401(k) · DOL Form 5500 · 2023

Bauer Family Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$173K
Total assets Small plan by assets
5
Participants Small participant base
10th
Percentile by assets National rank
$34,676
Avg per participant Low balance/head
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Official DOL plan name: Bauer Family Enterprises, Inc. 401(k) Plan · Sponsored by Bauer Family Enterprises, Inc. · Florida · Other Services

$173K in assets, 5 participants

Bauer Family Enterprises, Inc.'s Bauer Family Enterprises, Inc. 401(k) Plan reported $173K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,637 in Other Services (7,857 peers)

Bauer Family Enterprises, Inc. multi-year trail

Bauer Family Enterprises, Inc.'s plans moved -14.6% in assets from 2022 to 2024; this filing shows Bauer Family Enterprises, Inc. 401(k) Plan at $173K / 5 participants.

#1,637
in Other Services (7,857 peers)
-8.3%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bauer Family Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Bauer Family Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$173,379 10th percentile higher than 10% 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

Bauer Family Enterprises, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bauer Family Enterprises, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bauer Family Enterprises, Inc. 401(k) Plan reported net income rose from -$117K in the plan year 2022 filing to -$16K in the plan year 2023 filing.
  • Bauer Family Enterprises, Inc. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Bauer Family Enterprises, Inc. 401(k) Plan end-of-year assets fell from $189K in the plan year 2022 filing to $173K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 832876890 · Bauer Family Enterprises, Inc. PY 2023 · 401(k)

Bauer Family Enterprises, Inc. 401(k) Plan · $173K · 5 · 10th

  • BOOK $173K
  • BOOK 5
  • BOOK 10th
  • BOOK 401(k)
  • BOOK near Radiation Physics & Engineering Inc. 401(k) Plan
  • BOOK ind #1637

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 Other Services retirement plans → · Plans in Florida →

Bauer Family Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Bauer Family Enterprises, Inc. 401(k) PlanBauer Family Enterprises, In…$173KRadiation Physics & Engineering Inc. 401(k) PlanRadiation Physics & Engineer…$173KRd Ventures 401(k)$173KSadie & Sons, Inc. 401(k) Profit Sharing PlanSadie & Sons, Inc. 401(k) Pr…$173KEmcc Ventures Inc. 401(k) PlanEmcc Ventures Inc. 401(k) Pl…$173K
End-of-year total assets ($M) among Bauer Family Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bauer Family Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bauer Family Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$162K 14.571934554489467% vs 2022
2024 filing year
$0.15M$0.16M$0.17M$0.18M$0.19M$0.2M 202220232024 $0.19M $0.16M ▼ -15.8%
Year Plans Participants Total Assets
2022 1 4 $189K
2023 1 5 $173K
2024 1 5 $162K

Bauer Family Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$189K
Net Assets (End of Year)$173K
Net Income-$16K
Employer EIN832876890
Plan Effective Date2018-12-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bauer Family Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bauer Family Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000173379 · Participants: 5Bauer Family Enterprises, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Bauer Family Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bauer Family Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Bauer Family Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Radiation Physics & Engineering Inc. 401(k) Plan in AZ ($173K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($173K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Bauer Family Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Bauer Family Enterprises, Inc. 401(k) Plan pulled back noticeably - down 8.3% during 2023, from $189K to $173K. Reported net income was -$16K.
How have Bauer Family Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bauer Family Enterprises, Inc.'s sponsor-wide assets declined 14.6%, from $189K to $162K.
Where does Bauer Family Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bauer Family Enterprises, Inc. 401(k) Plan ranks in the 10th 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 Bauer Family Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiation Physics & Engineering Inc. 401(k) Plan in AZ ($173K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Bauer Family Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 832876890.

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.