Money Purchase · DOL Form 5500 · 2022

Baker & Hostetler LLP Money Purchase Plan

Data updated 2026-08-25

$415M
Total assets Above avg plan size
1,076
Participants Near avg headcount
98th
Percentile by assets National rank
$386,045
Avg per participant High balance/head
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Official DOL plan name: Baker & Hostetler LLP Basic/Step-Rate Retirement Plan · Sponsored by Baker & Hostetler LLP · Ohio · Professional & Technical Services

$415M in assets, 1,076 participants

Baker & Hostetler LLP's Baker & Hostetler LLP Basic/Step-Rate Retirement Plan reported $415M in total assets and 1,076 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #21,196 in Professional & Technical Services (21,562 peers)

Where Baker & Hostetler LLP Basic/Step-Rate Retirement Plan sits by assets

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan sits in the top 5% of all filed plans by assets, $415M for 1,076 participants (~$386,045/participant), down 19.7% in 2022.

#21,196
in Professional & Technical Services (21,562 peers)
-19.7%
assets change YoY
4.2×
vs typical plan assets (national mean)

The plan reported a net loss of $102M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan's outsized position by total assets

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan vs every filed plan by assets

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

$415,384,132 Top 2% higher than 98% 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 & Hostetler LLP Basic/Step-Rate Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker & Hostetler LLP Basic/Step-Rate Retirement Plan lands in the large band (1,076 participants).

DOL schedule card

Filing strip 340082025 · Baker & Hostetler LLP PY 2022 · Money Purchase

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan · $415M · 1,076 · 98th

  • SCH $415M
  • EBSA 1,076
  • PART 98th
  • TYPE Money Purchase
  • NET near Telephone and Data Systems, Inc. Pension Plan
  • BOOK ind #21196

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 Ohio →

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan in the asset neighbourhood

Kaiser Permanente Washington Defined Contribution PlanKaiser Permanente Washington…$422MNECA-IBEW Local 364 Defined Contribution PlanNECA-IBEW Local 364 Defined …$418MBaker & Hostetler LLP Basic/Step-Rate Retirement PlanBaker & Hostetler LLP Basic/…$415MTelephone and Data Systems, Inc. Pension PlanTelephone and Data Systems, …$414MPension Trust Fund for Operating Engineers Annuity PlanPension Trust Fund for Opera…$405M
End-of-year total assets ($M) among Baker & Hostetler LLP Basic/Step-Rate Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$517M
Net Assets (End of Year)$415M
Net Income-$102M
Employer EIN340082025
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker & Hostetler LLP)

Sponsor-wide plan assets over time

All Baker & Hostetler LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 30.695418562532513% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.93B $1.21B ▲ +30.1%
Year Plans Participants Total Assets
2022 4 3,274 $930M
2023 4 3,008 $1.1B
2024 3 3,093 $1.2B

Nearby Money Purchase Plans in Ohio

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

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Baker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement PlanNorthwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan, Total assets ($B): 0.295836274 · Participants: 2517Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Telephone and Data Systems, Inc. Pension Plan in WI ($414M); by covered participants it is Laborers' Local #157 Annuity Fund in NY (1,076 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,076 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 & Hostetler LLP Basic/Step-Rate Retirement Plan assets move in 2022? ▼
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan declined sharply - down 19.7% during 2022, from $517M to $415M. Reported net income was -$102M.
How have Baker & Hostetler LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker & Hostetler LLP's sponsor-wide assets grew 30.7%, from $930M to $1.2B.
Where does Baker & Hostetler LLP Basic/Step-Rate Retirement Plan rank by assets among Form 5500 filers? ▼
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Baker & Hostetler LLP Basic/Step-Rate Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Telephone and Data Systems, Inc. Pension Plan in WI ($414M, 5,694 participants).
Which Money Purchase plans cover a similar participant headcount to Baker & Hostetler LLP Basic/Step-Rate Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Laborers' Local #157 Annuity Fund in NY (1,076 participants, $24M in assets).