Profit Sharing · DOL Form 5500 · 2024

United Cerebral Palsy of the North Bay, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
247
Participants Below avg headcount
52nd
Percentile by assets National rank
$34,785
Avg per participant Low balance/head
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Official DOL plan name: Ucp of the North Bay, Inc. 403(b) Retirement Plan · Sponsored by United Cerebral Palsy of the North Bay, Inc. · California · Educational Services

$9M in assets, 247 participants

United Cerebral Palsy of the North Bay, Inc.'s Ucp of the North Bay, Inc. 403(b) Retirement Plan reported $9M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,295 in Educational Services (3,638 peers)

Coverage in California

Ucp of the North Bay, Inc. 403(b) Retirement Plan covers 247 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $9M.

#1,295
in Educational Services (3,638 peers)
+3.6%
assets growth YoY

Ucp of the North Bay, Inc. 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Ucp of the North Bay, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$8,591,980 Top 48% higher than 52% 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

Ucp of the North Bay, Inc. 403(b) Retirement 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. Ucp of the North Bay, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ucp of the North Bay, Inc. 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $296K in the plan year 2024 filing.
  • Ucp of the North Bay, Inc. 403(b) Retirement Plan reported participants rose from 200 in the plan year 2023 filing to 247 in the plan year 2024 filing.
  • Ucp of the North Bay, Inc. 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942284940 · United Cerebral Palsy of the North Bay, Inc. PY 2024 · Profit Sharing

Ucp of the North Bay, Inc. 403(b) Retirement Plan · $9M · 247 · 52nd

  • VS-ST $9M
  • BOY 247
  • SCH 52nd
  • EBSA Profit Sharing
  • PART near Smith Pump Company, Inc. 401(k) Plan
  • TYPE ind #1295

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 Educational Services retirement plans → · Plans in California →

Ucp of the North Bay, Inc. 403(b) Retirement Plan in the asset neighbourhood

Able Sales Co. Inc. Savings and Investment PlanAble Sales Co. Inc. Savings …$9MJ.W. Hampton Jr. & Co., Inc. Profit Sharing PlanJ.W. Hampton Jr. & Co., Inc.…$9MUcp of the North Bay, Inc. 403(b) Retirement PlanUcp of the North Bay, Inc. 4…$9MSmith Pump Company, Inc. 401(k) PlanSmith Pump Company, Inc. 401…$9MGreatcare, Inc. Retirement Plan and TrustGreatcare, Inc. Retirement P…$9M
End-of-year total assets ($M) among Ucp of the North Bay, Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$296K
Employer EIN942284940
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Cerebral Palsy of the North Bay, Inc.)

Sponsor-wide plan assets over time

All United Cerebral Palsy of the North Bay, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 27.60592489708481% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.73M $8.59M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 184 $7M
2023 1 200 $8M
2024 1 247 $9M

Nearby Profit Sharing Plans in California

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

Ucp of the North Bay, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Ucp of the North Bay, Inc. 403(b) Retirement Plan, Total assets ($B): 0.00859198 · Participants: 247Ucp of the North Bay, Inc. 403(b) Retirement 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
Ucp of the North Bay, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ucp of the North Bay, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Ucp of the North Bay, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Smith Pump Company, Inc. 401(k) Plan in TX ($9M); by covered participants it is Teamsters Local 408 Annuity Fund in NJ (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Ucp of the North Bay, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Ucp of the North Bay, Inc. 403(b) Retirement Plan edged up modestly - up 3.6% during 2024, from $8M to $9M. Reported net income was $296K.
How have United Cerebral Palsy of the North Bay, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Cerebral Palsy of the North Bay, Inc.'s sponsor-wide assets grew 27.6%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Ucp of the North Bay, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Smith Pump Company, Inc. 401(k) Plan in TX ($9M, 80 participants).
Which Profit Sharing plans cover a similar participant headcount to Ucp of the North Bay, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Teamsters Local 408 Annuity Fund in NJ (246 participants, $21M 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 942284940.

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.