Profit Sharing · DOL Form 5500 · 2024

Bailey, Clark & Nelson Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$756,378
Avg per participant High balance/head
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Official DOL plan name: Bailey, Clark & Nelson Self-Empl Profit Sharing Plan · Sponsored by Bailey, Clark & Nelson · California · Professional & Technical Services

$3M in assets, 4 participants

Bailey, Clark & Nelson's Bailey, Clark & Nelson Self-Empl Profit Sharing Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,189 in Professional & Technical Services (20,173 peers)

Bailey, Clark & Nelson multi-year trail

Bailey, Clark & Nelson's plans moved +28.5% in assets from 2022 to 2024; this filing shows Bailey, Clark & Nelson Self-Empl Profit Sharing Plan at $3M / 4 participants.

#6,189
in Professional & Technical Services (20,173 peers)
+12.0%
assets growth YoY

Bailey, Clark & Nelson Self-Empl Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bailey, Clark & Nelson Self-Empl Profit Sharing Plan vs every filed plan by assets

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

$3,025,511 34th percentile higher than 34% of 123,620 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 2024

Bailey, Clark & Nelson Self-Empl Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bailey, Clark & Nelson Self-Empl Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bailey, Clark & Nelson Self-Empl Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bailey, Clark & Nelson Self-Empl Profit Sharing Plan reported net income fell from $346K in the plan year 2023 filing to $324K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941678995 · Bailey, Clark & Nelson PY 2024 · Profit Sharing

Bailey, Clark & Nelson Self-Empl Profit Sharing Plan · $3M · 4 · 34th

  • IND $3M
  • IND 4
  • IND 34th
  • IND Profit Sharing
  • IND near Plumbers Local Union No. 17 Annuity Fund
  • IND ind #6189

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 California →

Bailey, Clark & Nelson Self-Empl Profit Sharing Plan in the asset neighbourhood

Bailey, Clark & Nelson Self-Empl Profit Sharing PlanBailey, Clark & Nelson Self-…$3MPlumbers Local Union No. 17 Annuity FundPlumbers Local Union No. 17 …$3MJames a. Rodriguez Colom Retirement PlanJames a. Rodriguez Colom Ret…$3MJeffrey R. Dalaba Ind 401(k) PlanJeffrey R. Dalaba Ind 401(k)…$3MCurtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and TrustCurtis,Bailey,Exelby&sposito…$3M
End-of-year total assets ($M) among Bailey, Clark & Nelson Self-Empl Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bailey, Clark & Nelson multi-year asset trail

Sponsor-wide plan assets over time

All Bailey, Clark & Nelson plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.45631354859966% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.36M $3.03M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

Bailey, Clark & Nelson filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$324K
Employer EIN941678995
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Bailey, Clark & Nelson Self-Empl Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Bailey, Clark & Nelson Self-Empl Profit Sharing Plan, Total assets ($B): 0.003025511 · Participants: 4Bailey, Clark & Nelson Self-Empl Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Bailey, Clark & Nelson Self-Empl Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Bailey, Clark & Nelson Self-Empl Profit Sharing Plan side-by-side with 3 peers →

Bailey, Clark & Nelson Self-Empl Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Plumbers Local Union No. 17 Annuity Fund in TN ($3M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

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 Bailey, Clark & Nelson Self-Empl Profit Sharing Plan assets move in 2024? ▼
Bailey, Clark & Nelson Self-Empl Profit Sharing Plan grew at a solid clip - up 12.0% during 2024, from $3M to $3M. Reported net income was $324K.
How have Bailey, Clark & Nelson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bailey, Clark & Nelson's sponsor-wide assets grew 28.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Bailey, Clark & Nelson Self-Empl Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plumbers Local Union No. 17 Annuity Fund in TN ($3M, 324 participants).
Which Profit Sharing plans cover a similar participant headcount to Bailey, Clark & Nelson Self-Empl Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 941678995.

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.