401(k) · DOL Form 5500 · 2022

Baker Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
362
Participants Below avg headcount
89th
Percentile by assets National rank
$164,166
Avg per participant Above avg balance/head
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Official DOL plan name: Baker Group 401(k) and Employee Stock Ownership Plan · Sponsored by Baker Mechanical, Inc. · Iowa · Construction

$59M in assets, 362 participants

Baker Mechanical, Inc.'s Baker Group 401(k) and Employee Stock Ownership Plan reported $59M in total assets and 362 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,698 in Construction (9,927 peers)

Where Baker Group 401(k) and Employee Stock Ownership Plan sits by assets

Baker Group 401(k) and Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $59M for 362 participants (~$164,166/participant), up 75.6% in 2022.

#8,698
in Construction (9,927 peers)
+75.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Baker Group 401(k) and Employee Stock Ownership Plan's outsized position by total assets

Baker Group 401(k) and Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$59,427,952 Top 11% higher than 89% of 139,123 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 2022

Baker Group 401(k) and Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker Group 401(k) and Employee Stock Ownership Plan sits mid-pack in the medium band (362 participants).

EBSA filing schedule strip

Filing strip 420890441 · Baker Mechanical, Inc. PY 2022 · 401(k)

Baker Group 401(k) and Employee Stock Ownership Plan · $59M · 362 · 89th

  • RANK $59M
  • PHOTO 362
  • IND 89th
  • EOY 401(k)
  • 5500 near Phalcon, Ltd. 401(k) Plan
  • ASSETS ind #8698

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 Construction retirement plans → · Plans in Iowa →

Baker Group 401(k) and Employee Stock Ownership Plan in the asset neighbourhood

Q Services 401(k) Profit Sharing Plan and TrustQ Services 401(k) Profit Sha…$59MWilks Brothers, LLC 401(k) PlanWilks Brothers, LLC 401(k) P…$59MReal Alloy Recycling 401(k) PlanReal Alloy Recycling 401(k) …$59MBaker Group 401(k) and Employee Stock Ownership PlanBaker Group 401(k) and Emplo…$59MPhalcon, Ltd. 401(k) Plan$59M
End-of-year total assets ($M) among Baker Group 401(k) and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$7M
Net Income$31M
Employer EIN420890441
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker Mechanical, Inc.)

Sponsor-wide plan assets over time

All Baker Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$278M 367.4478888318413% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $59.4M $278M ▲ +367.4%
Year Plans Participants Total Assets
2022 1 362 $59M
2023 1 380 $115M
2024 1 393 $278M

Nearby 401(k) Plans in Iowa

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

Baker Group 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Baker Group 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.059427952 · Participants: 362Baker Group 401(k) and Employee Stock Ownership PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Baker Group 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Baker Group 401(k) and Employee Stock Ownership Plan side-by-side with 3 peers →

Baker Group 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Phalcon, Ltd. 401(k) Plan in CT ($59M); by covered participants it is Choice Investments Savings Plan in WV (362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (362 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baker Group 401(k) and Employee Stock Ownership Plan assets move in 2022? ▼
Baker Group 401(k) and Employee Stock Ownership Plan surged - up 75.6% during 2022, from $34M to $59M. Reported net income was $31M.
How have Baker Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker Mechanical, Inc.'s sponsor-wide assets grew 367.4%, from $59M to $278M.
Where does Baker Group 401(k) and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Baker Group 401(k) and Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Baker Group 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phalcon, Ltd. 401(k) Plan in CT ($59M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Baker Group 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Choice Investments Savings Plan in WV (362 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420890441.

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.