401(k) · DOL Form 5500 · 2024
Stacey a. Bardfield Co., Inc. 401(k) Profit Shar 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $8.4M
- Avg per participant High balance/head
Official DOL plan name: Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan · Sponsored by Stacey a. Bardfield Co., Inc. 401(k) Profit Shar · California · Real Estate
$17M in assets, 2 participants
Stacey a. Bardfield Co., Inc. 401(k) Profit Shar's Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #3,767 in Real Estate (4,605 peers)
Stacey a. Bardfield Co., Inc. 401(k) Profit Shar multi-year trail
Stacey a. Bardfield Co., Inc. 401(k) Profit Shar's plans moved +48.1% in assets from 2022 to 2024; this filing shows Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan at $17M / 2 participants.
- #3,767
- in Real Estate (4,605 peers)
- +18.5%
- assets growth YoY
Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,777,971 Top 33% higher than 67% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stacey a. Bardfield Co., Inc. 401(k) 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. Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 770045292 · Stacey a. Bardfield Co., Inc. 401(k) Profit Shar PY 2024 · 401(k)
Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan · $17M · 2 · 67th
- BOY $17M
- SCH 2
- EBSA 67th
- PART 401(k)
- TYPE near 403(b) Thrift Plan for Employees of Empowering Abilities
- NET ind #3767
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 Real Estate retirement plans → · Plans in California →
Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Stacey a. Bardfield Co., Inc. 401(k) Profit Shar multi-year asset trail
Sponsor-wide plan assets over time
All Stacey a. Bardfield Co., Inc. 401(k) Profit Shar plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 48.13285009226314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $11M |
| 2023 | 1 | 2 | $14M |
| 2024 | 1 | 2 | $17M |
Stacey a. Bardfield Co., Inc. 401(k) Profit Shar filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 770045292 |
| Plan Effective Date | 1984-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Empowering Abilities in IA ($17M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.