401(k) · DOL Form 5500 · 2023

Jim Baier, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
34
Participants Small participant base
39th
Percentile by assets National rank
$109,573
Avg per participant Below avg balance/head
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Official DOL plan name: Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Jim Baier, Inc. · Iowa · Retail Trade

$4M in assets, 34 participants

Jim Baier, Inc.'s Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,206 in Retail Trade (8,414 peers)

Jim Baier, Inc. multi-year trail

Jim Baier, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust at $4M / 34 participants.

#4,206
in Retail Trade (8,414 peers)
+15.5%
assets growth YoY

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,725,482 39th percentile higher than 39% 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

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$378K in the plan year 2022 filing to $499K in the plan year 2023 filing.
  • Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 39 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420982103 · Jim Baier, Inc. PY 2023 · 401(k)

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 34 · 39th

  • EOY $4M
  • EOY 34
  • EOY 39th
  • EOY 401(k)
  • EOY near Ballard Employees' 401(k) Retirement Plan
  • EOY ind #4206

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 Retail Trade retirement plans → · Plans in Iowa →

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jim Baier, Inc. 401(k) Profit Sharing Plan and TrustJim Baier, Inc. 401(k) Profi…$4MBallard Employees' 401(k) Retirement PlanBallard Employees' 401(k) Re…$4MVpet USA, LLC 401(k) Plan$4MErnst Metal Technologies LLC Profit Sharing & 401(k) Plan & TrustErnst Metal Technologies LLC…$4MDisston Retirement Plan$4M
End-of-year total assets ($M) among Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jim Baier, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jim Baier, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.41530096817756% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.23M $4.37M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 39 $3M
2023 1 34 $4M
2024 1 38 $4M

Jim Baier, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$499K
Employer EIN420982103
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003725482 · Participants: 34Jim Baier, Inc. 401(k) Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ballard Employees' 401(k) Retirement Plan in VA ($4M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 15.5% during 2023, from $3M to $4M. Reported net income was $499K.
How have Jim Baier, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim Baier, Inc.'s sponsor-wide assets grew 35.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ballard Employees' 401(k) Retirement Plan in VA ($4M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants, N/A 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 420982103.

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.