Pacific Clinics 401(k) match, vesting and fees
What Pacific Clinics' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Nichols, Rick and Company, Cpa'S (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Pacific Clinics: employer contribution per participant | $1,669 | |
| Peer median | $1,431 |
| Pacific Clinics: average balance | $43,506 | |
| Peer median | $42,646 |
| Pacific Clinics: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.1M at the end of plan year 2021 to $127M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,031 | $127M | $4.9M | $1,669 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 2,989 | $106M | $4.9M | $1,672 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 997 | $11.7M | $0 | $0 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 140 | $2.1M | $281K | $2,036 | 0.20% | Not published | Form 5500 ↗ |
Other Pacific Clinics plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Uplift Family Services 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Nichols, Rick, and Company Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
403(b) Thrift Plan of Pacific Clinics
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Uplift Family Services 403(b) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Pacific Clinics match 401(k) contributions?
The match terms for the 401(k) Profit Sharing Plan of Pacific Clinics have not been published from its filing yet. The plan year 2024 filing reports $4.9M in employer contributions, about $1,669 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pacific Clinics 401(k) match vested?
The vesting schedule for the 401(k) Profit Sharing Plan of Pacific Clinics is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pacific Clinics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Pacific Clinics.
I left Pacific Clinics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pacific Clinics, (626) 254-5000) or the recordkeeper, Empower Annuity Insurance Company. The Pacific Clinics old 401(k) page lists the contacts from every plan filing. Find an old Pacific Clinics 401(k)
Data from the public Form 5500 annual reports Pacific Clinics filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pacific Clinics. Not financial advice. Report a correction · Methodology