ESOP · DOL Form 5500 · 2022

Baxter, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
31st
Percentile by assets National rank
$126,423
Avg per participant Near avg balance/head
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Official DOL plan name: Baxter Employee Stock Ownership Plan · Sponsored by Baxter, Inc. · Massachusetts · Construction

$2M in assets, 13 participants

Baxter, Inc.'s Baxter Employee Stock Ownership Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,814 in Construction (9,927 peers)

Baxter, Inc. multi-year trail

Baxter, Inc.'s plans moved +44.5% in assets from 2022 to 2024; this filing shows Baxter Employee Stock Ownership Plan at $2M / 13 participants.

#2,814
in Construction (9,927 peers)
+79.1%
assets growth YoY

Baxter Employee Stock Ownership Plan among the smaller filed plans by assets

Baxter Employee Stock Ownership Plan vs every filed plan by assets

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

$1,643,500 31st percentile higher than 31% 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

Baxter Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baxter Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043026692 · Baxter, Inc. PY 2022 · ESOP

Baxter Employee Stock Ownership Plan · $2M · 13 · 31st

  • EBSA $2M
  • EBSA 13
  • EBSA 31st
  • EBSA ESOP
  • EBSA near Incom Mechanical Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #2814

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 What is an ESOP? → · Plans in Massachusetts →

Baxter Employee Stock Ownership Plan in the asset neighbourhood

Mcclung Printing, Inc. Employee Stock Ownership Plan and TrustMcclung Printing, Inc. Emplo…$2MBaxter Employee Stock Ownership PlanBaxter Employee Stock Owners…$2MIncom Mechanical Inc. Employee Stock Ownership Plan and TrustIncom Mechanical Inc. Employ…$2MElectronic Business Machines, Inc. Employee Stock Ownership Plan and Trust AgreementElectronic Business Machines…$2MJ & K Security Solutions, Inc. Employee Stock Ownership PlanJ & K Security Solutions, In…$2M
End-of-year total assets ($M) among Baxter Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Baxter, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Baxter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.51201703681168% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.64M $2.38M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 12 $2M
2024 1 14 $2M

Baxter, Inc. filing trail (2022)

Total Assets (Beginning of Year)$918K
Net Assets (End of Year)-$2M
Net Income$1M
Employer EIN043026692
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Baxter Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Baxter Employee Stock Ownership Plan, Total assets ($M): 1.6435 · Participants: 13Baxter Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Baxter Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Baxter Employee Stock Ownership Plan side-by-side with 3 peers →

Baxter Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Incom Mechanical Inc. Employee Stock Ownership Plan and Trust in CA ($2M); by covered participants it is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Baxter Employee Stock Ownership Plan assets move in 2022? ▼
Baxter Employee Stock Ownership Plan surged - up 79.1% during 2022, from $918K to $2M. Reported net income was $1M.
How have Baxter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baxter, Inc.'s sponsor-wide assets grew 44.5%, from $2M to $2M.
Which ESOP plans are similar in size to Baxter Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Incom Mechanical Inc. Employee Stock Ownership Plan and Trust in CA ($2M, 36 participants).
Which ESOP plans cover a similar participant headcount to Baxter Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 participants, $2M 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 043026692.

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.