401(k) · DOL Form 5500 · 2022

Bay Area Legal Aid 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
122
Participants Small participant base
71st
Percentile by assets National rank
$110,664
Avg per participant Below avg balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid · Sponsored by Bay Area Legal Aid · California · Professional & Technical Services

$14M in assets, 122 participants

Bay Area Legal Aid's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid reported $14M in total assets and 122 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.

  • #15,109 in Professional & Technical Services (21,562 peers)

Coverage in California

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $14M.

#15,109
in Professional & Technical Services (21,562 peers)
-15.3%
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 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid's outsized position by total assets

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid vs every filed plan by assets

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

$13,501,061 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 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid 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 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid sits mid-pack in the medium band (122 participants).

Form 5500 schedule snapshot

Filing strip 941631316 · Bay Area Legal Aid PY 2022 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid · $14M · 122 · 71st

  • VS-ST $14M
  • VS-ST 122
  • VS-ST 71st
  • VS-ST 401(k)
  • VS-ST near Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust
  • VS-ST ind #15109

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 California →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal AidSafe-Harbor 401(k) Profit Sh…$14MBurkhardt Distributing Company, Inc. Profit Sharing Plan and TrustBurkhardt Distributing Compa…$14MChyronhego Corporation 401(k) PlanChyronhego Corporation 401(k…$14MPro Flex Physical Therapy 401(k) PlanPro Flex Physical Therapy 40…$14MReilly Construction Employees Salary Savings Plan and TrustReilly Construction Employee…$14M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN941631316
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Area Legal Aid)

Sponsor-wide plan assets over time

All Bay Area Legal Aid plans reported in each filing year

Latest sponsor-wide plan assets
$19M 44.32269434231873% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.5M $19.5M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 122 $14M
2023 1 131 $17M
2024 1 151 $19M

Nearby 401(k) Plans in California

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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid, Total assets ($B): 0.013501061 · Participants: 122Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal AidWells 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid vs. nearby 401(k) plans in California, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust in FL ($14M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid assets move in 2022? ▼
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid declined sharply - down 15.3% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Bay Area Legal Aid plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Area Legal Aid's sponsor-wide assets grew 44.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid? ▼
Among 401(k) plans in other states, the closest by assets is Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust in FL ($14M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M 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 941631316.

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.