401(k) · DOL Form 5500 · 2022

Bay Area Legal Services, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
142
Participants Small participant base
71st
Percentile by assets National rank
$98,600
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. · Sponsored by Bay Area Legal Services, Inc. · Florida · Professional & Technical Services

$14M in assets, 142 participants

Bay Area Legal Services, Inc.'s Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. reported $14M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,261 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. covers 142 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $14M.

#15,261
in Professional & Technical Services (21,562 peers)
-14.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.'s outsized position by total assets

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. vs every filed plan by assets

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

$14,001,256 Top 29% higher than 71% 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

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. sits mid-pack in the medium band (142 participants).

Published 5500 schedule card

Filing strip 591171886 · Bay Area Legal Services, Inc. PY 2022 · 401(k)

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. · $14M · 142 · 71st

  • EIN $14M
  • RANK 142
  • PHOTO 71st
  • IND 401(k)
  • EOY near Thomas Scientific, LLC Retirement Savings Plan
  • 5500 ind #15261

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 Professional & Technical Services retirement plans → · Plans in Florida →

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. in the asset neighbourhood

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.Safe-Harbor 403(b) Thrift Pl…$14MThomas Scientific, LLC Retirement Savings PlanThomas Scientific, LLC Retir…$14MLux Enterprises, Inc. Employees' Retirement PlanLux Enterprises, Inc. Employ…$14MCrew Carwash 401(k) Plan$14MVitalsmarts 401(k) Plan$14M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN591171886
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Area Legal Services, Inc.)

Sponsor-wide plan assets over time

All Bay Area Legal Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.680067559653217% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $14M $17.6M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 142 $14M
2023 1 150 $15M
2024 1 158 $18M

Nearby 401(k) Plans in Florida

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

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc., Total assets ($B): 0.014001256 · Participants: 142Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Thomas Scientific, LLC Retirement Savings Plan in NJ ($14M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. assets move in 2022?
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. pulled back noticeably - down 14.6% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Bay Area Legal Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bay Area Legal Services, Inc.'s sponsor-wide assets grew 25.7%, from $14M to $18M.
Which 401(k) plans are similar in size to Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.?
Among 401(k) plans in other states, the closest by assets is Thomas Scientific, LLC Retirement Savings Plan in NJ ($14M, 370 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.?
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (142 participants, $159K in assets).