401(k) · DOL Form 5500 · 2023
Bay Area Legal Aid 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $129,204
- Avg per participant Near avg balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid · Sponsored by Bay Area Legal Aid · California · Professional & Technical Services
$17M in assets, 131 participants
Bay Area Legal Aid's Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid reported $17M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #14,014 in Professional & Technical Services (20,321 peers)
Coverage in California
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $17M.
- #14,014
- in Professional & Technical Services (20,321 peers)
- +25.4%
- assets growth YoY
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid's outsized position by total assets
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,925,770 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid 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. Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid reported participants rose from 122 in the plan year 2022 filing to 131 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 941631316 · Bay Area Legal Aid PY 2023 · 401(k)
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid · $17M · 131 · 70th
- PCT $17M
- PCT 131
- PCT 70th
- PCT 401(k)
- PCT near The Mosaic Tile Company of Virginia Inc 401(k) Profit Sharing Plan
- PCT ind #14014
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 →
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 941631316 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bay Area Legal Aid)
Sponsor-wide plan assets over time
All Bay Area Legal Aid plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 44.32269434231873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $14M |
| 2023 | 1 | 131 | $17M |
| 2024 | 1 | 151 | $19M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Bay Area Legal Aid's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Mosaic Tile Company of Virginia Inc 401(k) Profit Sharing Plan in VA ($17M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 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.