401(k) · DOL Form 5500 · 2024

Bay Area Legal Aid 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
151
Participants Small participant base
70th
Percentile by assets National rank
$129,040
Avg per participant Near avg balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid · Sponsored by Bay Area Legal Aid · California · Professional & Technical Services

$19M in assets, 151 participants

Bay Area Legal Aid's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid reported $19M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,916 in Professional & Technical Services (20,173 peers)

Coverage in California

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $19M.

#13,916
in Professional & Technical Services (20,173 peers)
+15.1%
assets growth YoY

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid's outsized position by total assets

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid vs every filed plan by assets

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

$19,485,095 Top 30% higher than 70% 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 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid 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 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid reported participants rose from 131 in the plan year 2023 filing to 151 in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941631316 · Bay Area Legal Aid PY 2024 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid · $19M · 151 · 70th

  • PART $19M
  • PART 151
  • PART 70th
  • PART 401(k)
  • PART near Tankstar USA, Inc. Profit Sharing and Employee's Savings Plan
  • PART ind #13916

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 →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal AidSafe-Harbor 401(k) Profit Sh…$19MKershaw Company/Domex Superfresh Growers 401(k) PlanKershaw Company/Domex Superf…$19MJ. M. Oliver 401(k) Retirement PlanJ. M. Oliver 401(k) Retireme…$19MDavis Development, Inc. 401(k) PlanDavis Development, Inc. 401(…$19MTankstar USA, Inc. Profit Sharing and Employee's Savings PlanTankstar USA, Inc. Profit Sh…$19M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN941631316
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Area Legal Aid)

Sponsor-wide plan assets over time

All Bay Area Legal Aid plans reported in each filing year

Latest sponsor-wide plan assets
$19M 44.32269434231873% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.5M $19.5M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 122 $14M
2023 1 131 $17M
2024 1 151 $19M

Nearby 401(k) Plans in California

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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid, Total assets ($B): 0.019485095 · Participants: 151Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal AidGoogle 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid vs. nearby 401(k) plans in California, assets vs. participants

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tankstar USA, Inc. Profit Sharing and Employee's Savings Plan in WI ($19M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid assets move in 2024?
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid grew sharply - up 15.1% during 2024, from $17M to $19M. Reported net income was $3M.
How have Bay Area Legal Aid plan assets changed over time?
Across 3 plan years on file (2022-2024), Bay Area Legal Aid's sponsor-wide assets grew 44.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid?
Among 401(k) plans in other states, the closest by assets is Tankstar USA, Inc. Profit Sharing and Employee's Savings Plan in WI ($19M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid?
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A in assets).