Plan5500

Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan — Form 5500 plan (Lucile Packard Foundation For Children'S Health)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan is a benefit plan reported by Lucile Packard Foundation For Children'S Health under EIN 77-0440090 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $35,039,287 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35MPlan net assets, end of year$35,039,287
Participants188Covered participants reported
Assets / participant$186.4KComputed: assets ÷ participants$186,379 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Lucile Packard Foundation For Children'S Health
EIN
77-0440090
Plan number
001
Plan type
2
Location
Palo Alto, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    188 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35M total assets
Net assets$35MLiabilities$0
Money in vs. money out
Total income / additions$10.3M
Total expenses$3.1M
Benefits paid / distributions$3.1M
Contributions
Employer$1.6M
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$35,039,287
Total liabilities (EOY)
$0
Net assets (EOY)
$35,039,287
Net assets (BOY)
$27,795,246

Income & contributions

Employer contributions
$1,556,127
Participant contributions
$1,838,457
Total contributions
$4,286,376
Total income / additions
$10,319,160

Expenses & distributions

Benefits paid
$3,074,357
Administrative expenses
$762
Total expenses
$3,075,119
Net increase / (decrease)
$7,244,041
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 46%Participant 54%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional-$11
    RECORDKEEPER · Direct -$11 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan?
Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan is reported as sponsored by Lucile Packard Foundation For Children'S Health (EIN 77-0440090, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan?
The latest Form 5500 filing year loaded for Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan is 2023.
How many participants does Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan report?
Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan reports 188 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan?
Lucile Packard Foundation For Children'S Health Retirement & Savings 401k Plan reports $35,039,287 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages