Department of Labor filing

PACIFIC OFFICE AUTOMATION, INC.

PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 31, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

63filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$3,082

Reported employer contributions per active participant.

Higher than about 84% of comparable plans

#People in the filing

1,160

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$185 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 11% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202463out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions84th percentileTypical peer $1,502 · based on 58 comparable plans

Lower reported administrative expense11th percentileTypical peer $78 · based on 61 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PACIFIC OFFICE AUTOMATION, INC. reported $3,574,787 in employer contributions across the plan and 1,160 active participants. That works out to $3,082 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 16.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 22.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context63/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $3,574,787
Participant contributions: $5,686,653
Other contributions: $58,047
Employer share of reported contributions: 38.6%
Beginning assets: $133,602,033
Ending assets: $157,398,543
Ending net assets: $157,398,543
Ending liabilities: $0
Total income: $33,054,840
Total expenses: $9,258,330
Administrative expenses: $293,366
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,674

2023

$3,132

2024

$3,082

Plan-paid administrative expenses per participant

2022

$240

2023

$165

2024

$185

Active participants

2022

868

2023

1,115

2024

1,160

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,082	1,160	157.4M	20250731113708NAL0010390786001
2023	$3,132	1,115	133.6M	20241010184626NAL0021629217001
2022	$3,674	868	99.8M	20231004190341NAL0013012611001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 930665413-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 1986
Industry: Industry group 454
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3D2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB BANK	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250731113708NAL0010390786001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