Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Ba Holdings, Inc. Defined Benefit Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ba Holdings, Inc. · California · Management of Enterprises

What the 2023 filing shows

Ba Holdings, Inc. Defined Benefit Pension Plan holds $28M for 97 participants — about $289,259 per participant, down 40.1% over the 2022 plan year.

$28M
total plan assets (2022 EOY)
97
covered participants
$289,259
avg assets per participant
-40.1%
assets change YoY

The plan reported a net loss of $19M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$28M
Participants
97
State
Industry
Management of Enterprises

What the Filing Says About Ba Holdings, Inc. Defined Benefit Pension Plan

Ba Holdings, Inc. Defined Benefit Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Ba Holdings, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 97 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 330712701, and the plan has been effective since 1996-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $47M at the beginning of 2022 to $28M at year-end — a decline of 40.1%. Net assets (after liabilities) closed the year at $28M, with reported net income of $-19,072,461 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$47M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$-19,072,461
Plan TypeDefined Benefit (Pension)
Employer EIN330712701
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ba Holdings, Inc.)

Year Plans Participants Total Assets
2022 2 920 $90M
2023 2 796 $65M
2024 1 792 $68M

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the Ba Holdings, Inc. Defined Benefit Pension Plan?
As of the 2022 Form 5500 filing, Ba Holdings, Inc. Defined Benefit Pension Plan holds $28M in total assets with 97 participants. It is sponsored by Ba Holdings, Inc..
What type of plan is Ba Holdings, Inc. Defined Benefit Pension Plan?
Ba Holdings, Inc. Defined Benefit Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1996-03-01. The plan is filed with the U.S. Department of Labor under EIN 330712701.
Who sponsors the Ba Holdings, Inc. Defined Benefit Pension Plan?
Ba Holdings, Inc. Defined Benefit Pension Plan is sponsored by Ba Holdings, Inc., located in California. The sponsor's EIN is 330712701 and the plan operates in the Management of Enterprises industry.
How did Ba Holdings, Inc. Defined Benefit Pension Plan perform in 2022?
Ba Holdings, Inc. Defined Benefit Pension Plan declined by 40.1% during 2022, moving from $47M to $28M in total assets. Net income was $-19,072,461.
Where can I find official filings for Ba Holdings, Inc. Defined Benefit Pension Plan?
Official Form 5500 filings for Ba Holdings, Inc. Defined Benefit Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330712701 or plan name at efast.dol.gov.
How does Ba Holdings, Inc. Defined Benefit Pension Plan compare to other plans?
You can compare Ba Holdings, Inc. Defined Benefit Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 330712701.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.