401(k) · DOL Form 5500 · 2022
Baron Capital, Inc. 401(k) Plan
Data updated 2026-08-11
- $285M
- Total assets
- 168
- Participants
- 97th
- Percentile by assets
- $1.7M
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $285M
- total plan assets (2022 EOY)
- 168
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $1.7M
- avg assets per participant
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.
Where Baron Capital, Inc. 401(k) Profit Sharing Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Baron Capital, Inc. 401(k) Profit Sharing Plan reports 168 participants - about 21% of that state average ($285M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $308M |
|---|---|
| Net Assets (End of Year) | $285M |
| Net Income | -$23M |
| Employer EIN | 133107580 |
| Plan Effective Date | 1982-05-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baron Capital, Inc.)
| 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
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Baron Capital, Inc. 401(k) Profit Sharing Plan by total assets, not by location.
- Lawrence & Memorial Hospital 401(k) Plan (CT) $285M · 4,452
- The Infirmary 401(k) Plan (AL) $285M · 5,409
- Enpro Industries, Inc. Retirement Savings Plan (NC) $285M · 1,790
- Pohlad Companies Retirement Savings Plan (MN) $286M · 1,155
Frequently Asked Questions
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Filing takeaways
Ways to act on Baron Capital, Inc. 401(k) Profit Sharing Plan's numbers.
- By total assets, Baron Capital, Inc. 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Baron Capital, Inc.'s sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Finance & Insurance plans