401(k) · DOL Form 5500 · 2022

Baldwin & Sons, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
107
Participants Small participant base
66th
Percentile by assets National rank
$101,391
Avg per participant Below avg balance/head
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Official DOL plan name: Baldwin & Sons, LLC 401(k) Plan · Sponsored by Baldwin & Sons, LLC · California · Real Estate

$11M in assets, 107 participants

Baldwin & Sons, LLC's Baldwin & Sons, LLC 401(k) Plan reported $11M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,129 in Real Estate (5,057 peers)

Coverage in California

Baldwin & Sons, LLC 401(k) Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $11M.

#4,129
in Real Estate (5,057 peers)
-9.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baldwin & Sons, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Baldwin & Sons, LLC 401(k) Plan vs every filed plan by assets

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

$10,848,811 Top 34% higher than 66% 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 & Sons, LLC 401(k) Plan 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. Baldwin & Sons, LLC 401(k) Plan sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 262161618 · Baldwin & Sons, LLC PY 2022 · 401(k)

Baldwin & Sons, LLC 401(k) Plan · $11M · 107 · 66th

  • IND $11M
  • EOY 107
  • 5500 66th
  • ASSETS 401(k)
  • PCT near Club Med Sales and Management Employee Retirement Plan
  • EIN ind #4129

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 Real Estate retirement plans → · Plans in California →

Baldwin & Sons, LLC 401(k) Plan in the asset neighbourhood

Baldwin & Sons, LLC 401(k) PlanBaldwin & Sons, LLC 401(k) P…$11MClub Med Sales and Management Employee Retirement PlanClub Med Sales and Managemen…$11MKowalski Companies, Inc. 401(k) Plan for Union EmployeesKowalski Companies, Inc. 401…$11MEastman Footwear Group, Inc. 401(k) PlanEastman Footwear Group, Inc.…$11MCumberland Heights Foundation, Inc. 401(k) Retirement PlanCumberland Heights Foundatio…$11M
End-of-year total assets ($M) among Baldwin & Sons, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN262161618
Plan Effective Date2010-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baldwin & Sons, LLC)

Sponsor-wide plan assets over time

All Baldwin & Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 33.48357714038893% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.5M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 107 $11M
2023 1 111 $13M
2024 1 113 $14M

Nearby 401(k) Plans in California

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

Baldwin & Sons, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Baldwin & Sons, LLC 401(k) Plan, Total assets ($B): 0.010848811 · Participants: 107Baldwin & Sons, LLC 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
Baldwin & Sons, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Baldwin & Sons, LLC 401(k) Plan side-by-side with 3 peers →

Baldwin & Sons, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Club Med Sales and Management Employee Retirement Plan in FL ($11M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Baldwin & Sons, LLC 401(k) Plan assets move in 2022? ▼
Baldwin & Sons, LLC 401(k) Plan pulled back noticeably - down 9.6% during 2022, from $12M to $11M. Reported net income was -$1M.
How have Baldwin & Sons, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baldwin & Sons, LLC's sponsor-wide assets grew 33.5%, from $11M to $14M.
Which 401(k) plans are similar in size to Baldwin & Sons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Club Med Sales and Management Employee Retirement Plan in FL ($11M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Baldwin & Sons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 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 262161618.

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.