401(k) · DOL Form 5500 · 2022

Baron Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$285M
Total assets Near avg plan size
168
Participants Small participant base
97th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Baron Capital, Inc. 401(k) Profit Sharing Plan · Sponsored by Baron Capital, Inc. · New York · Finance & Insurance

$285M in assets, 168 participants

Baron Capital, Inc.'s Baron Capital, Inc. 401(k) Profit Sharing Plan reported $285M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,723 in Finance & Insurance (9,261 peers)

Coverage in New York

Baron Capital, Inc. 401(k) Profit Sharing Plan covers 168 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $285M.

#8,723
in Finance & Insurance (9,261 peers)
-7.3%
assets change YoY
2.9×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baron Capital, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Baron Capital, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$285,028,883 Top 3% higher than 97% 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

Baron Capital, Inc. 401(k) Profit Sharing 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. Baron Capital, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (168 participants).

Form 5500 schedule snapshot

Filing strip 133107580 · Baron Capital, Inc. PY 2022 · 401(k)

Baron Capital, Inc. 401(k) Profit Sharing Plan · $285M · 168 · 97th

  • ASSETS $285M
  • PCT 168
  • EIN 97th
  • RANK 401(k)
  • PHOTO near Lawrence & Memorial Hospital 401(k) Plan
  • IND ind #8723

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 New York →

Baron Capital, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pohlad Companies Retirement Savings PlanPohlad Companies Retirement …$286MEnpro Industries, Inc. Retirement Savings PlanEnpro Industries, Inc. Retir…$285MThe Infirmary 401(k) Plan$285MBaron Capital, Inc. 401(k) Profit Sharing PlanBaron Capital, Inc. 401(k) P…$285MLawrence & Memorial Hospital 401(k) PlanLawrence & Memorial Hospital…$285M
End-of-year total assets ($M) among Baron Capital, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$308M
Net Assets (End of Year)$285M
Net Income-$23M
Employer EIN133107580
Plan Effective Date1982-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Baron Capital, Inc.)

Sponsor-wide plan assets over time

All Baron Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$354M 24.156015444932997% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $285M $354M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 168 $285M
2023 1 192 $310M
2024 1 208 $354M

Nearby 401(k) Plans in New York

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

Baron Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Baron Capital, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.285028883 · Participants: 168Baron Capital, Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Baron Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Baron Capital, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Baron Capital, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lawrence & Memorial Hospital 401(k) Plan in CT ($285M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($285M here).

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Baron Capital, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Baron Capital, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 7.3% during 2022, from $308M to $285M. Reported net income was -$23M.
How have Baron Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baron Capital, Inc.'s sponsor-wide assets grew 24.2%, from $285M to $354M.
Where does Baron Capital, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baron Capital, Inc. 401(k) Profit Sharing Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Baron Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lawrence & Memorial Hospital 401(k) Plan in CT ($285M, 4,452 participants).
Which 401(k) plans cover a similar participant headcount to Baron Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 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 133107580.

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.