401(k) · DOL Form 5500 · 2022

James Baker Group Inc 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
110
Participants Small participant base
89th
Percentile by assets National rank
$505,398
Avg per participant High balance/head
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Official DOL plan name: James Baker Group, Inc. 401(k) Plan · Sponsored by James Baker Group Inc · Oklahoma · Finance & Insurance

$56M in assets, 110 participants

James Baker Group Inc's James Baker Group, Inc. 401(k) Plan reported $56M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,595 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

James Baker Group, Inc. 401(k) Plan covers 110 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $56M.

#7,595
in Finance & Insurance (9,261 peers)
-10.4%
assets change YoY
0.6×
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.

James Baker Group, Inc. 401(k) Plan's outsized position by total assets

James Baker Group, Inc. 401(k) Plan vs every filed plan by assets

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

$55,593,770 Top 11% higher than 89% 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

James Baker Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Baker Group, Inc. 401(k) Plan sits mid-pack in the medium band (110 participants).

DOL schedule card

Filing strip 731402976 · James Baker Group Inc PY 2022 · 401(k)

James Baker Group, Inc. 401(k) Plan · $56M · 110 · 89th

  • BOOK $56M
  • VS-ST 110
  • BOY 89th
  • SCH 401(k)
  • EBSA near Abc Appliance, Inc. Profit Sharing Plan and Trust
  • PART ind #7595

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

James Baker Group, Inc. 401(k) Plan in the asset neighbourhood

Egan Company 401(k) and Profit Sharing PlanEgan Company 401(k) and Prof…$56MLtimindtree Limited 401(k) PlanLtimindtree Limited 401(k) P…$56MJames Baker Group, Inc. 401(k) PlanJames Baker Group, Inc. 401(…$56MAbc Appliance, Inc. Profit Sharing Plan and TrustAbc Appliance, Inc. Profit S…$56MStony Brook Business Ventures, LLC 401(k) PlanStony Brook Business Venture…$56M
End-of-year total assets ($M) among James Baker Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$56M
Net Income-$6M
Employer EIN731402976
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Baker Group Inc)

Sponsor-wide plan assets over time

All James Baker Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$74M 33.49151712503038% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.6M $74.2M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 110 $56M
2023 1 104 $66M
2024 1 111 $74M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

James Baker Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants James Baker Group, Inc. 401(k) Plan, Total assets ($B): 0.05559377 · Participants: 110James Baker Group, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
James Baker Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare James Baker Group, Inc. 401(k) Plan side-by-side with 3 peers →

James Baker Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Abc Appliance, Inc. Profit Sharing Plan and Trust in MI ($56M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 James Baker Group, Inc. 401(k) Plan assets move in 2022? ▼
James Baker Group, Inc. 401(k) Plan pulled back noticeably - down 10.4% during 2022, from $62M to $56M. Reported net income was -$6M.
How have James Baker Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Baker Group Inc's sponsor-wide assets grew 33.5%, from $56M to $74M.
Where does James Baker Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
James Baker Group, Inc. 401(k) Plan ranks in the 89th 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 401(k) plans are similar in size to James Baker Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abc Appliance, Inc. Profit Sharing Plan and Trust in MI ($56M, 570 participants).
Which 401(k) plans cover a similar participant headcount to James Baker Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants, N/A 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 731402976.

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.