401(k) · DOL Form 5500 · 2022

Jim Baier, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
39
Participants Small participant base
42nd
Percentile by assets National rank
$82,727
Avg per participant Below avg balance/head
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Official DOL plan name: Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Jim Baier, Inc. · Iowa · Retail Trade

$3M in assets, 39 participants

Jim Baier, Inc.'s Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,877 in Retail Trade (9,519 peers)

Jim Baier, Inc. multi-year trail

Jim Baier, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust at $3M / 39 participants.

#4,877
in Retail Trade (9,519 peers)
-10.5%
assets change YoY

The plan reported a net loss of $378K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,226,371 42nd percentile higher than 42% 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

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (39 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 420982103 · Jim Baier, Inc. PY 2022 · 401(k)

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust · $3M · 39 · 42nd

  • EOY $3M
  • EOY 39
  • EOY 42nd
  • EOY 401(k)
  • EOY near R&d Partners 401(k) Plan
  • EOY ind #4877

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 Retail Trade retirement plans → · Plans in Iowa →

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jim Baier, Inc. 401(k) Profit Sharing Plan and TrustJim Baier, Inc. 401(k) Profi…$3MR&d Partners 401(k) Plan$3MCity First Mortgage Corp 401(k) Profit Sharing PlanCity First Mortgage Corp 401…$3MTrinity Computer Services Inc. 401(k) Profit Sharing Plan & TrustTrinity Computer Services In…$3MChicot Memorial Medical Center 401(k) Profit Sharing PlanChicot Memorial Medical Cent…$3M
End-of-year total assets ($M) among Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jim Baier, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jim Baier, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.41530096817756% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.23M $4.37M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 39 $3M
2023 1 34 $4M
2024 1 38 $4M

Jim Baier, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$378K
Employer EIN420982103
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003226371 · Participants: 39Jim Baier, Inc. 401(k) Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is R&d Partners 401(k) Plan in CA ($3M); by covered participants it is Patton Electronics Company 401(k) Plan in MD (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

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 Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 10.5% during 2022, from $4M to $3M. Reported net income was -$378K.
How have Jim Baier, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim Baier, Inc.'s sponsor-wide assets grew 35.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is R&d Partners 401(k) Plan in CA ($3M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Patton Electronics Company 401(k) Plan in MD (39 participants, N/A 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 420982103.

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.