401(k) · DOL Form 5500 · 2023

Bar Association of San Francisco 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
129
Participants Small participant base
66th
Percentile by assets National rank
$111,588
Avg per participant Below avg balance/head
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Official DOL plan name: Basf and Jdc 401(k) Plan · Sponsored by Bar Association of San Francisco · California · Other Services

$14M in assets, 129 participants

Bar Association of San Francisco's Basf and Jdc 401(k) Plan reported $14M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,378 in Other Services (7,857 peers)

Coverage in California

Basf and Jdc 401(k) Plan covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $14M.

#6,378
in Other Services (7,857 peers)
+12.0%
assets growth YoY

Basf and Jdc 401(k) Plan's mid-pack asset rank among Other Services and all filers

Basf and Jdc 401(k) Plan vs every filed plan by assets

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

$14,394,821 Top 34% higher than 66% 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

Basf and Jdc 401(k) 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. Basf and Jdc 401(k) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Basf and Jdc 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Basf and Jdc 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Basf and Jdc 401(k) Plan reported participants rose from 116 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940304950 · Bar Association of San Francisco PY 2023 · 401(k)

Basf and Jdc 401(k) Plan · $14M · 129 · 66th

  • VS-ST $14M
  • BOY 129
  • SCH 66th
  • EBSA 401(k)
  • PART near Leeds West Groups 401(k) Retirement Plan
  • TYPE ind #6378

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 →

Basf and Jdc 401(k) Plan in the asset neighbourhood

Leeds West Groups 401(k) Retirement PlanLeeds West Groups 401(k) Ret…$14MBrivo Systems LLC 401(k) Plan$14MCastle Management, LLC 401(k) PlanCastle Management, LLC 401(k…$14MBasf and Jdc 401(k) Plan$14MSchumann Printers, Inc. Retirement ProgramSchumann Printers, Inc. Reti…$14M
End-of-year total assets ($M) among Basf and Jdc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN940304950
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bar Association of San Francisco)

Sponsor-wide plan assets over time

All Bar Association of San Francisco plans reported in each filing year

Latest sponsor-wide plan assets
$16M 28.348175400280645% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.9M $16.5M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 116 $13M
2023 1 129 $14M
2024 1 126 $16M

Nearby 401(k) Plans in California

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

Basf and Jdc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Basf and Jdc 401(k) Plan, Total assets ($B): 0.014394821 · Participants: 129Basf and Jdc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Basf and Jdc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Basf and Jdc 401(k) Plan side-by-side with 3 peers →

Basf and Jdc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Leeds West Groups 401(k) Retirement Plan in CO ($14M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Basf and Jdc 401(k) Plan assets move in 2023? ▼
Basf and Jdc 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $13M to $14M. Reported net income was $2M.
How have Bar Association of San Francisco plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bar Association of San Francisco's sponsor-wide assets grew 28.3%, from $13M to $16M.
Which 401(k) plans are similar in size to Basf and Jdc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leeds West Groups 401(k) Retirement Plan in CO ($14M, 588 participants).
Which 401(k) plans cover a similar participant headcount to Basf and Jdc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 940304950.

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.