401(k) · DOL Form 5500 · 2022

Bay Equity, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,158
Participants Near avg headcount
86th
Percentile by assets National rank
$35,179
Avg per participant Low balance/head
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Official DOL plan name: Bay Equity 401(k) Plan · Sponsored by Bay Equity, LLC · California · Other Services

$41M in assets, 1,158 participants

Bay Equity, LLC's Bay Equity 401(k) Plan reported $41M in total assets and 1,158 participants in its 2022 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,849 in Other Services (8,398 peers)

Where Bay Equity 401(k) Plan sits by assets

Bay Equity 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 1,158 participants (~$35,179/participant), down 13.7% in 2022.

#7,849
in Other Services (8,398 peers)
-13.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bay Equity 401(k) Plan's outsized position by total assets

Bay Equity 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$40,736,914 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bay Equity 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Equity 401(k) Plan lands in the large band (1,158 participants).

Published 5500 schedule card

Filing strip 260360466 · Bay Equity, LLC PY 2022 · 401(k)

Bay Equity 401(k) Plan · $41M · 1,158 · 86th

  • VS-ST $41M
  • VS-ST 1,158
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Atlas Technical Consultants 401(k) Plan
  • VS-ST ind #7849

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in California →

Bay Equity 401(k) Plan in the asset neighbourhood

Imc Companies, LLC Retirement PlanImc Companies, LLC Retiremen…$41MHafele America Co. Retirement Savings and Profit Sharing PlanHafele America Co. Retiremen…$41MBay Equity 401(k) Plan$41MAtlas Technical Consultants 401(k) PlanAtlas Technical Consultants …$41MChai, Inc. 401(k) Plan$41M
End-of-year total assets ($M) among Bay Equity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$41M
Net Income-$6M
Employer EIN260360466
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Equity, LLC)

Sponsor-wide plan assets over time

All Bay Equity, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 27.96085388304082% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.7M $52.1M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 1,158 $41M
2023 1 942 $49M
2024 1 784 $52M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bay Equity 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bay Equity 401(k) Plan, Total assets ($B): 0.040736914 · Participants: 1158Bay Equity 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bay Equity 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bay Equity 401(k) Plan side-by-side with 3 peers →

Bay Equity 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Atlas Technical Consultants 401(k) Plan in TX ($41M); by covered participants it is Prologis 401(k) Savings Plan in CO (1,158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,158 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bay Equity 401(k) Plan assets move in 2022? ▼
Bay Equity 401(k) Plan pulled back noticeably - down 13.7% during 2022, from $47M to $41M. Reported net income was -$6M.
How have Bay Equity, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Equity, LLC's sponsor-wide assets grew 28.0%, from $41M to $52M.
Where does Bay Equity 401(k) Plan rank by assets among Form 5500 filers? ▼
Bay Equity 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bay Equity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlas Technical Consultants 401(k) Plan in TX ($41M, 853 participants).
Which 401(k) plans cover a similar participant headcount to Bay Equity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prologis 401(k) Savings Plan in CO (1,158 participants, $289M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260360466.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.