401(k) · DOL Form 5500 · 2024

Bay Area Legal Services, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
158
Participants Small participant base
68th
Percentile by assets National rank
$111,372
Avg per participant Below avg balance/head
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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

$18M in assets, 158 participants

Bay Area Legal Services, Inc.'s Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. reported $18M in total assets and 158 participants in its 2024 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.

  • #13,502 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. covers 158 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#13,502
in Professional & Technical Services (20,173 peers)
+15.3%
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 2024 · DOL Form 5500

$17,596,788 Top 32% higher than 68% 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

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. 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. Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. reported participants rose from 150 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591171886 · Bay Area Legal Services, Inc. PY 2024 · 401(k)

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. · $18M · 158 · 68th

  • PHOTO $18M
  • PHOTO 158
  • PHOTO 68th
  • PHOTO 401(k)
  • PHOTO near Manganaro 401(k) Plan
  • PHOTO ind #13502

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

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.Safe-Harbor 403(b) Thrift Pl…$18MManganaro 401(k) Plan$18MBaim Institute for Clinical Research 401(k) PlanBaim Institute for Clinical …$18MMed-El Corporation 401(k) Profit Sharing Plan and TrustMed-El Corporation 401(k) Pr…$18MMedallion Instrumentation Systems, LLC Employee 401(k) Savings PlanMedallion Instrumentation Sy…$18M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN591171886
Plan Effective Date1986-01-01
Filing StatusFILING 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
$12M$14M$16M$18M 202220232024 $14M $17.6M ▲ +25.7%
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.

Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc., Total assets ($B): 0.017596788 · Participants: 158Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.L3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants

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 Manganaro 401(k) Plan in MD ($18M); by covered participants it is American Ambulance Service, Inc. Profit Sharing Plan in CT (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. assets move in 2024?
Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. grew sharply - up 15.3% during 2024, from $15M to $18M. Reported net income was $2M.
How have Bay Area Legal Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bay Area Legal Services, Inc.'s sponsor-wide assets grew 25.7%, from $14M to $18M.
Which 401(k) plans are similar in size to Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.?
Among 401(k) plans in other states, the closest by assets is Manganaro 401(k) Plan in MD ($18M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.?
Among 401(k) plans in other states, the closest by covered participants is American Ambulance Service, Inc. Profit Sharing Plan in CT (158 participants, N/A in assets).