401(k) · DOL Form 5500 · 2024

Bailard, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
75
Participants Small participant base
83rd
Percentile by assets National rank
$586,630
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bailard, Inc. 401(k) Plan · Sponsored by Bailard, Inc. · California · Finance & Insurance

$44M in assets, 75 participants

Bailard, Inc.'s Bailard, Inc. 401(k) Plan reported $44M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,252 in Finance & Insurance (8,549 peers)

Where Bailard, Inc. 401(k) Plan sits by assets

Bailard, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 75 participants (~$586,630/participant), up 13.7% in 2024.

#6,252
in Finance & Insurance (8,549 peers)
+13.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bailard, Inc. 401(k) Plan's outsized position by total assets

Bailard, Inc. 401(k) Plan vs every filed plan by assets

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

$43,997,246 Top 17% higher than 83% 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

Bailard, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bailard, Inc. 401(k) Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bailard, Inc. 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Bailard, Inc. 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Bailard, Inc. 401(k) Plan reported participants rose from 73 in the plan year 2023 filing to 75 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942149863 · Bailard, Inc. PY 2024 · 401(k)

Bailard, Inc. 401(k) Plan · $44M · 75 · 83rd

  • NET $44M
  • BOOK 75
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Nawco Profit Sharing Plan
  • EBSA ind #6252

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 Finance & Insurance retirement plans → · Plans in California →

Bailard, Inc. 401(k) Plan in the asset neighbourhood

Hri 401(k) Plan$44MBailard, Inc. 401(k) Plan$44MNawco Profit Sharing Plan$44MTalking Rain 401 (K) Retirement Plan and TrustTalking Rain 401 (K) Retirem…$44MGuaranty Bank & Trust of Belzoni, Ms 401(k) PlanGuaranty Bank & Trust of Bel…$44M
End-of-year total assets ($M) among Bailard, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$44M
Net Income$5M
Employer EIN942149863
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bailard, Inc.)

Sponsor-wide plan assets over time

All Bailard, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 48.297603788782546% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.7M $44M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 67 $30M
2023 1 73 $39M
2024 1 75 $44M

Nearby 401(k) Plans in California

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

Bailard, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bailard, Inc. 401(k) Plan, Total assets ($B): 0.043997246 · Participants: 75Bailard, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bailard, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bailard, Inc. 401(k) Plan side-by-side with 3 peers →

Bailard, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nawco Profit Sharing Plan in GA ($44M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Bailard, Inc. 401(k) Plan assets move in 2024? ▼
Bailard, Inc. 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $39M to $44M. Reported net income was $5M.
How have Bailard, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bailard, Inc.'s sponsor-wide assets grew 48.3%, from $30M to $44M.
Where does Bailard, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bailard, Inc. 401(k) Plan ranks in the 83rd 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 Bailard, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nawco Profit Sharing Plan in GA ($44M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Bailard, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M 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 942149863.

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.