Other · DOL Form 5500 · 2023
Bay Area Environmental Research Institute Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $104,682
- Avg per participant Below avg balance/head
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.
- #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.
- #14,107
- in Professional & Technical Services (20,321 peers)
- +27.9%
- assets growth YoY
Bay Area Environmental Research Institute DC Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bay Area Environmental Research Institute DC Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Area Environmental Research Institute DC Plan sits mid-pack in the medium band (165 participants).
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.
DOL schedule card
Filing strip 943176058 · Bay Area Environmental Research Institute PY 2023 · Other
Bay Area Environmental Research Institute DC Plan · $17M · 165 · 70th
- PHOTO $17M
- PHOTO 165
- PHOTO 70th
- PHOTO Other
- PHOTO near Gaudenzia 403b Plan
- PHOTO ind #14107
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 →
Bay Area Environmental Research Institute DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $4M |
| Employer EIN | 943176058 |
| Plan Effective Date | 2000-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bay Area Environmental Research Institute)
Sponsor-wide plan assets over time
All Bay Area Environmental Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 27.666356216596427% vs 2022
- 2023 filing year
| 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.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Bay Area Environmental Research Institute DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Gaudenzia 403b Plan in PA ($17M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Gaudenzia 403b Plan (PA) $17M · 996
- Adhesives Research, Inc. Employee Stock Bonus Plan (PA) $17M · 262
- Vera Institute of Justice Tax Sheltered Annuity Plan (NY) $17M · 290
- Winterthur Employee Retirement Plan (DE) $17M · 281
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
- The Derryfield School Defined Contribution Retirement Plan (NH) 165 · 0 off
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan (OH) 165 · 0 off
- 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra (FL) 165 · 0 off
- Guiding Eyes for the Blind 403(b) Plan (NY) 165 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.