Other · DOL Form 5500 · 2023

Bay Area Environmental Research Institute Retirement Plan

Data updated 2026-08-11

$17M
Total assets
165
Participants
70th
Percentile by assets
$104,682
Avg per participant
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Official DOL plan name: Bay Area Environmental Research Institute DC Plan · Sponsored by Bay Area Environmental Research Institute · California · Professional & Technical Services

$17M in assets, 165 participants

Bay Area Environmental Research Institute's Bay Area Environmental Research Institute DC Plan reported $17M in total assets and 165 participants in its 2023 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.

  • 70th percentile by assets (of 127,072 plans)
  • #14,107 in Professional & Technical Services (20,321 peers)

Coverage in California

Bay Area Environmental Research Institute DC Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $17M.

$17M
total plan assets (2023 EOY)
165
covered participants
70th
percentile by assets (of 127,072 plans)
$104,682
avg assets per participant

Where Bay Area Environmental Research Institute DC Plan sits by total assets

Bay Area Environmental Research Institute DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,272,527 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Area Environmental Research Institute DC Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bay Area Environmental Research Institute DC Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Bay Area Environmental Research Institute DC Plan reported participants rose from 144 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Bay Area Environmental Research Institute DC Plan reports 165 participants - about 26% of that state average ($17M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN943176058
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Area Environmental Research Institute)

$22M$24M$26M$28M$30M$32M 20222023 $23.3M $29.8M ▲ +27.7%
Total plan assets by year, all Bay Area Environmental Research Institute plans on file
Year Plans Participants Total Assets
2022 2 254 $23M
2023 2 300 $30M

Nearby Other Plans in California

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

Bay Area Environmental Research Institute DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bay Area Environment…, Total assets ($B): 0.017272527 · Participants: 165Bay Area Environment…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Bay Area Environmental Research Institute DC Plan vs. nearby Other plans in California, assets vs. participants
Compare Bay Area Environmental Research Institut… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Bay Area Environmental Research Institute DC Plan by total assets, not by location.

Frequently Asked Questions

How did Bay Area Environmental Research Institute DC Plan assets move in 2023? ▼
Bay Area Environmental Research Institute DC Plan grew sharply - up 27.9% during 2023, from $14M to $17M. Reported net income was $4M.
How have Bay Area Environmental Research Institute plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bay Area Environmental Research Institute's sponsor-wide assets grew 27.7%, from $23M to $30M.
Which Other plans are similar in size to Bay Area Environmental Research Institute DC Plan? ▼
Among Other plans in other states, the closest by assets is Gaudenzia 403b Plan in PA ($17M, 996 participants).

Next read for Bay Area Environmental Research Institut…

Filing takeaways

Ways to act on Bay Area Environmental Research Institute DC Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943176058.

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.