Other · DOL Form 5500 · 2022
BAKERRIPLEY Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 1,406
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $22,023
- Avg per participant Low balance/head
Official DOL plan name: Bakerripley 403(b) Plan · Sponsored by BAKERRIPLEY · Texas · Healthcare & Social Assistance
$31M in assets, 1,406 participants
BAKERRIPLEY's Bakerripley 403(b) Plan reported $31M in total assets and 1,406 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,214 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Bakerripley 403(b) Plan covers 1,406 participants in Texas, 2.0x the typical Texas plan (state average ~688 per filing). Assets: $31M.
- #17,214
- in Healthcare & Social Assistance (20,060 peers)
- -15.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bakerripley 403(b) Plan's outsized position by total assets
Bakerripley 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,964,977 Top 17% higher than 83% 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
Bakerripley 403(b) 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. Bakerripley 403(b) Plan lands in the large band (1,406 participants).
EBSA filing schedule strip
Filing strip 237062976 · BAKERRIPLEY PY 2022 · Other
Bakerripley 403(b) Plan · $31M · 1,406 · 83rd
- PART $31M
- PART 1,406
- PART 83rd
- PART Other
- PART near Charles F. Kettering Foundation Deferred Compensation Plan
- PART ind #17214
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Bakerripley 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$6M |
| Employer EIN | 237062976 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (BAKERRIPLEY)
Sponsor-wide plan assets over time
All BAKERRIPLEY plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 41.73415662475706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,406 | $31M |
| 2023 | 1 | 1,358 | $38M |
| 2024 | 1 | 1,358 | $44M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Bakerripley 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Charles F. Kettering Foundation Deferred Compensation Plan in OH ($31M); by covered participants it is Suffolk University Employee Retirement Plan in MA (1,406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,406 participants); asset peers above are excluded.
- Suffolk University Employee Retirement Plan (MA) 1,406 · 0 off
- Center for Family Support, Inc Retirement Plan (NY) 1,407 · 1 off
- Anderson Healthcare 403b Plan (IL) 1,405 · 1 off
- Bucknell University Defined Contribution Retirement Plan (PA) 1,403 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.