401(k) · DOL Form 5500 · 2024

Bank Administration Institute 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size: 122
Participants Small participant base: 82nd
Percentile by assets National rank: $345,675
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Bai Smart Plan · Sponsored by Bank Administration Institute · Illinois · Other Services

$42M in assets, 122 participants

Bank Administration Institute's Bai Smart Plan reported $42M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

#7,071 in Other Services (7,719 peers)

Coverage in Illinois

Bai Smart Plan covers 122 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $42M.

#7,071
in Other Services (7,719 peers): +17.0%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Bai Smart Plan's outsized position by total assets

Bai Smart Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$42,172,311 Top 18% higher than 82% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bai Smart Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bai Smart Plan sits mid-pack in the medium band (122 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bai Smart Plan end-of-year assets rose from $36M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Bai Smart Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Bai Smart Plan reported participants rose from 115 in the plan year 2023 filing to 122 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 363330171 · Bank Administration Institute PY 2024 · 401(k)

Bai Smart Plan · $42M · 122 · 82nd

SCH $42M
EBSA 122
PART 82nd
TYPE 401(k)
NET near Ourisman Fairfax Toyota 401(k) Plan
BOOK ind #7071

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 Illinois →

End-of-year total assets ($M) among Bai Smart Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$36M
Net Assets (End of Year)	$42M
Net Income	$6M
Employer EIN	363330171
Plan Effective Date	1966-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bank Administration Institute)

Latest sponsor-wide plan assets: $42M 43.75737389407568% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	106	$29M
2023	1	115	$36M
2024	1	122	$42M

Nearby 401(k) Plans in Illinois

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

Bai Smart Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Bai Smart Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Ourisman Fairfax Toyota 401(k) Plan in VA ($42M); by covered participants it is Canvas 401(k) Plan in VA (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Ourisman Fairfax Toyota 401(k) Plan (VA) $42M · 533
Jackson Healthcare for Women, P.a. Profit Sharing Plan (MS) $42M · 79
Viant Technology LLC 401(k) Plan (CA) $42M · 335
Nord Gear Corporation 401(k) Profit Sharing Plan (WI) $42M · 520

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

Canvas 401(k) Plan (VA) 122 · 0 off
Amg, Inc 401(k) Plan (VA) 122 · 0 off
Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off
Edward L. Baker Enterprises, Inc. 401(k) Employee Retirement Plan (MO) 122 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bai Smart Plan assets move in 2024? ▼

Bai Smart Plan grew sharply - up 17.0% during 2024, from $36M to $42M. Reported net income was $6M.

How have Bank Administration Institute plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bank Administration Institute's sponsor-wide assets grew 43.8%, from $29M to $42M.

Where does Bai Smart Plan rank by assets among Form 5500 filers? ▼

Bai Smart Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Bai Smart Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ourisman Fairfax Toyota 401(k) Plan in VA ($42M, 533 participants).

Which 401(k) plans cover a similar participant headcount to Bai Smart Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Canvas 401(k) Plan in VA (122 participants, N/A in assets).

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 363330171.