401(k) · DOL Form 5500 · 2023

Baxter Planning Systems Opco, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
71
Participants Small participant base
68th
Percentile by assets National rank
$215,758
Avg per participant Above avg balance/head
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Official DOL plan name: Bps 401(k) Plan · Sponsored by Baxter Planning Systems Opco, LLC · Texas · Professional & Technical Services

$15M in assets, 71 participants

Baxter Planning Systems Opco, LLC's Bps 401(k) Plan reported $15M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,602 in Professional & Technical Services (20,321 peers)

Baxter Planning Systems Opco, LLC multi-year trail

Baxter Planning Systems Opco, LLC's plans moved +49.0% in assets from 2022 to 2024; this filing shows Bps 401(k) Plan at $15M / 71 participants.

#13,602
in Professional & Technical Services (20,321 peers)
+19.8%
assets growth YoY

Bps 401(k) Plan's outsized position by total assets

Bps 401(k) Plan vs every filed plan by assets

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

$15,318,802 Top 32% higher than 68% 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

Bps 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bps 401(k) Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bps 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bps 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Bps 401(k) Plan reported participants fell from 74 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822116114 · Baxter Planning Systems Opco, LLC PY 2023 · 401(k)

Bps 401(k) Plan · $15M · 71 · 68th

  • BOY $15M
  • BOY 71
  • BOY 68th
  • BOY 401(k)
  • BOY near Bane-Welker Equipment, LLC 401(k) Plan
  • BOY ind #13602

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 Texas →

Bps 401(k) Plan in the asset neighbourhood

Bps 401(k) Plan$15MBane-Welker Equipment, LLC 401(k) PlanBane-Welker Equipment, LLC 4…$15MCar-Part.Com 401(k) Plan$15MVermont Academy Defined Contribution Retirement PlanVermont Academy Defined Cont…$15MTalascend, LLC 401(k) Plan$15M
End-of-year total assets ($M) among Bps 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Baxter Planning Systems Opco, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Baxter Planning Systems Opco, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 49.02338106472441% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.8M $19.1M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 74 $13M
2023 1 71 $15M
2024 1 67 $19M

Baxter Planning Systems Opco, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN822116114
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Bps 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bps 401(k) Plan, Total assets ($B): 0.015318802 · Participants: 71Bps 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Bps 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bps 401(k) Plan side-by-side with 3 peers →

Bps 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bane-Welker Equipment, LLC 401(k) Plan in IN ($15M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Bps 401(k) Plan assets move in 2023? ▼
Bps 401(k) Plan grew sharply - up 19.8% during 2023, from $13M to $15M. Reported net income was $3M.
How have Baxter Planning Systems Opco, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baxter Planning Systems Opco, LLC's sponsor-wide assets grew 49.0%, from $13M to $19M.
Which 401(k) plans are similar in size to Bps 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bane-Welker Equipment, LLC 401(k) Plan in IN ($15M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Bps 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 822116114.

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.