Civic Intelligence

Pacific Pension & Inv Institute

Plan context: Pacific Pension & Investment Institute DC Retirement Plan

EIN 94-3264631 • San Francisco, CA • 26 filings • 9 plans

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95 Third Street, 2nd FloorSan Francisco, CA 94103
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$3,525,413

2024 Contributions

$292,419

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,525,413$1,762,707$0200520162024YearValue
$3,525,413Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370200320162024YearValue
13Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024113$3,525,413$292,419$22,494iApproximate average salary by contribution assumption: employee only about $562,344 at 4% or $374,896 at 6%; with 50% employer match about $374,896 at 4% or $249,931 at 6%; with 100% employer match about $281,172 at 4% or $187,448 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-13$3,525,413$292,419$22,494iApproximate average salary by contribution assumption: employee only about $562,344 at 4% or $374,896 at 6%; with 50% employer match about $374,896 at 4% or $249,931 at 6%; with 100% employer match about $281,172 at 4% or $187,448 at 6%.
2023112$2,917,444$262,331$21,861iApproximate average salary by contribution assumption: employee only about $546,523 at 4% or $364,349 at 6%; with 50% employer match about $364,349 at 4% or $242,899 at 6%; with 100% employer match about $273,261 at 4% or $182,174 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-12$2,917,444$262,331$21,861iApproximate average salary by contribution assumption: employee only about $546,523 at 4% or $364,349 at 6%; with 50% employer match about $364,349 at 4% or $242,899 at 6%; with 100% employer match about $273,261 at 4% or $182,174 at 6%.
2022112$2,319,316$262,724$21,894iApproximate average salary by contribution assumption: employee only about $547,342 at 4% or $364,894 at 6%; with 50% employer match about $364,894 at 4% or $243,263 at 6%; with 100% employer match about $273,671 at 4% or $182,447 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-12$2,319,316$262,724$21,894iApproximate average salary by contribution assumption: employee only about $547,342 at 4% or $364,894 at 6%; with 50% employer match about $364,894 at 4% or $243,263 at 6%; with 100% employer match about $273,671 at 4% or $182,447 at 6%.
2021112$2,435,119$217,792$18,149iApproximate average salary by contribution assumption: employee only about $453,733 at 4% or $302,489 at 6%; with 50% employer match about $302,489 at 4% or $201,659 at 6%; with 100% employer match about $226,867 at 4% or $151,244 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-12$2,435,119$217,792$18,149iApproximate average salary by contribution assumption: employee only about $453,733 at 4% or $302,489 at 6%; with 50% employer match about $302,489 at 4% or $201,659 at 6%; with 100% employer match about $226,867 at 4% or $151,244 at 6%.
2020112$1,999,861$213,571$17,798iApproximate average salary by contribution assumption: employee only about $444,940 at 4% or $296,626 at 6%; with 50% employer match about $296,626 at 4% or $197,751 at 6%; with 100% employer match about $222,470 at 4% or $148,313 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-12$1,999,861$213,571$17,798iApproximate average salary by contribution assumption: employee only about $444,940 at 4% or $296,626 at 6%; with 50% employer match about $296,626 at 4% or $197,751 at 6%; with 100% employer match about $222,470 at 4% or $148,313 at 6%.
2019112$1,570,315$187,200$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-12$1,570,315$187,200$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.
2018111$1,159,439$158,589$14,417iApproximate average salary by contribution assumption: employee only about $360,430 at 4% or $240,286 at 6%; with 50% employer match about $240,286 at 4% or $160,191 at 6%; with 100% employer match about $180,215 at 4% or $120,143 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-11$1,159,439$158,589$14,417iApproximate average salary by contribution assumption: employee only about $360,430 at 4% or $240,286 at 6%; with 50% employer match about $240,286 at 4% or $160,191 at 6%; with 100% employer match about $180,215 at 4% or $120,143 at 6%.
2017111$1,072,802$289,300$26,300iApproximate average salary by contribution assumption: employee only about $657,500 at 4% or $438,333 at 6%; with 50% employer match about $438,333 at 4% or $292,222 at 6%; with 100% employer match about $328,750 at 4% or $219,167 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-11$1,072,802$289,300$26,300iApproximate average salary by contribution assumption: employee only about $657,500 at 4% or $438,333 at 6%; with 50% employer match about $438,333 at 4% or $292,222 at 6%; with 100% employer match about $328,750 at 4% or $219,167 at 6%.
2016111$662,145$159,728$14,521iApproximate average salary by contribution assumption: employee only about $363,018 at 4% or $242,012 at 6%; with 50% employer match about $242,012 at 4% or $161,341 at 6%; with 100% employer match about $181,509 at 4% or $121,006 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-11$662,145$159,728$14,521iApproximate average salary by contribution assumption: employee only about $363,018 at 4% or $242,012 at 6%; with 50% employer match about $242,012 at 4% or $161,341 at 6%; with 100% employer match about $181,509 at 4% or $121,006 at 6%.
