401(k) · DOL Form 5500 · 2022

H.J. Baker and Bro., LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
81
Participants Small participant base
74th
Percentile by assets National rank
$200,784
Avg per participant Above avg balance/head
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Official DOL plan name: H.J. Baker and Bro., LLC 401(k) Savings Plan · Sponsored by H.J. Baker and Bro., LLC · Texas · Manufacturing

$16M in assets, 81 participants

H.J. Baker and Bro., LLC's H.J. Baker and Bro., LLC 401(k) Savings Plan reported $16M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,129 in Manufacturing (20,602 peers)

H.J. Baker and Bro., LLC multi-year trail

H.J. Baker and Bro., LLC's plans moved +14.4% in assets from 2022 to 2024; this filing shows H.J. Baker and Bro., LLC 401(k) Savings Plan at $16M / 81 participants.

#13,129
in Manufacturing (20,602 peers)
-11.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H.J. Baker and Bro., LLC 401(k) Savings Plan's outsized position by total assets

H.J. Baker and Bro., LLC 401(k) Savings Plan vs every filed plan by assets

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

$16,263,501 Top 26% higher than 74% 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

H.J. Baker and Bro., LLC 401(k) Savings 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. H.J. Baker and Bro., LLC 401(k) Savings Plan is a small filing (81 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 814867907 · H.J. Baker and Bro., LLC PY 2022 · 401(k)

H.J. Baker and Bro., LLC 401(k) Savings Plan · $16M · 81 · 74th

  • TYPE $16M
  • TYPE 81
  • TYPE 74th
  • TYPE 401(k)
  • TYPE near Poseida Therapeutics, Inc. 401(k) Plan
  • TYPE ind #13129

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 Manufacturing retirement plans → · Plans in Texas →

H.J. Baker and Bro., LLC 401(k) Savings Plan in the asset neighbourhood

The Eye Center of Oak Ridge, P.C. Profit Sharing PlanThe Eye Center of Oak Ridge,…$16MProminent Fluid Controls, Inc. 401(k) Profit Sharing PlanProminent Fluid Controls, In…$16MMt. Mckinley Bank Retirement PlanMt. Mckinley Bank Retirement…$16MH.J. Baker and Bro., LLC 401(k) Savings PlanH.J. Baker and Bro., LLC 401…$16MPoseida Therapeutics, Inc. 401(k) PlanPoseida Therapeutics, Inc. 4…$16M
End-of-year total assets ($M) among H.J. Baker and Bro., LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

H.J. Baker and Bro., LLC multi-year asset trail

Sponsor-wide plan assets over time

All H.J. Baker and Bro., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 14.402043924934613% vs 2022
2024 filing year
$44M$46M$48M$50M$52M$54M 202220232024 $45M $51.5M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 100 $45M
2023 2 101 $51M
2024 2 88 $51M

H.J. Baker and Bro., LLC filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN814867907
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

H.J. Baker and Bro., LLC 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants H.J. Baker and Bro., LLC 401(k) Savings Plan, Total assets ($B): 0.016263501 · Participants: 81H.J. Baker and Bro., LLC 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
H.J. Baker and Bro., LLC 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare H.J. Baker and Bro., LLC 401(k) Savings Plan side-by-side with 3 peers →

H.J. Baker and Bro., LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Poseida Therapeutics, Inc. 401(k) Plan in CA ($16M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 H.J. Baker and Bro., LLC 401(k) Savings Plan assets move in 2022? ▼
H.J. Baker and Bro., LLC 401(k) Savings Plan pulled back noticeably - down 11.5% during 2022, from $18M to $16M. Reported net income was -$2M.
How have H.J. Baker and Bro., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.J. Baker and Bro., LLC's sponsor-wide assets grew 14.4%, from $45M to $51M.
Which 401(k) plans are similar in size to H.J. Baker and Bro., LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Poseida Therapeutics, Inc. 401(k) Plan in CA ($16M, 259 participants).
Which 401(k) plans cover a similar participant headcount to H.J. Baker and Bro., LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocean Express, LLC 401(k) Plan in MA (81 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 814867907.

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.