401(k) · DOL Form 5500 · 2023

Stacey a. Bardfield Co., Inc. 401(k) Profit Shar 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
2
Participants Small participant base
66th
Percentile by assets National rank
$7.1M
Avg per participant High balance/head
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Official DOL plan name: Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan · Sponsored by Stacey a. Bardfield Co., Inc. 401(k) Profit Shar · California · Real Estate

$14M in assets, 2 participants

Stacey a. Bardfield Co., Inc. 401(k) Profit Shar's Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,863 in Real Estate (4,727 peers)

Stacey a. Bardfield Co., Inc. 401(k) Profit Shar multi-year trail

Stacey a. Bardfield Co., Inc. 401(k) Profit Shar's plans moved +48.1% in assets from 2022 to 2024; this filing shows Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan at $14M / 2 participants.

#3,863
in Real Estate (4,727 peers)
+25.1%
assets growth YoY

Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,163,711 Top 34% higher than 66% 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

Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan reported net income rose from $465K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770045292 · Stacey a. Bardfield Co., Inc. 401(k) Profit Shar PY 2023 · 401(k)

Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan · $14M · 2 · 66th

  • 5500 $14M
  • ASSETS 2
  • PCT 66th
  • EIN 401(k)
  • RANK near Hungerford Nichols Investment Plan and Trust
  • PHOTO ind #3863

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 Real Estate retirement plans → · Plans in California →

Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing PlanStacey a. Bardfield Co., Inc…$14MHungerford Nichols Investment Plan and TrustHungerford Nichols Investmen…$14MTel Hai Retirement Community 401(k) PlanTel Hai Retirement Community…$14MDedert Corporation Employees' 401(k) Profit Sharing Plan & TrustDedert Corporation Employees…$14MNorth Shore Health Centers 401(k) PlanNorth Shore Health Centers 4…$14M
End-of-year total assets ($M) among Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stacey a. Bardfield Co., Inc. 401(k) Profit Shar multi-year asset trail

Sponsor-wide plan assets over time

All Stacey a. Bardfield Co., Inc. 401(k) Profit Shar plans reported in each filing year

Latest sponsor-wide plan assets
$17M 48.13285009226314% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16.8M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 2 $11M
2023 1 2 $14M
2024 1 2 $17M

Stacey a. Bardfield Co., Inc. 401(k) Profit Shar filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN770045292
Plan Effective Date1984-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.014163711 · Participants: 2Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing 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
Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hungerford Nichols Investment Plan and Trust in MI ($14M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan grew sharply - up 25.1% during 2023, from $11M to $14M. Reported net income was $3M.
How have Stacey a. Bardfield Co., Inc. 401(k) Profit Shar plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stacey a. Bardfield Co., Inc. 401(k) Profit Shar's sponsor-wide assets grew 48.1%, from $11M to $17M.
Which 401(k) plans are similar in size to Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hungerford Nichols Investment Plan and Trust in MI ($14M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 770045292.

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.