401(k) · DOL Form 5500 · 2023

Babylon Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$704K
Total assets Small plan by assets
17
Participants Small participant base
21st
Percentile by assets National rank
$41,436
Avg per participant Low balance/head
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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.

  • #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.

#3,422
in Other Services (7,857 peers)
-30.6%
assets change YoY

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.

Babylon Investments, Inc. 401(k) Plan among the smaller filed plans by 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 $2,050,000,000 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

Babylon Investments, Inc. 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. Babylon Investments, Inc. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 474331638 · Babylon Investments, Inc. PY 2023 · 401(k)

Babylon Investments, Inc. 401(k) Plan · $704K · 17 · 21st

  • EOY $704K
  • EOY 17
  • EOY 21st
  • EOY 401(k)
  • EOY near Lionhearted, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3422

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 Texas →

Babylon Investments, Inc. 401(k) Plan in the asset neighbourhood

Babylon Investments, Inc. 401(k) PlanBabylon Investments, Inc. 40…$704KLionhearted, Inc. 401(k) Profit Sharing PlanLionhearted, Inc. 401(k) Pro…$705KWhite Ranson Funeral Home, LLC Safe Harbor 401(k) PlanWhite Ranson Funeral Home, L…$704KCitizen Observer LLC 401(k) Profit Sharing Plan & TrustCitizen Observer LLC 401(k) …$705KFirst National Bank of Brownstown 401(k) Profit Sharing PlanFirst National Bank of Brown…$705K
End-of-year total assets ($M) among Babylon Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Babylon Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$727K 28.400941491614223% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $1.02M $0.73M ▼ -28.4%
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 ($B) Participants Babylon Investments, Inc. 401(k) Plan, Total assets ($B): 0.000704409 · Participants: 17Babylon Investments, Inc. 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
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 →

Babylon Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lionhearted, Inc. 401(k) Profit Sharing Plan in NC ($705K); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 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).
Which 401(k) plans cover a similar participant headcount to Babylon Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 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.