Other · DOL Form 5500 · 2022

Bay Area Environmental Research Institute Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
144
Participants Small participant base
71st
Percentile by assets National rank
$93,783
Avg per participant Below avg balance/head
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Official DOL plan name: Bay Area Environmental Research Institute DC Plan · Sponsored by Bay Area Environmental Research Institute · California · Professional & Technical Services

$14M in assets, 144 participants

Bay Area Environmental Research Institute's Bay Area Environmental Research Institute DC Plan reported $14M in total assets and 144 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.

  • #15,111 in Professional & Technical Services (21,562 peers)

Coverage in California

Bay Area Environmental Research Institute DC Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $14M.

#15,111
in Professional & Technical Services (21,562 peers)
-7.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bay Area Environmental Research Institute DC Plan's outsized position by total assets

Bay Area Environmental Research Institute DC Plan vs every filed plan by assets

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

$13,504,812 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

Bay Area Environmental Research Institute DC Plan 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. Bay Area Environmental Research Institute DC Plan sits mid-pack in the medium band (144 participants).

Published 5500 schedule card

Filing strip 943176058 · Bay Area Environmental Research Institute PY 2022 · Other

Bay Area Environmental Research Institute DC Plan · $14M · 144 · 71st

  • ASSETS $14M
  • ASSETS 144
  • ASSETS 71st
  • ASSETS Other
  • ASSETS near Sparrow Health System Associate Retirement Plan for 403(b) Transfers
  • ASSETS ind #15111

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 →

Bay Area Environmental Research Institute DC Plan in the asset neighbourhood

Tax Deferred Savings Plan$14MBay Area Environmental Research Institute DC PlanBay Area Environmental Resea…$14MSparrow Health System Associate Retirement Plan for 403(b) TransfersSparrow Health System Associ…$14MCook Area Health Services, Inc. Tax Sheltered Annuity PlanCook Area Health Services, I…$13M403(b) Thrift Plan for Employees of West Bergen Mental Healthcare403(b) Thrift Plan for Emplo…$13M
End-of-year total assets ($M) among Bay Area Environmental Research Institute DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN943176058
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Area Environmental Research Institute)

Sponsor-wide plan assets over time

All Bay Area Environmental Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$30M 27.666356216596427% vs 2022
2023 filing year
$22M$24M$26M$28M$30M$32M 20222023 $23.3M $29.8M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 254 $23M
2023 2 300 $30M

Nearby Other Plans in California

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

Bay Area Environmental Research Institute DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Bay Area Environmental Research Institute DC Plan, Total assets ($B): 0.013504812 · Participants: 144Bay Area Environmental Research Institute DC PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Bay Area Environmental Research Institute DC Plan vs. nearby Other plans in California, assets vs. participants
Compare Bay Area Environmental Research Institute DC Plan side-by-side with 3 peers →

Bay Area Environmental Research Institute DC Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Sparrow Health System Associate Retirement Plan for 403(b) Transfers in MI ($14M); by covered participants it is Pioneer Memorial Retirement Plan in SD (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Bay Area Environmental Research Institute DC Plan assets move in 2022? ▼
Bay Area Environmental Research Institute DC Plan pulled back noticeably - down 7.8% during 2022, from $15M to $14M. Reported net income was -$1M.
How have Bay Area Environmental Research Institute plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bay Area Environmental Research Institute's sponsor-wide assets grew 27.7%, from $23M to $30M.
Which Other plans are similar in size to Bay Area Environmental Research Institute DC Plan? ▼
Among Other plans in other states, the closest by assets is Sparrow Health System Associate Retirement Plan for 403(b) Transfers in MI ($14M, 281 participants).
Which Other plans cover a similar participant headcount to Bay Area Environmental Research Institute DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Pioneer Memorial Retirement Plan in SD (144 participants, $3M 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 943176058.

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.