Other · DOL Form 5500 · 2023

Bay Area Environmental Research Institute Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
135
Participants Small participant base
63rd
Percentile by assets National rank
$92,505
Avg per participant Below avg balance/head
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Official DOL plan name: Bay Area Environmental Research Institute Tda · Sponsored by Bay Area Environmental Research Institute · California · Professional & Technical Services

$12M in assets, 135 participants

Bay Area Environmental Research Institute's Bay Area Environmental Research Institute Tda reported $12M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,702 in Professional & Technical Services (20,321 peers)

Coverage in California

Bay Area Environmental Research Institute Tda covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $12M.

#12,702
in Professional & Technical Services (20,321 peers)
+27.3%
assets growth YoY

Bay Area Environmental Research Institute Tda's mid-pack asset rank among Professional & Technical Services and all filers

Bay Area Environmental Research Institute Tda vs every filed plan by assets

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

$12,488,182 Top 37% higher than 63% of 127,068 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 2023

Bay Area Environmental Research Institute Tda 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 Tda sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Area Environmental Research Institute Tda reported net income rose from -$803K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bay Area Environmental Research Institute Tda end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Bay Area Environmental Research Institute Tda reported participants rose from 110 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943176058 · Bay Area Environmental Research Institute PY 2023 · Other

Bay Area Environmental Research Institute Tda · $12M · 135 · 63rd

  • BOOK $12M
  • BOOK 135
  • BOOK 63rd
  • BOOK Other
  • BOOK near Relay Resources 403(b) Retirement Plan
  • BOOK ind #12702

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 Tda in the asset neighbourhood

St. Timothys School Defined Contribution Retirement PlanSt. Timothys School Defined …$13MBay Area Environmental Research Institute TdaBay Area Environmental Resea…$12MRelay Resources 403(b) Retirement PlanRelay Resources 403(b) Retir…$12MChild Care Aware of America 403(b) Retirement PlanChild Care Aware of America …$12MSouthern Oregon Head Start Retirement PlanSouthern Oregon Head Start R…$12M
End-of-year total assets ($M) among Bay Area Environmental Research Institute Tda and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN943176058
Plan Effective Date2000-12-01
Filing StatusFILING 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
$22M$24M$26M$28M$30M$32M 20222023 $23.3M $29.8M ▲ +27.7%
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 Tda vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bay Area Environmental Research Institute Tda, Total assets ($B): 0.012488182 · Participants: 135Bay Area Environmental Research Institute TdaStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Bay Area Environmental Research Institute Tda vs. nearby Other plans in California, assets vs. participants
Compare Bay Area Environmental Research Institute Tda side-by-side with 3 peers →

Bay Area Environmental Research Institute Tda's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Relay Resources 403(b) Retirement Plan in OR ($12M); by covered participants it is Portledge School Tda Plan Sra/Gsra in NY (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bay Area Environmental Research Institute Tda assets move in 2023? ▼
Bay Area Environmental Research Institute Tda grew sharply - up 27.3% during 2023, from $10M to $12M. Reported net income was $3M.
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 Tda? ▼
Among Other plans in other states, the closest by assets is Relay Resources 403(b) Retirement Plan in OR ($12M, 679 participants).
Which Other plans cover a similar participant headcount to Bay Area Environmental Research Institute Tda? ▼
Among Other plans in other states, the closest by covered participants is Portledge School Tda Plan Sra/Gsra in NY (135 participants, $9M in assets).

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.