401(k) · DOL Form 5500 · 2023

Business for Social Responsibili 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
106
Participants Small participant base
59th
Percentile by assets National rank
$97,880
Avg per participant Below avg balance/head
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Official DOL plan name: Bsr 401(k) Plan · Sponsored by Business for Social Responsibili · California · Other Services

$10M in assets, 106 participants

Business for Social Responsibili's Bsr 401(k) Plan reported $10M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,038 in Other Services (7,857 peers)

Coverage in California

Bsr 401(k) Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $10M.

#6,038
in Other Services (7,857 peers)
+31.8%
assets growth YoY

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

Bsr 401(k) Plan vs every filed plan by assets

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

$10,375,318 Top 41% higher than 59% 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

Bsr 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. Bsr 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bsr 401(k) Plan reported net income rose from -$475K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bsr 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Bsr 401(k) Plan reported participants rose from 90 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521764268 · Business for Social Responsibili PY 2023 · 401(k)

Bsr 401(k) Plan · $10M · 106 · 59th

  • 5500 $10M
  • ASSETS 106
  • PCT 59th
  • EIN 401(k)
  • RANK near Fitzgerald and Halliday Inc. 401(k) Plan
  • PHOTO ind #6038

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 →

Bsr 401(k) Plan in the asset neighbourhood

Bsr 401(k) Plan$10MFitzgerald and Halliday Inc. 401(k) PlanFitzgerald and Halliday Inc.…$10MKwik Lok Corporation 401(k) Profit Sharing Plan and TrustKwik Lok Corporation 401(k) …$10MFellers, LLC 401(k) Plan$10MBernier Carr and Associates 401(k) PlanBernier Carr and Associates …$10M
End-of-year total assets ($M) among Bsr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN521764268
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Business for Social Responsibili)

Sponsor-wide plan assets over time

All Business for Social Responsibili plans reported in each filing year

Latest sponsor-wide plan assets
$13M 61.817787666182234% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.87M $12.7M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 90 $8M
2023 1 106 $10M
2024 1 116 $13M

Nearby 401(k) Plans in California

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

Bsr 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bsr 401(k) Plan, Total assets ($B): 0.010375318 · Participants: 106Bsr 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
Bsr 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bsr 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Fitzgerald and Halliday Inc. 401(k) Plan in CT ($10M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Bsr 401(k) Plan assets move in 2023? ▼
Bsr 401(k) Plan surged - up 31.8% during 2023, from $8M to $10M. Reported net income was $3M.
How have Business for Social Responsibili plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Business for Social Responsibili's sponsor-wide assets grew 61.8%, from $8M to $13M.
Which 401(k) plans are similar in size to Bsr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fitzgerald and Halliday Inc. 401(k) Plan in CT ($10M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Bsr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 521764268.

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.