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
PlainRetire home → About this data RSS: change history

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

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 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.

See the national 2022→2023 release diff →

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

Bay Area Industry Promotion Fund Profit Sharing Plan and TrustBay Area Industry Promotion …$2MWendell Sawyer Furniture Co., Inc. Profit Sharing PlanWendell Sawyer Furniture Co.…$2MBeechmont Holding Corp. Retirement PlanBeechmont Holding Corp. Reti…$2MStellar Designs, Inc. Profit Sharing PlanStellar Designs, Inc. Profit…$2MR. Mark Martin, M. D. , P. a. Profit Sharing PlanR. Mark Martin, M. D. , P. a…$2M
End-of-year total assets ($M) among Bay Area Industry Promotion Fund Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$244K
Employer EIN931171607
Plan Effective Date1998-01-01
Filing StatusFILING 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
$1.6M$1.8M$2M$2.2M 202220232024 $1.98M $2.13M ▲ +7.6%
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.

Bay Area Industry Promotion Fund Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Bay Area Industry Promotion Fund Profit Sharing Plan and Trust, Total assets ($B): 0.001737052 · Participants: 5Bay Area Industry Promotion Fund Profit Sharing Plan and TrustIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants

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.

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.

Frequently Asked Questions

How did Bay Area Industry Promotion Fund Profit Sharing Plan and Trust assets move in 2023?
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust pulled back noticeably - down 12.3% during 2023, from $2M to $2M. Reported net income was -$244K.
How have Bay Area Industry Promotion Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Bay Area Industry Promotion Fund's sponsor-wide assets grew 7.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Bay Area Industry Promotion Fund Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is Wendell Sawyer Furniture Co., Inc. Profit Sharing Plan in AL ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Bay Area Industry Promotion Fund Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).