How big is KIPP Bay Area Schools' plan?

KIPP Bay Area Schools' plan reported $53.2M in assets and 780 participants for 2023.

Original filing (PDF)20250523115727NAL0003426305001

KIPP Bay Area Schools

Name: KIPP Bay Area Schools — KIPP Bay Area Schools 401(k), Form 5500 (2023)
Creator: KIPP Bay Area Schools
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KIPP Bay Area Schools 401(k) Plan

401(k) retirement plan · KIPP Bay Area Schools' KIPP Bay Area Schools 401(k) Plan held $53.2M in plan assets for 780 participants in 2023, with Empower as recordkeeper.

Signals · 2

Late filing · 0.3 moLate participant contributions

Active participants

780

Accounts w/ balance

1,330

Plan assets (EOY)

$53.2M

Net assets (EOY)

$53.2M

Plan identifiers

KIPP Bay Area Schools' EIN is 20-5010766.

EIN 20-5010766

Plan number 001

Plan year 2023

ACK ID 20250523115727NAL0003426305001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KIPP Bay Area Schools from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KIPP Bay Area Schools' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIPP BAY AREA SCHOOLS.

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How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 0.3 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 601K (8% of contributions).
Total administrative cost in the bottom quartile of peers (18th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

KIPP BAY AREA SCHOOLS

EIN

all filings

Address

1000 BROADWAY, SUITE 460 · OAKLAND, CA · 94607

Phone

(510) 465-5477

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$111K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP, LLC	—	IRVINE, CA	INVESTMENT ADVISOR	$15K	—

Investments

27 direct securities · 1 pooled fund· $52.7M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$44.9M

15 holdings

Common Collective Trusts

$6.1M

6 holdings

Other securities

$813K

5 holdings

Bonds / Notes

$498K

1 holding

Common Collective Trust

$432K

1 holding

					% of plan
American Funds 2055 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$12.1M	22.8%
American Funds 2050 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$9.6M	18.0%
American Funds 2060 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$7.5M	14.2%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$6.9M	12.9%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$4.9M	9.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.7M	7.0%
American Funds 2035 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.4M	2.6%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$811K	1.5%
American Funds 2065 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$684K	1.3%
American Funds 2030 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$680K	1.3%
American Funds 2025 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$614K	1.2%
JPMorgan Large Cap Growth Fund Mutual Fund	Other securities	—	—	$541K	1.0%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$505K	1.0%
participants 9.50%	Bonds / Notes	—	—	$498K	0.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$489K	0.9%
RELIANCE TRST NY LIFE ANCHOR-SER-IO NEW YORK LIFE (NOT INSURANCE FUND) · EIN 46-6350416 / PN 001	Common Collective Trust	—	—	$432K	0.8%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$287K	0.5%
Calvert US Large Cap Core Responsible Index Fund Mutual Fund	Common Collective Trusts	—	—	$262K	0.5%
Vanguard Equity Income Fund Mutual Fund	Mutual Funds	—	—	$228K	0.4%
Baird Core Plus Bond Fund Mutual Fund	Other securities	—	—	$129K	0.2%
American Funds Europacific Growth Fund Mutual Fund	Mutual Funds	—	—	$101K	0.2%
American Funds 2020 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$88K	0.2%
Wasatch Core Growth Fund Mutual Fund	Other securities	—	—	$64K	0.1%
Delaware Ivy Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$57K	0.1%
MFS New Discovery Value Fund Mutual Fund	Mutual Funds	—	—	$28K	<0.1%
American Funds 2015 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$26K	<0.1%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$22K	<0.1%
DFA Global Real Estate Securities Fund Mutual Fund	Mutual Funds	—	—	$16K	<0.1%