Profit Sharing · DOL Form 5500 · 2023

Birmingham Community Charter High School Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
437
Participants Below avg headcount
46th
Percentile by assets National rank
$12,594
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Birmingham Community Charter High School Retirement Plan · Sponsored by Birmingham Community Charter High School · California · Educational Services

$6M in assets, 437 participants

Birmingham Community Charter High School's Birmingham Community Charter High School Retirement Plan reported $6M in total assets and 437 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,154 in Educational Services (3,735 peers)

Birmingham Community Charter High School multi-year trail

Birmingham Community Charter High School's plans moved +49.9% in assets from 2022 to 2024; this filing shows Birmingham Community Charter High School Retirement Plan at $6M / 437 participants.

#1,154
in Educational Services (3,735 peers)
+21.4%
assets growth YoY

Birmingham Community Charter High School Retirement Plan's mid-pack asset rank among Educational Services and all filers

Birmingham Community Charter High School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,503,749 46th percentile higher than 46% 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

Birmingham Community Charter High School Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Birmingham Community Charter High School Retirement Plan sits mid-pack in the medium band (437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birmingham Community Charter High School Retirement Plan reported net income rose from -$858K in the plan year 2022 filing to $971K in the plan year 2023 filing.
  • Birmingham Community Charter High School Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Birmingham Community Charter High School Retirement Plan reported participants rose from 408 in the plan year 2022 filing to 437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 270249997 · Birmingham Community Charter High School PY 2023 · Profit Sharing

Birmingham Community Charter High School Retirement Plan · $6M · 437 · 46th

  • VS-ST $6M
  • BOY 437
  • SCH 46th
  • EBSA Profit Sharing
  • PART near Crossroads Portfolio Inc. Retirement Plan
  • TYPE ind #1154

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 Educational Services retirement plans → · Plans in California →

Birmingham Community Charter High School Retirement Plan in the asset neighbourhood

Alliance Healthcare Services, Inc. EmployerAlliance Healthcare Services…$6MBirmingham Community Charter High School Retirement PlanBirmingham Community Charter…$6MCrossroads Portfolio Inc. Retirement PlanCrossroads Portfolio Inc. Re…$5MWaimanalo Health Center 403(b) Tax Sheltered Annuity PlanWaimanalo Health Center 403(…$5MM. Urbistondo and Y. Perez Retirement PlanM. Urbistondo and Y. Perez R…$5M
End-of-year total assets ($M) among Birmingham Community Charter High School Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Birmingham Community Charter High School multi-year asset trail

Sponsor-wide plan assets over time

All Birmingham Community Charter High School plans reported in each filing year

Latest sponsor-wide plan assets
$7M 49.87362100419352% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.53M $6.79M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 408 $5M
2023 1 437 $6M
2024 1 373 $7M

Birmingham Community Charter High School filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$971K
Employer EIN270249997
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Birmingham Community Charter High School Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Birmingham Community Charter High School Retirement Plan, Total assets ($B): 0.005503749 · Participants: 437Birmingham Community Charter High School Retirement PlanIntel 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
Birmingham Community Charter High School Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Birmingham Community Charter High School Retirement Plan side-by-side with 3 peers →

Birmingham Community Charter High School Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Crossroads Portfolio Inc. Retirement Plan in GA ($5M); by covered participants it is Knoxville - Knox County Community Action Committee Retirement Plan in TN (436 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (437 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 Birmingham Community Charter High School Retirement Plan assets move in 2023? ▼
Birmingham Community Charter High School Retirement Plan grew sharply - up 21.4% during 2023, from $5M to $6M. Reported net income was $971K.
How have Birmingham Community Charter High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birmingham Community Charter High School's sponsor-wide assets grew 49.9%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Birmingham Community Charter High School Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Crossroads Portfolio Inc. Retirement Plan in GA ($5M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Birmingham Community Charter High School Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Knoxville - Knox County Community Action Committee Retirement Plan in TN (436 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270249997.

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.