401(k)
2022 plan-year 401(k) DOL Form 5500

Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust

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

Sponsored by Alan Baird Industries, Inc · New Jersey · Manufacturing

What the 2023 filing shows

Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust holds $6M for 126 participants — about $51,485 per participant, down 10.0% over the 2022 plan year.

$6M
total plan assets (2022 EOY)
126
covered participants
$51,485
avg assets per participant
-10.0%
assets change YoY

The plan reported a net loss of $724K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$6M
Participants
126
State
Industry
Manufacturing

What the Filing Says About Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust

Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Alan Baird Industries, Inc, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 126 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 223000811, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2022 to $6M at year-end — a decline of 10.0%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-724,155 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)$7M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-724,155
Plan Type401(k)
Employer EIN223000811
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alan Baird Industries, Inc)

Year Plans Participants Total Assets
2022 1 126 $6M
2023 1 139 $9M
2024 1 164 $10M

Nearby 401(k) Plans in New Jersey

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Frequently Asked Questions

How much money is in the Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust?
As of the 2022 Form 5500 filing, Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust holds $6M in total assets with 126 participants. It is sponsored by Alan Baird Industries, Inc.
What type of plan is Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust?
Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 223000811.
Who sponsors the Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust?
Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust is sponsored by Alan Baird Industries, Inc, located in New Jersey. The sponsor's EIN is 223000811 and the plan operates in the Manufacturing industry.
How did Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust perform in 2022?
Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust declined by 10.0% during 2022, moving from $7M to $6M in total assets. Net income was $-724,155.
Where can I find official filings for Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 223000811 or plan name at efast.dol.gov.
How does Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Alan Baird Industries, Inc 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 223000811.

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.