Pacific Realty Associates retirement plan: assets, participants and fees
What Pacific Realty Associates' retirement plan 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 | U.S. Bank Trust Company | Schedule C ↗ |
| Independent auditor | Delap, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Pacific Realty Associates: employer contribution per participant | $11,367 | |
| Peer median | $1,680 |
| Pacific Realty Associates: average balance | $350,300 | |
| Peer median | $52,722 |
| Pacific Realty Associates: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.39% |
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 $54.8M at the end of plan year 2021 to $50.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 144 | $50.4M | $1.6M | $11,367 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 143 | $49.5M | $1.6M | $11,216 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 144 | $42.9M | $1.5M | $10,489 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 149 | $54.8M | $1.5M | $9,891 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Pacific Realty Associates match 401(k) contributions?
The match terms for the Pacific Realty Associates, L.P. Retirement Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $11,367 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pacific Realty Associates 401(k) match vested?
The vesting schedule for the Pacific Realty Associates, L.P. Retirement Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pacific Realty Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is U.S. Bank Trust Company. The plan administrator is Pacific Realty Associates, L.P..
I left Pacific Realty Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pacific Realty Associates, L.P., (503) 624-6300) or the recordkeeper, U.S. Bank Trust Company. The Pacific Realty Associates old 401(k) page lists the contacts from every plan filing. Find an old Pacific Realty Associates 401(k)
Data from the public Form 5500 annual reports Pacific Realty Associates 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 Realty Associates. Not financial advice. Report a correction · Methodology