401(k) · DOL Form 5500 · 2023

Baxter Hodell Donnelly Preston, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
163
Participants Small participant base
76th
Percentile by assets National rank
$150,801
Avg per participant Above avg balance/head
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Official DOL plan name: Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust · Sponsored by Baxter Hodell Donnelly Preston, Inc. · Ohio · Professional & Technical Services

$25M in assets, 163 participants

Baxter Hodell Donnelly Preston, Inc.'s Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust reported $25M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,545 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust covers 163 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#15,545
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust's outsized position by total assets

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust vs every filed plan by assets

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

$24,580,552 Top 24% higher than 76% 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

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust reported participants rose from 126 in the plan year 2022 filing to 163 in the plan year 2023 filing.
  • Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311190740 · Baxter Hodell Donnelly Preston, Inc. PY 2023 · 401(k)

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust · $25M · 163 · 76th

  • PHOTO $25M
  • IND 163
  • EOY 76th
  • 5500 401(k)
  • ASSETS near Semblex Corporation Employee Profit Sharing & 401(k) Plan
  • PCT ind #15545

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 Ohio →

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust in the asset neighbourhood

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and TrustBaxter Hodell Donnelly Prest…$25MSemblex Corporation Employee Profit Sharing & 401(k) PlanSemblex Corporation Employee…$25MPersonify Corporation 401(k) PlanPersonify Corporation 401(k)…$25MVirginia Transformer Corp Profit Sharing and Retirement PlanVirginia Transformer Corp Pr…$25MPala Group, Inc. Savings Plan and TrustPala Group, Inc. Savings Pla…$25M
End-of-year total assets ($M) among Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN311190740
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baxter Hodell Donnelly Preston, Inc.)

Sponsor-wide plan assets over time

All Baxter Hodell Donnelly Preston, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 48.12050090520379% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.8M $30.8M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 126 $21M
2023 1 163 $25M
2024 1 182 $31M

Nearby 401(k) Plans in Ohio

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

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust, Total assets ($B): 0.024580552 · Participants: 163Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust side-by-side with 3 peers →

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Semblex Corporation Employee Profit Sharing & 401(k) Plan in IL ($25M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust assets move in 2023? ▼
Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust grew sharply - up 18.0% during 2023, from $21M to $25M. Reported net income was $4M.
How have Baxter Hodell Donnelly Preston, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baxter Hodell Donnelly Preston, Inc.'s sponsor-wide assets grew 48.1%, from $21M to $31M.
Where does Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust rank by assets among Form 5500 filers? ▼
Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Semblex Corporation Employee Profit Sharing & 401(k) Plan in IL ($25M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 311190740.

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.