401(k) · DOL Form 5500 · 2022

Baughman & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
50th
Percentile by assets National rank
$688,851
Avg per participant High balance/head
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Official DOL plan name: Baughman Insurance 401(k) and Profit Sharing Plan · Sponsored by Baughman & Associates, Inc. · Illinois · Finance & Insurance

$5M in assets, 7 participants

Baughman & Associates, Inc.'s Baughman Insurance 401(k) and Profit Sharing Plan reported $5M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,208 in Finance & Insurance (9,261 peers)

Baughman & Associates, Inc. multi-year trail

Baughman & Associates, Inc.'s plans moved +48.7% in assets from 2022 to 2024; this filing shows Baughman Insurance 401(k) and Profit Sharing Plan at $5M / 7 participants.

#3,208
in Finance & Insurance (9,261 peers)
-13.1%
assets change YoY

The plan reported a net loss of $729K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baughman Insurance 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Baughman Insurance 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$4,821,957 Top 50% higher than 50% 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

Baughman Insurance 401(k) and Profit Sharing 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. Baughman Insurance 401(k) and Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 371107303 · Baughman & Associates, Inc. PY 2022 · 401(k)

Baughman Insurance 401(k) and Profit Sharing Plan · $5M · 7 · 50th

  • BOOK $5M
  • VS-ST 7
  • BOY 50th
  • SCH 401(k)
  • EBSA near Asensus Surgical US Inc. 401(k) Plan
  • PART ind #3208

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 Illinois →

Baughman Insurance 401(k) and Profit Sharing Plan in the asset neighbourhood

Baughman Insurance 401(k) and Profit Sharing PlanBaughman Insurance 401(k) an…$5MAsensus Surgical US Inc. 401(k) PlanAsensus Surgical US Inc. 401…$5MNilit America, Inc. Retirement Savings PlanNilit America, Inc. Retireme…$5MCarneal & Hunt, PLC 401(k) Plan & TrustCarneal & Hunt, PLC 401(k) P…$5MHanna Instruments, Inc. 401(k) Profit Sharing Plan and TrustHanna Instruments, Inc. 401(…$5M
End-of-year total assets ($M) among Baughman Insurance 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Baughman & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Baughman & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 48.70373170063524% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.82M $7.17M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 7 $5M
2023 1 7 $6M
2024 1 7 $7M

Baughman & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$729K
Employer EIN371107303
Plan Effective Date2011-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Baughman Insurance 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Baughman Insurance 401(k) and Profit Sharing Plan, Total assets ($B): 0.004821957 · Participants: 7Baughman Insurance 401(k) and Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Baughman Insurance 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Baughman Insurance 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Baughman Insurance 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Asensus Surgical US Inc. 401(k) Plan in NC ($5M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Baughman Insurance 401(k) and Profit Sharing Plan assets move in 2022? ▼
Baughman Insurance 401(k) and Profit Sharing Plan pulled back noticeably - down 13.1% during 2022, from $6M to $5M. Reported net income was -$729K.
How have Baughman & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baughman & Associates, Inc.'s sponsor-wide assets grew 48.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Baughman Insurance 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asensus Surgical US Inc. 401(k) Plan in NC ($5M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Baughman Insurance 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 371107303.

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.