401(k) · DOL Form 5500 · 2023

Babylon Investments, Inc. 401(k) Plan

Data updated 2026-08-11

$704K
Total assets
17
Participants
21st
Percentile by assets
$41,436
Avg per participant
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Official DOL plan name: Babylon Investments, Inc. 401(k) Plan · Sponsored by Babylon Investments, Inc. · Texas · Other Services

$704K in assets, 17 participants

Babylon Investments, Inc.'s Babylon Investments, Inc. 401(k) Plan reported $704K in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 127,072 plans)
  • #3,422 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Babylon Investments, Inc. 401(k) Plan ranks #3,422 of 7,857 2023 filers by assets (2849% of the sector average)-$704K for 17 participants.

$704K
total plan assets (2023 EOY)
17
covered participants
21st
percentile by assets (of 127,072 plans)
$41,436
avg assets per participant

The plan reported a net loss of $311K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Babylon Investments, Inc. 401(k) Plan sits by total assets

Babylon Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$704,409 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Babylon Investments, Inc. 401(k) Plan reported net income fell from $368K in the plan year 2022 filing to -$311K in the plan year 2023 filing.
  • Babylon Investments, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $704K in the plan year 2023 filing.
  • Babylon Investments, Inc. 401(k) Plan reported participants rose from 15 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Other Services

Rank #3,422 in Other Services

Among 7,857 Other Services plans that filed a Form 5500 for plan year 2023, Babylon Investments, Inc. 401(k) Plan ranks #3,422 by end-of-year assets - about 2849% of the sector average of $20M. Nationally it sits in the 21st percentile, a stronger position within its industry than across all filers.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$704K
Net Income-$311K
Employer EIN474331638
Plan Effective Date2015-06-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Babylon Investments, Inc.)

$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $1.02M $0.73M ▼ -28.4%
Total plan assets by year, all Babylon Investments, Inc. plans on file
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 17 $704K
2024 1 16 $727K

Nearby 401(k) Plans in Texas

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

Babylon Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Babylon Investments,…, Total assets ($B): 0.000704409 · Participants: 17Babylon Investments,…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Babylon Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Babylon Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Babylon Investments, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Babylon Investments, Inc. 401(k) Plan assets move in 2023? ▼
Babylon Investments, Inc. 401(k) Plan contracted severely - down 30.6% during 2023, from $1M to $704K. Reported net income was -$311K.
How have Babylon Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Babylon Investments, Inc.'s sponsor-wide assets declined 28.4%, from $1M to $727K.
Where does Babylon Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Babylon Investments, Inc. 401(k) Plan ranks in the 21st 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 Babylon Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lionhearted, Inc. 401(k) Profit Sharing Plan in NC ($705K, 4 participants).

Next read for Babylon Investments, Inc. 401(k) Plan

Filing takeaways

Ways to act on Babylon Investments, Inc. 401(k) Plan's numbers.

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 474331638.

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.