ESOP · DOL Form 5500 · 2022

Baker & O'brien, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
30
Participants Small participant base
63rd
Percentile by assets National rank
$300,387
Avg per participant High balance/head
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Official DOL plan name: Baker & O'brien, Inc. Employee Stock Ownership Plan · Sponsored by Baker & O'brien, Inc. · Texas · Professional & Technical Services

$9M in assets, 30 participants

Baker & O'brien, Inc.'s Baker & O'brien, Inc. Employee Stock Ownership Plan reported $9M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,211 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Baker & O'brien, Inc. Employee Stock Ownership Plan holds $9M for 30 participants - about $300,387 per participant, above the median plan by assets.

#13,211
in Professional & Technical Services (21,562 peers)
+7.7%
assets growth YoY

Baker & O'brien, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Baker & O'brien, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,011,601 Top 37% higher than 63% 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

Baker & O'brien, Inc. Employee Stock Ownership 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. Baker & O'brien, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752464053 · Baker & O'brien, Inc. PY 2022 · ESOP

Baker & O'brien, Inc. Employee Stock Ownership Plan · $9M · 30 · 63rd

  • TYPE $9M
  • TYPE 30
  • TYPE 63rd
  • TYPE ESOP
  • TYPE near Hose & Rubber Supply, Inc. ESOP
  • TYPE ind #13211

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 Texas →

Baker & O'brien, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hose & Rubber Supply, Inc. ESOPHose & Rubber Supply, Inc. E…$9MMuir Omni Graphics, Inc. Employee Stock Ownership PlanMuir Omni Graphics, Inc. Emp…$9MBaker & O'brien, Inc. Employee Stock Ownership PlanBaker & O'brien, Inc. Employ…$9MKumar and Associates, Inc. Employee Stock Ownership Plan and TrustKumar and Associates, Inc. E…$9MRenkim Corporation Employee Stock Ownership PlanRenkim Corporation Employee …$9M
End-of-year total assets ($M) among Baker & O'brien, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$643K
Employer EIN752464053
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker & O'brien, Inc.)

Sponsor-wide plan assets over time

All Baker & O'brien, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 9.642911483848968% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $25.1M $27.6M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 64 $25M
2023 2 59 $24M
2024 2 60 $28M

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Baker & O'brien, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Baker & O'brien, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009011601 · Participants: 30Baker & O'brien, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Baker & O'brien, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Baker & O'brien, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Baker & O'brien, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Hose & Rubber Supply, Inc. ESOP in UT ($9M); by covered participants it is American Display Company Employee Stock Ownership in MN (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Baker & O'brien, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Baker & O'brien, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.7% during 2022, from $8M to $9M. Reported net income was $643K.
How have Baker & O'brien, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker & O'brien, Inc.'s sponsor-wide assets grew 9.6%, from $25M to $28M.
Which ESOP plans are similar in size to Baker & O'brien, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hose & Rubber Supply, Inc. ESOP in UT ($9M, 73 participants).
Which ESOP plans cover a similar participant headcount to Baker & O'brien, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Display Company Employee Stock Ownership in MN (30 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 752464053.

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.