Other · DOL Form 5500 · 2023

Baker Osinski Kensinger Funeral Hm Retirement Plan

Data updated 2026-08-25

$557K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$278,352
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baker Funeral Homes Inc. Profit Sharing Plan · Sponsored by Baker Osinski Kensinger Funeral Hm · Ohio · Other Services

$557K in assets, 2 participants

Baker Osinski Kensinger Funeral Hm's Baker Funeral Homes Inc. Profit Sharing Plan reported $557K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,159 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Baker Funeral Homes Inc. Profit Sharing Plan ranks #3,159 of 7,857 2023 filers by assets (3605% of the sector average)-$557K for 2 participants.

#3,159
in Other Services (7,857 peers)
+3.1%
assets growth YoY

Baker Funeral Homes Inc. Profit Sharing Plan among the smaller filed plans by assets

Baker Funeral Homes Inc. Profit Sharing Plan vs every filed plan by assets

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

$556,703 19th percentile higher than 19% 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

Baker Funeral Homes Inc. Profit Sharing 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. Baker Funeral Homes Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baker Funeral Homes Inc. Profit Sharing Plan reported net income rose from -$210K in the plan year 2022 filing to $17K in the plan year 2023 filing.
  • Baker Funeral Homes Inc. Profit Sharing Plan end-of-year assets rose from $540K in the plan year 2022 filing to $557K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340906965 · Baker Osinski Kensinger Funeral Hm PY 2023 · Other

Baker Funeral Homes Inc. Profit Sharing Plan · $557K · 2 · 19th

  • EOY $557K
  • EOY 2
  • EOY 19th
  • EOY Other
  • EOY near Ascend Rehab Profit Sharing Plan
  • EOY ind #3159

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 Ohio →

Baker Funeral Homes Inc. Profit Sharing Plan in the asset neighbourhood

Back Mountain Library Association Retirement PlanBack Mountain Library Associ…$568KBaker Funeral Homes Inc. Profit Sharing PlanBaker Funeral Homes Inc. Pro…$557KAscend Rehab Profit Sharing PlanAscend Rehab Profit Sharing …$565KPreferred Behavioral Health of Nj, Inc. ERISA 403(b) PlanPreferred Behavioral Health …$547KRalph Lauren Puerto Rico, Inc. Retirement Savings PlanRalph Lauren Puerto Rico, In…$539K
End-of-year total assets ($M) among Baker Funeral Homes Inc. Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$540K
Net Assets (End of Year)$557K
Net Income$17K
Employer EIN340906965
Plan Effective Date1987-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker Osinski Kensinger Funeral Hm)

Sponsor-wide plan assets over time

All Baker Osinski Kensinger Funeral Hm plans reported in each filing year

Latest sponsor-wide plan assets
$307K 43.08776973619619% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.54M $0.31M ▼ -42.6%
Year Plans Participants Total Assets
2022 1 2 $540K
2023 1 2 $557K
2024 1 2 $307K

Nearby Other Plans in Ohio

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

Baker Funeral Homes Inc. Profit Sharing Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Baker Funeral Homes Inc. Profit Sharing Plan, Total assets ($B): 0.000556703 · Participants: 2Baker Funeral Homes Inc. Profit Sharing PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Baker Funeral Homes Inc. Profit Sharing Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Baker Funeral Homes Inc. Profit Sharing Plan side-by-side with 3 peers →

Baker Funeral Homes Inc. Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Ascend Rehab Profit Sharing Plan in CA ($565K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Baker Funeral Homes Inc. Profit Sharing Plan assets move in 2023? ▼
Baker Funeral Homes Inc. Profit Sharing Plan edged up modestly - up 3.1% during 2023, from $540K to $557K. Reported net income was $17K.
How have Baker Osinski Kensinger Funeral Hm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker Osinski Kensinger Funeral Hm's sponsor-wide assets declined 43.1%, from $540K to $307K.
Where does Baker Funeral Homes Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baker Funeral Homes Inc. Profit Sharing Plan ranks in the 19th 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 Other plans are similar in size to Baker Funeral Homes Inc. Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Ascend Rehab Profit Sharing Plan in CA ($565K, 102 participants).
Which Other plans cover a similar participant headcount to Baker Funeral Homes Inc. Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 340906965.

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.