401(k) · DOL Form 5500 · 2022
Baker & O'brien, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $473,945
- Avg per participant High balance/head
Official DOL plan name: Baker & O'brien Retirement Savings Plan · Sponsored by Baker & O'brien, Inc. · Texas · Professional & Technical Services
$16M in assets, 34 participants
Baker & O'brien, Inc.'s Baker & O'brien Retirement Savings Plan reported $16M in total assets and 34 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.
- #15,842 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Baker & O'brien Retirement Savings Plan holds $16M for 34 participants - about $473,945 per participant, above the median plan by assets.
- #15,842
- in Professional & Technical Services (21,562 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $791K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baker & O'brien Retirement Savings Plan's outsized position by total assets
Baker & O'brien Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,114,130 Top 26% higher than 74% 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
Baker & O'brien Retirement 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. Baker & O'brien Retirement Savings Plan is a small filing (34 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 752464053 · Baker & O'brien, Inc. PY 2022 · 401(k)
Baker & O'brien Retirement Savings Plan · $16M · 34 · 74th
- EOY $16M
- 5500 34
- ASSETS 74th
- PCT 401(k)
- EIN near Cb Insights 401(k) Plan
- RANK ind #15842
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 Professional & Technical Services retirement plans → · Plans in Texas →
Baker & O'brien Retirement Savings Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$791K |
| Employer EIN | 752464053 |
| Plan Effective Date | 1993-05-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 64 | $25M |
| 2023 | 2 | 59 | $24M |
| 2024 | 2 | 60 | $28M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Baker & O'brien Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cb Insights 401(k) Plan in NY ($16M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Cb Insights 401(k) Plan (NY) $16M · 308
- Hepaco, LLC. 401(k) Plan (NC) $16M · 803
- Center Theatre Group of Los Angeles 401(k) Profit Sharing Plan (CA) $16M · 173
- Galaxy Digital Services LLC 401(k) Plan (NY) $16M · 260
Similar participant headcount
Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.
- Taylor Automotive Group 401(k) Plan (TN) 34 · 0 off
- Bachmann Industries, Inc. 401(k) Plan (PA) 34 · 0 off
- Coral Color Process, Ltd 401(k) Plan (NY) 34 · 0 off
- Eye Physicians & Surgeons Ltd Profit-Sharing Plan (PA) 34 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.