401(k) · DOL Form 5500 · 2023

Baum, Smith LLC 401(k) Plan

Data updated 2026-08-25

$503K
Total assets Small plan by assets
7
Participants Small participant base
18th
Percentile by assets National rank
$71,908
Avg per participant Below avg balance/head
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Official DOL plan name: Baum, Smith LLC 401(k) Psp&t · Sponsored by Baum, Smith LLC · Oregon · Professional & Technical Services

$503K in assets, 7 participants

Baum, Smith LLC's Baum, Smith LLC 401(k) Psp&t reported $503K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,749 in Professional & Technical Services (20,321 peers)

Baum, Smith LLC multi-year trail

Baum, Smith LLC's plans moved +67.3% in assets from 2022 to 2023; this filing shows Baum, Smith LLC 401(k) Psp&t at $503K / 7 participants.

#2,749
in Professional & Technical Services (20,321 peers)
+67.3%
assets growth YoY

Baum, Smith LLC 401(k) Psp&t among the smaller filed plans by assets

Baum, Smith LLC 401(k) Psp&t vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$503,356 18th percentile higher than 18% of 127,068 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 2023

Baum, Smith LLC 401(k) Psp&t among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baum, Smith LLC 401(k) Psp&t is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baum, Smith LLC 401(k) Psp&t reported net income rose from -$142K in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • Baum, Smith LLC 401(k) Psp&t end-of-year assets rose from $301K in the plan year 2022 filing to $503K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271500240 · Baum, Smith LLC PY 2023 · 401(k)

Baum, Smith LLC 401(k) Psp&t · $503K · 7 · 18th

  • EIN $503K
  • RANK 7
  • PHOTO 18th
  • IND 401(k)
  • EOY near Second Home Care, Inc. 401(k) Plan
  • 5500 ind #2749

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Baum, Smith LLC 401(k) Psp&t in the asset neighbourhood

Baum, Smith LLC 401(k) Psp&t$503KSecond Home Care, Inc. 401(k) PlanSecond Home Care, Inc. 401(k…$504KLightning Express Delivery Service, Inc. 401(k) Profit Sharing Plan and TrustLightning Express Delivery S…$504KAspen Laud 401(k) Trust$503KAlmond Dental 401(k) Profit Sharing Plan & TrustAlmond Dental 401(k) Profit …$503K
End-of-year total assets ($M) among Baum, Smith LLC 401(k) Psp&t and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Baum, Smith LLC multi-year asset trail

Sponsor-wide plan assets over time

All Baum, Smith LLC plans reported in each filing year

Latest sponsor-wide plan assets
$503K 67.30572359236854% vs 2022
2023 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 20222023 $0.3M $0.5M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 7 $301K
2023 1 7 $503K

Baum, Smith LLC filing trail (2023)

Total Assets (Beginning of Year)$301K
Net Assets (End of Year)$503K
Net Income$202K
Employer EIN271500240
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Baum, Smith LLC 401(k) Psp&t vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Baum, Smith LLC 401(k) Psp&t, Total assets ($B): 0.000503356 · Participants: 7Baum, Smith LLC 401(k) Psp&t401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Baum, Smith LLC 401(k) Psp&t vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Baum, Smith LLC 401(k) Psp&t side-by-side with 3 peers →

Baum, Smith LLC 401(k) Psp&t's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Second Home Care, Inc. 401(k) Plan in CA ($504K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baum, Smith LLC 401(k) Psp&t assets move in 2023? ▼
Baum, Smith LLC 401(k) Psp&t surged - up 67.3% during 2023, from $301K to $503K. Reported net income was $202K.
How have Baum, Smith LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Baum, Smith LLC's sponsor-wide assets grew 67.3%, from $301K to $503K.
Where does Baum, Smith LLC 401(k) Psp&t rank by assets among Form 5500 filers? ▼
Baum, Smith LLC 401(k) Psp&t ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Baum, Smith LLC 401(k) Psp&t? ▼
Among 401(k) plans in other states, the closest by assets is Second Home Care, Inc. 401(k) Plan in CA ($504K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Baum, Smith LLC 401(k) Psp&t? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271500240.

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.