999 | 3 | 10 | $558,595 | $146,103 | $14,610iApproximate average salary by contribution assumption: employee only about $365,258 at 4% or $243,505 at 6%; with 50% employer match about $243,505 at 4% or $162,337 at 6%; with 100% employer match about $182,629 at 4% or $121,753 at 6%. |
| Pacific Retirement Plans Inc. Esop Stock Bonus | - | 10 | $237,731 | $86,470 | $8,647iApproximate average salary by contribution assumption: employee only about $216,175 at 4% or $144,117 at 6%; with 50% employer match about $144,117 at 4% or $96,078 at 6%; with 100% employer match about $108,088 at 4% or $72,058 at 6%. |
| Pacific Retirement Plans Inc. Esop Money Purchase Pension | - | 10 | $201,548 | $59,633 | $5,963iApproximate average salary by contribution assumption: employee only about $149,083 at 4% or $99,388 at 6%; with 50% employer match about $99,388 at 4% or $66,259 at 6%; with 100% employer match about $74,541 at 4% or $49,694 at 6%. |
| Pacific Retirement Plans Inc. Profit Sharing 401K Plan | - | 9 | $119,316 | - | - |