Profit Sharing · DOL Form 5500 · 2022

Baldwin and Sons Inc. Profit Sharing Plan

Data updated 2026-08-25

$256K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$127,996
Avg per participant Near avg balance/head
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Official DOL plan name: Baldwin and Sons Inc. Retirement Plan · Sponsored by Baldwin and Sons Inc. · Texas · Administrative & Support Services

$256K in assets, 2 participants

Baldwin and Sons Inc.'s Baldwin and Sons Inc. Retirement Plan reported $256K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,358 in Administrative & Support Services (4,927 peers)

Baldwin and Sons Inc. multi-year trail

Baldwin and Sons Inc.'s plans moved +34.6% in assets from 2022 to 2024; this filing shows Baldwin and Sons Inc. Retirement Plan at $256K / 2 participants.

#1,358
in Administrative & Support Services (4,927 peers)
+155.5%
assets growth YoY

Baldwin and Sons Inc. Retirement Plan among the smaller filed plans by assets

Baldwin and Sons Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$255,992 12th percentile higher than 12% of 139,123 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 2022

Baldwin and Sons Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baldwin and Sons Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 851576884 · Baldwin and Sons Inc. PY 2022 · Profit Sharing

Baldwin and Sons Inc. Retirement Plan · $256K · 2 · 12th

  • IND $256K
  • EOY 2
  • 5500 12th
  • ASSETS Profit Sharing
  • PCT near Brooks Investment Company Pension Transfer Trust Plan
  • EIN ind #1358

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 Administrative & Support Services retirement plans → · Plans in Texas →

Baldwin and Sons Inc. Retirement Plan in the asset neighbourhood

Baldwin and Sons Inc. Retirement PlanBaldwin and Sons Inc. Retire…$256KBrooks Investment Company Pension Transfer Trust PlanBrooks Investment Company Pe…$256KW.a.D.E. Inc. Retirement Plan$256KSteven O'neal, Cpa, PC, Profit Sharing PlanSteven O'neal, Cpa, PC, Prof…$256KISHRI$256K
End-of-year total assets ($M) among Baldwin and Sons Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Baldwin and Sons Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Baldwin and Sons Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$345K 34.6128004000125% vs 2022
2024 filing year
$0.25M$0.3M$0.35M 202220232024 $0.26M $0.34M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 2 $256K
2023 1 2 $322K
2024 1 2 $345K

Baldwin and Sons Inc. filing trail (2022)

Total Assets (Beginning of Year)$100K
Net Assets (End of Year)$256K
Net Income$156K
Employer EIN851576884
Plan Effective Date2020-07-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Baldwin and Sons Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Baldwin and Sons Inc. Retirement Plan, Total assets ($B): 0.000255992 · Participants: 2Baldwin and Sons Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Baldwin and Sons Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Baldwin and Sons Inc. Retirement Plan side-by-side with 3 peers →

Baldwin and Sons Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Brooks Investment Company Pension Transfer Trust Plan in MO ($256K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($256K here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baldwin and Sons Inc. Retirement Plan assets move in 2022? ▼
Baldwin and Sons Inc. Retirement Plan surged - up 155.5% during 2022, from $100K to $256K. Reported net income was $156K.
How have Baldwin and Sons Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baldwin and Sons Inc.'s sponsor-wide assets grew 34.6%, from $256K to $345K.
Where does Baldwin and Sons Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Baldwin and Sons Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Baldwin and Sons Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brooks Investment Company Pension Transfer Trust Plan in MO ($256K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Baldwin and Sons Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 851576884.

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.