Profit Sharing · DOL Form 5500 · 2022
Kenneth S. Baron & Co. Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 5
- Participants
- 42nd
- Percentile by assets
- $643,081
- Avg per participant
Official DOL plan name: Kenneth S. Baron & Co. Profit Sharing Plan · Sponsored by Kenneth S. Baron & Co. · California · Real Estate
$3M in assets, 5 participants
Kenneth S. Baron & Co.'s Kenneth S. Baron & Co. Profit Sharing Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- 42nd percentile by assets (of 139,126 plans)
- #3,062 in Real Estate (5,057 peers)
Kenneth S. Baron & Co. multi-year trail
Kenneth S. Baron & Co.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows Kenneth S. Baron & Co. Profit Sharing Plan at $3M / 5 participants.
- $3M
- total plan assets (2022 EOY)
- 5
- covered participants
- 42nd
- percentile by assets (of 139,126 plans)
- $643,081
- avg assets per participant
The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Kenneth S. Baron & Co. Profit Sharing Plan sits by total assets
Kenneth S. Baron & Co. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,215,406 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kenneth S. Baron & Co. across 3 plan years on file
Across the 3 plan years Kenneth S. Baron & Co. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 26.1%, while reported participants moved from 5 to 5 (+0.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2023 ($3M).
Kenneth S. Baron & Co. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 5 | $4M |
Kenneth S. Baron & Co. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$91K |
| Employer EIN | 942353319 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Kenneth S. Baron & Co. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Kenneth S. Baron & Co. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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How have Kenneth S. Baron & Co. plan assets changed over time? ▼
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Multi-year trail
Ways to act on Kenneth S. Baron & Co. Profit Sharing Plan's numbers.
- By total assets, Kenneth S. Baron & Co. Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Kenneth S. Baron & Co.'s sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Real Estate plans