Defined Benefit (Pension) · DOL Form 5500 · 2022

H. J. Baker & Bro., LLC Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
19
Participants Small participant base
82nd
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: H. J. Baker & Bro., LLC Employees' Retirement Plan · Sponsored by H. J. Baker & Bro., LLC · Connecticut · Manufacturing

$29M in assets, 19 participants

H. J. Baker & Bro., LLC's H. J. Baker & Bro., LLC Employees' Retirement Plan reported $29M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,427 in Manufacturing (20,602 peers)

Where H. J. Baker & Bro., LLC Employees' Retirement Plan sits by assets

H. J. Baker & Bro., LLC Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 19 participants (~$1.5M/participant), down 19.6% in 2022.

#15,427
in Manufacturing (20,602 peers)
-19.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H. J. Baker & Bro., LLC Employees' Retirement Plan's outsized position by total assets

H. J. Baker & Bro., LLC Employees' Retirement Plan vs every filed plan by assets

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

$28,751,068 Top 18% higher than 82% 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 & Bro., LLC Employees' Retirement 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 & Bro., LLC Employees' Retirement Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 814867907 · H. J. Baker & Bro., LLC PY 2022 · Defined Benefit (Pension)

H. J. Baker & Bro., LLC Employees' Retirement Plan · $29M · 19 · 82nd

  • SCH $29M
  • SCH 19
  • SCH 82nd
  • SCH Defined Benefit (Pension)
  • SCH near Nmc Retirement Plan
  • SCH ind #15427

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 Connecticut →

H. J. Baker & Bro., LLC Employees' Retirement Plan in the asset neighbourhood

Laborers Local No. 265 Pension PlanLaborers Local No. 265 Pensi…$29MH. J. Baker & Bro., LLC Employees' Retirement PlanH. J. Baker & Bro., LLC Empl…$29MNmc Retirement Plan$29MDrs Sustainment Systems, Inc. Union Pension PlanDrs Sustainment Systems, Inc…$29MDefined Benefit Pension Plan of Covenant House, Inc.Defined Benefit Pension Plan…$29M
End-of-year total assets ($M) among H. J. Baker & Bro., LLC Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$29M
Net Income-$7M
Employer EIN814867907
Plan Effective Date1950-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (H. J. Baker & Bro., LLC)

Sponsor-wide plan assets over time

All H. J. Baker & 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

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

H. J. Baker & Bro., LLC Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants H. J. Baker & Bro., LLC Employees' Retirement Plan, Total assets ($B): 0.028751068 · Participants: 19H. J. Baker & Bro., LLC Employees' Retirement PlanGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
H. J. Baker & Bro., LLC Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare H. J. Baker & Bro., LLC Employees' Retirement Plan side-by-side with 3 peers →

H. J. Baker & Bro., LLC Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Nmc Retirement Plan in AZ ($29M); by covered participants it is Advanced Polymer, Inc. Cash Balance Plan in NJ (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 & Bro., LLC Employees' Retirement Plan assets move in 2022? ▼
H. J. Baker & Bro., LLC Employees' Retirement Plan declined sharply - down 19.6% during 2022, from $36M to $29M. Reported net income was -$7M.
How have H. J. Baker & Bro., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. J. Baker & Bro., LLC's sponsor-wide assets grew 14.4%, from $45M to $51M.
Where does H. J. Baker & Bro., LLC Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
H. J. Baker & Bro., LLC Employees' Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to H. J. Baker & Bro., LLC Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nmc Retirement Plan in AZ ($29M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to H. J. Baker & Bro., LLC Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Advanced Polymer, Inc. Cash Balance Plan in NJ (19 participants, $4K 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.