401(k) · DOL Form 5500 · 2022

Baxter Hodell Donnelly Preston, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
126
Participants Small participant base
78th
Percentile by assets National rank
$165,257
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust · Sponsored by Baxter Hodell Donnelly Preston, Inc. · Ohio · Professional & Technical Services

$21M in assets, 126 participants

Baxter Hodell Donnelly Preston, Inc.'s Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust reported $21M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,848 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust covers 126 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $21M.

#16,848
in Professional & Technical Services (21,562 peers)
-17.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust's outsized position by total assets

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust vs every filed plan by assets

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

$20,822,383 Top 22% higher than 78% 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

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust sits mid-pack in the medium band (126 participants).

Plan-year Form 5500 strip

Filing strip 311190740 · Baxter Hodell Donnelly Preston, Inc. PY 2022 · 401(k)

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust · $21M · 126 · 78th

  • 5500 $21M
  • ASSETS 126
  • PCT 78th
  • EIN 401(k)
  • RANK near Air Techniques, Inc. Employee Retirement Plan
  • PHOTO ind #16848

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 Ohio →

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust in the asset neighbourhood

Pabst Brewing Company 401(k) PlanPabst Brewing Company 401(k)…$21MBaxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and TrustBaxter Hodell Donnelly Prest…$21MAir Techniques, Inc. Employee Retirement PlanAir Techniques, Inc. Employe…$21MMeyers Nave 401(k)/Profit Sharing Plan 001Meyers Nave 401(k)/Profit Sh…$21MTransaction Data Systems, Inc. 401(k) Profit Sharing PlanTransaction Data Systems, In…$21M
End-of-year total assets ($M) among Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN311190740
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baxter Hodell Donnelly Preston, Inc.)

Sponsor-wide plan assets over time

All Baxter Hodell Donnelly Preston, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 48.12050090520379% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.8M $30.8M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 126 $21M
2023 1 163 $25M
2024 1 182 $31M

Nearby 401(k) Plans in Ohio

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

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust, Total assets ($B): 0.020822383 · Participants: 126Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust side-by-side with 3 peers →

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Air Techniques, Inc. Employee Retirement Plan in NY ($21M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust assets move in 2022? ▼
Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust declined sharply - down 17.4% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Baxter Hodell Donnelly Preston, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baxter Hodell Donnelly Preston, Inc.'s sponsor-wide assets grew 48.1%, from $21M to $31M.
Where does Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust rank by assets among Form 5500 filers? ▼
Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Air Techniques, Inc. Employee Retirement Plan in NY ($21M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 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 311190740.

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.