Profit Sharing · DOL Form 5500 · 2024

Bialla & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
39th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Bialla & Associates, Inc. Profit Sharing Plan · Sponsored by Bialla & Associates, Inc. · California · Professional & Technical Services

$4M in assets, 4 participants

Bialla & Associates, Inc.'s Bialla & Associates, Inc. Profit Sharing Plan reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,261 in Professional & Technical Services (20,173 peers)

Bialla & Associates, Inc. multi-year trail

Bialla & Associates, Inc.'s plans moved +119.2% in assets from 2022 to 2024; this filing shows Bialla & Associates, Inc. Profit Sharing Plan at $4M / 4 participants.

#7,261
in Professional & Technical Services (20,173 peers)
-0.7%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bialla & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bialla & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,140,923 39th percentile higher than 39% 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

Bialla & Associates, Inc. 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. Bialla & Associates, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bialla & Associates, Inc. Profit Sharing Plan reported net income fell from $465K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
  • Bialla & Associates, Inc. Profit Sharing Plan reported participants fell from 7 in the plan year 2023 filing to 4 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942169662 · Bialla & Associates, Inc. PY 2024 · Profit Sharing

Bialla & Associates, Inc. Profit Sharing Plan · $4M · 4 · 39th

  • SCH $4M
  • SCH 4
  • SCH 39th
  • SCH Profit Sharing
  • SCH near Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan
  • SCH ind #7261

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 →

Bialla & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Bialla & Associates, Inc. Profit Sharing PlanBialla & Associates, Inc. Pr…$4MWard-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanWard-Boland Associates, Inc.…$4MFredercik T. Stukenborg Profit Sharing PlanFredercik T. Stukenborg Prof…$4MAronowitz & Helgeson, P.C. Profit Sharing PlanAronowitz & Helgeson, P.C. P…$4MOhio Valley Residential Services 403b PlanOhio Valley Residential Serv…$4M
End-of-year total assets ($M) among Bialla & Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bialla & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bialla & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 119.16090848916414% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.71M $8.12M ▲ +118.9%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 7 $4M
2024 2 10 $8M

Bialla & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$30K
Employer EIN942169662
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Bialla & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Bialla & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.004140923 · Participants: 4Bialla & Associates, Inc. Profit Sharing 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
Bialla & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Bialla & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Bialla & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan in MD ($4M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Bialla & Associates, Inc. Profit Sharing Plan assets move in 2024? ▼
Bialla & Associates, Inc. Profit Sharing Plan held essentially flat - down 0.7% during 2024, from $4M to $4M. Reported net income was -$30K.
How have Bialla & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bialla & Associates, Inc.'s sponsor-wide assets grew 119.2%, from $4M to $8M.
Which Profit Sharing plans are similar in size to Bialla & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan in MD ($4M, 30 participants).
Which Profit Sharing plans cover a similar participant headcount to Bialla & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 942169662.

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.