Profit Sharing · DOL Form 5500 · 2023
Bay Area Industry Promotion Fund Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $347,410
- Avg per participant High balance/head
Official DOL plan name: Bay Area Industry Promotion Fund Profit Sharing Plan and Trust · Sponsored by Bay Area Industry Promotion Fund · California · Other Services
$2M in assets, 5 participants
Bay Area Industry Promotion Fund's Bay Area Industry Promotion Fund Profit Sharing Plan and Trust reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,233 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Bay Area Industry Promotion Fund Profit Sharing Plan and Trust ranks #4,233 of 7,857 2023 filers by assets (1155% of the sector average)-$2M for 5 participants.
- #4,233
- in Other Services (7,857 peers)
- -12.3%
- assets change YoY
The plan reported a net loss of $244K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust among the smaller filed plans by assets
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,737,052 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Area Industry Promotion Fund Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bay Area Industry Promotion Fund Profit Sharing Plan and Trust reported net income fell from -$133K in the plan year 2022 filing to -$244K in the plan year 2023 filing.
- Bay Area Industry Promotion Fund Profit Sharing Plan and Trust reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Bay Area Industry Promotion Fund Profit Sharing Plan and Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 931171607 · Bay Area Industry Promotion Fund PY 2023 · Profit Sharing
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust · $2M · 5 · 29th
- PART $2M
- PART 5
- PART 29th
- PART Profit Sharing
- PART near Wendell Sawyer Furniture Co., Inc. Profit Sharing Plan
- PART ind #4233
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 Area Industry Promotion Fund Profit Sharing Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$244K |
| Employer EIN | 931171607 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bay Area Industry Promotion Fund)
Sponsor-wide plan assets over time
All Bay Area Industry Promotion Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.704303091198766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Wendell Sawyer Furniture Co., Inc. Profit Sharing Plan in AL ($2M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.