401(k) · DOL Form 5500 · 2023
Bay Area Legal Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $101,721
- Avg per participant Below avg balance/head
Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. · Sponsored by Bay Area Legal Services, Inc. · Florida · Professional & Technical Services
$15M in assets, 150 participants
Bay Area Legal Services, Inc.'s Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. reported $15M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,593 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. covers 150 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $15M.
- #13,593
- in Professional & Technical Services (20,321 peers)
- +9.0%
- assets growth YoY
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.'s outsized position by total assets
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,258,085 Top 32% higher than 68% 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 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. 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 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. reported participants rose from 142 in the plan year 2022 filing to 150 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 591171886 · Bay Area Legal Services, Inc. PY 2023 · 401(k)
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. · $15M · 150 · 68th
- TYPE $15M
- TYPE 150
- TYPE 68th
- TYPE 401(k)
- TYPE near Primecare of Southeastern Ohio, Inc 401(k) Profit Sharing Plan & Trust
- TYPE ind #13593
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 Florida →
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 591171886 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bay Area Legal Services, Inc.)
Sponsor-wide plan assets over time
All Bay Area Legal Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 25.680067559653217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $14M |
| 2023 | 1 | 150 | $15M |
| 2024 | 1 | 158 | $18M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Primecare of Southeastern Ohio, Inc 401(k) Profit Sharing Plan & Trust in OH ($15M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Primecare of Southeastern Ohio, Inc 401(k) Profit Sharing Plan & Trust (OH) $15M · 74
- Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings (VA) $15M · 72
- Vizance, Inc. 401(k) Profit Sharing Plan (WI) $15M · 179
- Ncb Management Services, Inc. 401(k) Plan (PA) $15M · 334
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 150 · 0 off
- Controlscan Holdings, Inc. 401(k) Plan (KY) 150 · 0 off
- Infovista 401(k) Retirement Plan (MA) 150 · 0 off
- Boro 401(k) Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.