How big is Pacific Retirement Plans, Inc.'s plan?

Pacific Retirement Plans, Inc.'s plan reported $4.3M in assets and 2 participants for 2025.

Original filing (PDF)20260331121349NAL0000080195001

Pacific Retirement Plans, Inc.

Name: Pacific Retirement Plans, Inc. — Pacific Retirement, Form 5500 (2025)
Creator: Pacific Retirement Plans, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Retirement Plans, Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · Pacific Retirement Plans, Inc.'s Pacific Retirement Plans, Inc. Profit Sharing 401(k) Plan held $4.3M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Detlef Braun signed Pacific Retirement Plans, Inc.'s 2025 Form 5500 as plan administrator.

Detlef Braun — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Retirement Plans, Inc.'s EIN is 94-1634959.

EIN 94-1634959

Plan number 005

Plan year 2025

ACK ID 20260331121349NAL0000080195001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pacific Retirement Plans, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pacific Retirement Plans, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC RETIREMENT PLANS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PACIFIC RETIREMENT PLANS, INC.

EIN

all filings

Address

216 N SAN MATEO DR · SAN MATEO, CA · 94401

Phone

(650) 696-9600

Industry

Admin Support & Waste Mgmt

Plan administrator