Profit Sharing · DOL Form 5500 · 2023

United Cerebral Palsy of the North Bay, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
200
Participants Below avg headcount
55th
Percentile by assets National rank
$41,480
Avg per participant Low balance/head
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Official DOL plan name: Ucp of the North Bay, Inc. 403(b) Retirement Plan · Sponsored by United Cerebral Palsy of the North Bay, Inc. · California · Educational Services

$8M in assets, 200 participants

United Cerebral Palsy of the North Bay, Inc.'s Ucp of the North Bay, Inc. 403(b) Retirement Plan reported $8M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,412 in Educational Services (3,735 peers)

Coverage in California

Ucp of the North Bay, Inc. 403(b) Retirement Plan covers 200 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $8M.

#1,412
in Educational Services (3,735 peers)
+23.2%
assets growth YoY

Ucp of the North Bay, Inc. 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Ucp of the North Bay, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$8,295,957 Top 45% higher than 55% 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

Ucp of the North Bay, Inc. 403(b) 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. Ucp of the North Bay, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ucp of the North Bay, Inc. 403(b) Retirement Plan reported net income rose from -$742K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ucp of the North Bay, Inc. 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ucp of the North Bay, Inc. 403(b) Retirement Plan reported participants rose from 184 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942284940 · United Cerebral Palsy of the North Bay, Inc. PY 2023 · Profit Sharing

Ucp of the North Bay, Inc. 403(b) Retirement Plan · $8M · 200 · 55th

  • ASSETS $8M
  • PCT 200
  • EIN 55th
  • RANK Profit Sharing
  • PHOTO near Plumbers & Pipefitters Local 625 Local Pension
  • IND ind #1412

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 →

Ucp of the North Bay, Inc. 403(b) Retirement Plan in the asset neighbourhood

Ucp of the North Bay, Inc. 403(b) Retirement PlanUcp of the North Bay, Inc. 4…$8MPlumbers & Pipefitters Local 625 Local PensionPlumbers & Pipefitters Local…$8MLighthouse Masonry, Inc. Retirement Savings PlanLighthouse Masonry, Inc. Ret…$8MX-Treme Care LLC Employee Retirement PlanX-Treme Care LLC Employee Re…$8MDrs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing PlanDrs. Russell, Berkebile & As…$8M
End-of-year total assets ($M) among Ucp of the North Bay, Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN942284940
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Cerebral Palsy of the North Bay, Inc.)

Sponsor-wide plan assets over time

All United Cerebral Palsy of the North Bay, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 27.60592489708481% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.73M $8.59M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 184 $7M
2023 1 200 $8M
2024 1 247 $9M

Nearby Profit Sharing Plans in California

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

Ucp of the North Bay, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Ucp of the North Bay, Inc. 403(b) Retirement Plan, Total assets ($B): 0.008295957 · Participants: 200Ucp of the North Bay, Inc. 403(b) 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
Ucp of the North Bay, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ucp of the North Bay, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Ucp of the North Bay, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Plumbers & Pipefitters Local 625 Local Pension in WV ($8M); by covered participants it is Boys & Girls Clubs of the Valley, Inc. Retirement Plan in AZ (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Ucp of the North Bay, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Ucp of the North Bay, Inc. 403(b) Retirement Plan grew sharply - up 23.2% during 2023, from $7M to $8M. Reported net income was $2M.
How have United Cerebral Palsy of the North Bay, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Cerebral Palsy of the North Bay, Inc.'s sponsor-wide assets grew 27.6%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Ucp of the North Bay, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plumbers & Pipefitters Local 625 Local Pension in WV ($8M, 985 participants).
Which Profit Sharing plans cover a similar participant headcount to Ucp of the North Bay, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Boys & Girls Clubs of the Valley, Inc. Retirement Plan in AZ (200 participants, $5M 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 942284940.

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.