ESOP · DOL Form 5500 · 2022

Baumgartner & Company, LLC ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
74
Participants Small participant base
77th
Percentile by assets National rank
$258,118
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,550
in Construction (9,927 peers)
+39.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Baumgartner & Company, LLC Profit Sharing Plan's outsized position by total assets

Baumgartner & Company, LLC Profit Sharing Plan vs every filed plan by assets

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

$19,100,703 Top 23% higher than 77% 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

Baumgartner & Company, LLC Profit Sharing 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. Baumgartner & Company, LLC Profit Sharing Plan is a small filing (74 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 351889453 · Baumgartner & Company, LLC PY 2022 · ESOP

Baumgartner & Company, LLC Profit Sharing Plan · $19M · 74 · 77th

  • 5500 $19M
  • ASSETS 74
  • PCT 77th
  • EIN ESOP
  • RANK near Dangelo Co. Employee Stock Ownership Plan
  • PHOTO ind #7550

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 What is an ESOP? → · Plans in Indiana →

Baumgartner & Company, LLC Profit Sharing Plan in the asset neighbourhood

The Gemroi Company Employee Stock Ownership PlanThe Gemroi Company Employee …$19MPcg Exchange, Inc. Employee Stock Ownership PlanPcg Exchange, Inc. Employee …$19MBaumgartner & Company, LLC Profit Sharing PlanBaumgartner & Company, LLC P…$19MDangelo Co. Employee Stock Ownership PlanDangelo Co. Employee Stock O…$19MCmc Rescue, Inc. Employee Stock Ownership PlanCmc Rescue, Inc. Employee St…$19M
End-of-year total assets ($M) among Baumgartner & Company, LLC Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$14M
Employer EIN351889453
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baumgartner & Company, LLC)

Sponsor-wide plan assets over time

All Baumgartner & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.84761267687372% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.1M $25.8M ▲ +34.9%
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 Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Baumgartner & Company, LLC Profit Sharing Plan, Total assets ($B): 0.019100703 · Participants: 74Baumgartner & Company, LLC Profit Sharing PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Baumgartner & Company, LLC Profit Sharing Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Baumgartner & Company, LLC Profit Sharing Plan side-by-side with 3 peers →

Baumgartner & Company, LLC Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Dangelo Co. Employee Stock Ownership Plan in CA ($19M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Baumgartner & Company, LLC Profit Sharing Plan assets move in 2022? ▼
Baumgartner & Company, LLC Profit Sharing Plan surged - up 39.6% during 2022, from $14M to $19M. Reported net income was $14M.
How have Baumgartner & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baumgartner & Company, LLC's sponsor-wide assets grew 34.8%, from $19M to $26M.
Where does Baumgartner & Company, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baumgartner & Company, LLC Profit Sharing Plan ranks in the 77th 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 ESOP plans are similar in size to Baumgartner & Company, LLC Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by assets is Dangelo Co. Employee Stock Ownership Plan in CA ($19M, 49 participants).
Which ESOP plans cover a similar participant headcount to Baumgartner & Company, LLC Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (74 participants, $2M 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 351889453.

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.