401(k) · DOL Form 5500 · 2022

Baker Avenue Asset Management, LP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
43rd
Percentile by assets National rank
$135,172
Avg per participant Near avg balance/head
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Official DOL plan name: Baker Avenue Asset Management 401(k) Plan · Sponsored by Baker Avenue Asset Management, LP · California · Finance & Insurance

$4M in assets, 26 participants

Baker Avenue Asset Management, LP's Baker Avenue Asset Management 401(k) Plan reported $4M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,737 in Finance & Insurance (9,261 peers)

Baker Avenue Asset Management, LP multi-year trail

Baker Avenue Asset Management, LP's plans moved +112.4% in assets from 2022 to 2024; this filing shows Baker Avenue Asset Management 401(k) Plan at $4M / 26 participants.

#2,737
in Finance & Insurance (9,261 peers)
-10.2%
assets change YoY

The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baker Avenue Asset Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Baker Avenue Asset Management 401(k) Plan vs every filed plan by assets

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

$3,514,484 43rd percentile higher than 43% 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

Baker Avenue Asset Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker Avenue Asset Management 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 201735413 · Baker Avenue Asset Management, LP PY 2022 · 401(k)

Baker Avenue Asset Management 401(k) Plan · $4M · 26 · 43rd

  • SCH $4M
  • EBSA 26
  • PART 43rd
  • TYPE 401(k)
  • NET near Manpower of Lansing, Michigan, Inc. 401(k) Plan
  • BOOK ind #2737

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 Finance & Insurance retirement plans → · Plans in California →

Baker Avenue Asset Management 401(k) Plan in the asset neighbourhood

Baker Avenue Asset Management 401(k) PlanBaker Avenue Asset Managemen…$4MManpower of Lansing, Michigan, Inc. 401(k) PlanManpower of Lansing, Michiga…$4MEast Coast Energy Group 401(k) PlanEast Coast Energy Group 401(…$4MSouth Central Mental Health Counseling Center, Inc. 401(k) PSouth Central Mental Health …$4MEwing Bros., Inc. Profit Sharing Plan and TrustEwing Bros., Inc. Profit Sha…$4M
End-of-year total assets ($M) among Baker Avenue Asset Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Baker Avenue Asset Management, LP multi-year asset trail

Sponsor-wide plan assets over time

All Baker Avenue Asset Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 112.40469440179555% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.51M $7.46M ▲ +112.5%
Year Plans Participants Total Assets
2022 1 26 $4M
2023 1 36 $6M
2024 1 36 $7M

Baker Avenue Asset Management, LP filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$399K
Employer EIN201735413
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Baker Avenue Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Baker Avenue Asset Management 401(k) Plan, Total assets ($B): 0.003514484 · Participants: 26Baker Avenue Asset Management 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Baker Avenue Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Baker Avenue Asset Management 401(k) Plan side-by-side with 3 peers →

Baker Avenue Asset Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Manpower of Lansing, Michigan, Inc. 401(k) Plan in MI ($4M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Baker Avenue Asset Management 401(k) Plan assets move in 2022? ▼
Baker Avenue Asset Management 401(k) Plan pulled back noticeably - down 10.2% during 2022, from $4M to $4M. Reported net income was -$399K.
How have Baker Avenue Asset Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker Avenue Asset Management, LP's sponsor-wide assets grew 112.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Baker Avenue Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Manpower of Lansing, Michigan, Inc. 401(k) Plan in MI ($4M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Baker Avenue Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 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 201735413.

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.