ESOP · DOL Form 5500 · 2022
Baumgartner & Company, LLC ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 74
- Participants
- 77th
- Percentile by assets
- $258,118
- Avg per participant
Official DOL plan name: Baumgartner & Company, LLC Profit Sharing Plan · Sponsored by Baumgartner & Company, LLC · Indiana · Construction
$19M in assets, 74 participants
Baumgartner & Company, LLC's Baumgartner & Company, LLC Profit Sharing Plan reported $19M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 139,126 plans)
- #7,550 in Construction (9,927 peers)
Where Baumgartner & Company, LLC Profit Sharing Plan sits by assets
Baumgartner & Company, LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 74 participants (~$258,118/participant), up 39.6% in 2022.
- $19M
- total plan assets (2022 EOY)
- 74
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $258,118
- avg assets per participant
Baumgartner & Company, LLC Profit Sharing Plan vs the 2022 asset distribution
By assets, Baumgartner & Company, LLC Profit Sharing Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $14M |
| Employer EIN | 351889453 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baumgartner & Company, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $19M |
| 2023 | 1 | 73 | $23M |
| 2024 | 1 | 72 | $26M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Baumgartner & Company, LLC Profit Sharing Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Baumgartner & Company, LLC Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Baumgartner & Company, LLC Profit Sharing Plan's numbers.
- By total assets, Baumgartner & Company, LLC Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Baumgartner & Company, LLC's sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Construction plans