401(k) · DOL Form 5500 · 2023

Bay Equity, LLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
942
Participants Near avg headcount
85th
Percentile by assets National rank
$51,877
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bay Equity 401(k) Plan · Sponsored by Bay Equity, LLC · California · Other Services

$49M in assets, 942 participants

Bay Equity, LLC's Bay Equity 401(k) Plan reported $49M in total assets and 942 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,332 in Other Services (7,857 peers)

Where Bay Equity 401(k) Plan sits by assets

Bay Equity 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 942 participants (~$51,877/participant), up 20.0% in 2023.

#7,332
in Other Services (7,857 peers)
+20.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bay Equity 401(k) Plan's outsized position by total assets

Bay Equity 401(k) Plan vs every filed plan by assets

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

$48,868,161 Top 15% higher than 85% 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 Equity 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. Bay Equity 401(k) Plan sits mid-pack in the medium band (942 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Equity 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bay Equity 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Bay Equity 401(k) Plan reported participants fell from 1,158 in the plan year 2022 filing to 942 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260360466 · Bay Equity, LLC PY 2023 · 401(k)

Bay Equity 401(k) Plan · $49M · 942 · 85th

  • VS-ST $49M
  • BOY 942
  • SCH 85th
  • EBSA 401(k)
  • PART near Taylor Electric, Inc. Retirement Plan
  • TYPE ind #7332

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 Equity 401(k) Plan in the asset neighbourhood

Bay Equity 401(k) Plan$49MTaylor Electric, Inc. Retirement PlanTaylor Electric, Inc. Retire…$49MSt. Cloud Refrigeration Company Profit Sharing 401(k) PlanSt. Cloud Refrigeration Comp…$49MMadison Marquette 401(k) Plan$49MWestern Regions NECA 401(k) PlanWestern Regions NECA 401(k) …$49M
End-of-year total assets ($M) among Bay Equity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN260360466
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Equity, LLC)

Sponsor-wide plan assets over time

All Bay Equity, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 27.96085388304082% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.7M $52.1M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 1,158 $41M
2023 1 942 $49M
2024 1 784 $52M

Nearby 401(k) Plans in California

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

Bay Equity 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bay Equity 401(k) Plan, Total assets ($B): 0.048868161 · Participants: 942Bay Equity 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
Bay Equity 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bay Equity 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Taylor Electric, Inc. Retirement Plan in UT ($49M); by covered participants it is Bama Profit Sharing Plan in OK (942 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (942 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 Equity 401(k) Plan assets move in 2023? ▼
Bay Equity 401(k) Plan grew sharply - up 20.0% during 2023, from $41M to $49M. Reported net income was $8M.
How have Bay Equity, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Equity, LLC's sponsor-wide assets grew 28.0%, from $41M to $52M.
Where does Bay Equity 401(k) Plan rank by assets among Form 5500 filers? ▼
Bay Equity 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bay Equity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taylor Electric, Inc. Retirement Plan in UT ($49M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Bay Equity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bama Profit Sharing Plan in OK (942 participants, $71M 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 260360466.

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.