401(k) · DOL Form 5500 · 2023

Bay Area Community Resources 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
694
Participants Below avg headcount
46th
Percentile by assets National rank
$7,727
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bay Area Community 401(k) Profit Sharing Plan & Trust · Sponsored by Bay Area Community Resources · California · Healthcare & Social Assistance

$5M in assets, 694 participants

Bay Area Community Resources's Bay Area Community 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,824 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Bay Area Community 401(k) Profit Sharing Plan & Trust surged 40.9% in 2023 ($4M → $5M) for 694 participants.

#8,824
in Healthcare & Social Assistance (17,684 peers)
+40.9%
assets growth YoY

Bay Area Community 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$5,362,494 46th percentile higher than 46% 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 Community 401(k) Profit Sharing Plan & Trust 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 Area Community 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Area Community 401(k) Profit Sharing Plan & Trust reported net income rose from -$610K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bay Area Community 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bay Area Community 401(k) Profit Sharing Plan & Trust reported participants rose from 620 in the plan year 2022 filing to 694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942346815 · Bay Area Community Resources PY 2023 · 401(k)

Bay Area Community 401(k) Profit Sharing Plan & Trust · $5M · 694 · 46th

  • SCH $5M
  • SCH 694
  • SCH 46th
  • SCH 401(k)
  • SCH near Mks2, LLC Retirement Trust
  • SCH ind #8824

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Bay Area Community 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bay Area Community 401(k) Profit Sharing Plan & TrustBay Area Community 401(k) Pr…$5MMks2, LLC Retirement Trust$5MWells, Wascow & Roessler, L.L.C. Profit Sharing Plan & TrustWells, Wascow & Roessler, L.…$5MHudson Valley Lighting Inc 401(k) Profit Sharing Plan & TrustHudson Valley Lighting Inc 4…$5MInsights North America 401(k) PlanInsights North America 401(k…$5M
End-of-year total assets ($M) among Bay Area Community 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bay Area Community Resources years around the 2023 move

Sponsor-wide plan assets over time

All Bay Area Community Resources plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.81M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 620 $4M
2023 1 694 $5M
2024 1 856 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN942346815
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bay Area Community 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 ($B) Participants Bay Area Community 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005362494 · Participants: 694Bay Area Community 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 Community 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Bay Area Community 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bay Area Community 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 Mks2, LLC Retirement Trust in TX ($5M); by covered participants it is Franklin Corporation 401(k) Plan in MS (694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (694 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 Community 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Bay Area Community 401(k) Profit Sharing Plan & Trust surged - up 40.9% during 2023, from $4M to $5M. Reported net income was $2M.
Which 401(k) plans are similar in size to Bay Area Community 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mks2, LLC Retirement Trust in TX ($5M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Bay Area Community 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Franklin Corporation 401(k) Plan in MS (694 participants, $12M 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 942346815.

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.