Profit Sharing · DOL Form 5500 · 2024

Bay Area Industry Promotion Fund Profit Sharing Plan

Data updated 2026-07-24

$2M
Total assets
5
Participants
30th
Percentile by assets
$426,838
Avg per participant
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Official DOL plan name: Bay Area Industry Promotion Fund Profit Sharing Plan and Trust · Sponsored by Bay Area Industry Promotion Fund · California · Other Services

$2M in assets, 5 participants

Bay Area Industry Promotion Fund's Bay Area Industry Promotion Fund Profit Sharing Plan and Trust reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • 30th percentile by assets (of 116,472 plans)

Other Services sector rank

Within Other Services, Bay Area Industry Promotion Fund Profit Sharing Plan and Trust ranks #3,957 of 7,135 2024 filers by assets (923% of the sector average)-$2M for 5 participants.

$2M
total plan assets (2024 EOY)
5
covered participants
30th
percentile by assets (of 116,472 plans)
$426,838
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bay Area Industry Promotion Fund Profit Sharing Plan and Trust reported net income rose from -$244K in the plan year 2023 filing to $397K in the plan year 2024 filing.
  • Bay Area Industry Promotion Fund Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Rank #3,957 in Other Services

Among 7,135 Other Services plans that filed a Form 5500 for plan year 2024, Bay Area Industry Promotion Fund Profit Sharing Plan and Trust ranks #3,957 by end-of-year assets - about 923% of the sector average of $20M. Nationally it sits in the 30th percentile, a stronger position within its industry than across all filers.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$397K
Employer EIN931171607
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Area Industry Promotion Fund)

$1.6M$1.8M$2M$2.2M 202220232024 $1.98M $2.13M ▲ +7.6%
Total plan assets by year, all Bay Area Industry Promotion Fund plans on file
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 5 $2M
2024 1 5 $2M

Nearby Profit Sharing Plans in California

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

Bay Area Industry Promotion Fund Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants

Bay Area Industry Promotion Fund Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Bay Area Industry Pr…Scpmg Keogh PlanIntel Retirement Con…Motion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Bay Area Industry Promotion Fund Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Bay Area Industry Promotion Fund Profit Sharing Plan and Trust assets move in 2024?
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust grew sharply - up 22.9% during 2024, from $2M to $2M. Reported net income was $397K.
How have Bay Area Industry Promotion Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Bay Area Industry Promotion Fund's sponsor-wide assets grew 7.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Bay Area Industry Promotion Fund Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is Hanabi Holdings Co. Retirement Plan in PA ($2M, 10 participants).

Next read for Bay Area Industry Promotion Fund Profit …

Filing takeaways

Ways to act on Bay Area Industry Promotion Fund Profit Sharing Plan and Trust's numbers.

  • By total assets, Bay Area Industry Promotion Fund Profit Sharing Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
  • Bay Area Industry Promotion Fund's sponsor-wide assets have grown 7.7% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931171607.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.