201519$478,027$240,316$26,702iApproximate average salary by contribution assumption: employee only about $667,544 at 4% or $445,030 at 6%; with 50% employer match about $445,030 at 4% or $296,686 at 6%; with 100% employer match about $333,772 at 4% or $222,515 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-9$478,027$240,316$26,702iApproximate average salary by contribution assumption: employee only about $667,544 at 4% or $445,030 at 6%; with 50% employer match about $445,030 at 4% or $296,686 at 6%; with 100% employer match about $333,772 at 4% or $222,515 at 6%.
201419$248,954$78,194$8,688iApproximate average salary by contribution assumption: employee only about $217,206 at 4% or $144,804 at 6%; with 50% employer match about $144,804 at 4% or $96,536 at 6%; with 100% employer match about $108,603 at 4% or $72,402 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-9$248,954$78,194$8,688iApproximate average salary by contribution assumption: employee only about $217,206 at 4% or $144,804 at 6%; with 50% employer match about $144,804 at 4% or $96,536 at 6%; with 100% employer match about $108,603 at 4% or $72,402 at 6%.
201319$505,277$87,674$9,742iApproximate average salary by contribution assumption: employee only about $243,539 at 4% or $162,359 at 6%; with 50% employer match about $162,359 at 4% or $108,240 at 6%; with 100% employer match about $121,769 at 4% or $81,180 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-9$505,277$87,674$9,742iApproximate average salary by contribution assumption: employee only about $243,539 at 4% or $162,359 at 6%; with 50% employer match about $162,359 at 4% or $108,240 at 6%; with 100% employer match about $121,769 at 4% or $81,180 at 6%.
2012110$383,918$75,175$7,518iApproximate average salary by contribution assumption: employee only about $187,938 at 4% or $125,292 at 6%; with 50% employer match about $125,292 at 4% or $83,528 at 6%; with 100% employer match about $93,969 at 4% or $62,646 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-10$383,918$75,175$7,518iApproximate average salary by contribution assumption: employee only about $187,938 at 4% or $125,292 at 6%; with 50% employer match about $125,292 at 4% or $83,528 at 6%; with 100% employer match about $93,969 at 4% or $62,646 at 6%.
201118$277,023$64,914$8,114iApproximate average salary by contribution assumption: employee only about $202,856 at 4% or $135,238 at 6%; with 50% employer match about $135,238 at 4% or $90,158 at 6%; with 100% employer match about $101,428 at 4% or $67,619 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-8$277,023$64,914$8,114iApproximate average salary by contribution assumption: employee only about $202,856 at 4% or $135,238 at 6%; with 50% employer match about $135,238 at 4% or $90,158 at 6%; with 100% employer match about $101,428 at 4% or $67,619 at 6%.
201027$214,818$72,215$10,316iApproximate average salary by contribution assumption: employee only about $257,911 at 4% or $171,940 at 6%; with 50% employer match about $171,940 at 4% or $114,627 at 6%; with 100% employer match about $128,955 at 4% or $85,970 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-7$214,818$72,215$10,316iApproximate average salary by contribution assumption: employee only about $257,911 at 4% or $171,940 at 6%; with 50% employer match about $171,940 at 4% or $114,627 at 6%; with 100% employer match about $128,955 at 4% or $85,970 at 6%.
PACIFIC PENSION INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN-----
200926$119,228$53,098$8,850iApproximate average salary by contribution assumption: employee only about $221,242 at 4% or $147,494 at 6%; with 50% employer match about $147,494 at 4% or $98,330 at 6%; with 100% employer match about $110,621 at 4% or $73,747 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-6$119,228$53,098$8,850iApproximate average salary by contribution assumption: employee only about $221,242 at 4% or $147,494 at 6%; with 50% employer match about $147,494 at 4% or $98,330 at 6%; with 100% employer match about $110,621 at 4% or $73,747 at 6%.
PACIFIC PENSION INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN-----
200810$0$0-
PACIFIC PENSION INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN-0---
200710$0$0-
PACIFIC PENSION INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN-0---
200610$0$0-
PACIFIC PENSION INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN-0---
200512$35,835$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Pacific Pension & Investment Institute DC Retirement Plan-2$35,835$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200410$0$0-
PACIFIC PENSION INSTITUTE DEFINED CONTRIBUTION PLAN-0---
200311$0$0-
PACIFIC PENSION INSTITUTE 403B PLAN-1---
200210$0$0-
PACIFIC PENSION INSTITUTE DETINED CONTMBUTIJN RETIREMENT PLAN-0---
200110$0$0-
PACIFIC PENSION INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN-0---