401(k) · DOL Form 5500 · 2023

Bay Area Tumor Institute 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
32nd
Percentile by assets National rank
$372,172
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust · Sponsored by Bay Area Tumor Institute · California · Professional & Technical Services

$2M in assets, 6 participants

Bay Area Tumor Institute's Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,674 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust holds $2M for 6 participants - about $372,172 per participant, in the lower half of filed plans by assets.

#5,674
in Professional & Technical Services (20,321 peers)
-7.7%
assets change YoY

The plan reported a net loss of $186K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,233,030 32nd percentile higher than 32% 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 Tumor Institute 401(k) Profit Sharing Plan & 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 Tumor Institute 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust reported net income rose from -$570K in the plan year 2022 filing to -$186K in the plan year 2023 filing.
  • Bay Area Tumor Institute 401(k) Profit Sharing Plan & 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 →

Published 5500 schedule card

Filing strip 942176753 · Bay Area Tumor Institute PY 2023 · 401(k)

Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust · $2M · 6 · 32nd

  • TYPE $2M
  • TYPE 6
  • TYPE 32nd
  • TYPE 401(k)
  • TYPE near Stone Soup Cooperative Group Plan
  • TYPE ind #5674

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 Tumor Institute 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bay Area Tumor Institute 401(k) Profit Sharing Plan & TrustBay Area Tumor Institute 401…$2MStone Soup Cooperative Group PlanStone Soup Cooperative Group…$2MBmr Energy LLC 401(k) Plan$2MAnokion US Inc 401(k) Profit Sharing Plan and TrustAnokion US Inc 401(k) Profit…$2MWeddings on the Water, Inc. Retirement PlanWeddings on the Water, Inc. …$2M
End-of-year total assets ($M) among Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$186K
Employer EIN942176753
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Area Tumor Institute)

Sponsor-wide plan assets over time

All Bay Area Tumor Institute plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.673460342294083% vs 2022
2023 filing year
$2.2M$2.3M$2.4M$2.5M 20222023 $2.42M $2.23M ▼ -7.9%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 2 12 $2M

Nearby 401(k) Plans in California

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

Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00223303 · Participants: 6Bay Area Tumor Institute 401(k) Profit Sharing Plan & TrustWells 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
Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stone Soup Cooperative Group Plan in DC ($2M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Tumor Institute 401(k) Profit Sharing Plan & Trust assets move in 2023?
Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 7.7% during 2023, from $2M to $2M. Reported net income was -$186K.
How have Bay Area Tumor Institute plan assets changed over time?
Across 2 plan years on file (2022-2023), Bay Area Tumor Institute's sponsor-wide assets declined 7.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Stone Soup Cooperative Group Plan in DC ($2M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Bay Area Tumor Institute 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M in assets).