Pacific Life Insurance 401(k) and pension plans

Pacific Life Insurance Company, Newport Beach, CA. EIN 95-1079000. Annual reports 2009–2025. Also filed as Pacific Life Insurance Co.

Pacific Life Insurance Company has one active retirement plan on file, the Pacific Life Insurance Company Retirement Incentive Savings Plan, with 5,313 participants and $2.0 billion in assets in 2025. Principal has been its recordkeeper since 2012.

Active plans: 1
Participants: 5,313
Plan assets: $2.0 billion
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Pacific Life Insurance Company Retirement Incentive Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 007Employer EIN 95-1079000
Participants (2025): 5,313
Net assets (2025): $2.0 billion
Recordkeeper: PrincipalEarlier: Voya (2009–2011)
Plan administrator: Pacific Life Benefit Plans Committee
700 Newport Center Drive
Newport Beach, CA 92660
(949) 219-3557As filed for 2025
In effect since: April 1, 1975

Plans merged into this one: Pacific Life Insurance Co. Employees' Retirement Plan (2010).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,313	$2.0 billion	Principal
2024	5,053	$1.8 billion	Principal
2023	4,943	$1.6 billion	Principal
2022	4,794	$1.4 billion	Principal
2021	4,691	$1.6 billion	Principal
2020	4,746	$1.5 billion	Principal
2019	4,568	$1.3 billion	Principal
2018	4,550	$1.1 billion	Principal
2017	4,450	$1.2 billion	Principal
2016	4,251	$1.0 billion	Principal
2015	4,114	$956 million	Principal
2014	4,000	$941 million	Principal
2013	3,903	$874 million	Principal
2012	3,814	$751 million	Principal
2011	3,834	$675 million	Voya
2010	3,779	$669 million	Voya
2009	3,901	$590 million	Voya

Pacific Life Insurance Co. Employees' Retirement Plan

Cash balance pensionMerged

Merged. In 2010 its assets moved to the Pacific Life Retirement Incentive Savings Plan, sponsored by Pacific Life Insurance Company (EIN 95-1079000, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 95-1079000
Plan administrator: Valerie Morris VP of HR Programs & Services
700 Newport Center Drive
Newport Beach, CA 92660
(949) 219-3056As filed for 2010
In effect since: October 1, 1944

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	0	$26.3 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Pacific Life Insurance Company Retirement Incentive Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((949) 219-3557). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Pacific Life Insurance Company Retirement Incentive Savings Plan

Pacific Life Insurance Co. Employees' Retirement Plan

If you had money in one of these plans

What these numbers are

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