Profit Sharing · DOL Form 5500 · 2023

Baard Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$75K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$75,174
Avg per participant Below avg balance/head
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Official DOL plan name: Baard Investments, Inc. Profit Sharing Plan · Sponsored by Baard Investments, Inc. · Texas · Other Services

$75K in assets, 1 participants

Baard Investments, Inc.'s Baard Investments, Inc. Profit Sharing Plan reported $75K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #818 in Other Services (7,857 peers)

Baard Investments, Inc. multi-year trail

Baard Investments, Inc.'s plans moved -97.1% in assets from 2023 to 2024; this filing shows Baard Investments, Inc. Profit Sharing Plan at $75K / 1 participant.

#818
in Other Services (7,857 peers)
$75K
reported net income

Baard Investments, Inc. Profit Sharing Plan among the smaller filed plans by assets

Baard Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$75,174 5th percentile higher than 5% 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

Baard Investments, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baard Investments, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 931925743 · Baard Investments, Inc. PY 2023 · Profit Sharing

Baard Investments, Inc. Profit Sharing Plan · $75K · 1 · 5th

  • EIN $75K
  • EIN 1
  • EIN 5th
  • EIN Profit Sharing
  • EIN near Peaceful Dwelling Development Corp.Retirement Plan
  • EIN ind #818

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 →

Baard Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Baard Investments, Inc. Profit Sharing PlanBaard Investments, Inc. Prof…$75KPeaceful Dwelling Development Corp.Retirement PlanPeaceful Dwelling Developmen…$75KMason Legacy Management, Inc. Retirement PlanMason Legacy Management, Inc…$75KBwc Home Services Inc. Retirement PlanBwc Home Services Inc. Retir…$75KCastro Fernandez Retirement PlanCastro Fernandez Retirement …$75K
End-of-year total assets ($M) among Baard Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Baard Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2K 97.12001489876819% vs 2023
2024 filing year
$0M$0.05M$0.1M 20232024 $0.08M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 1 $75K
2024 1 1 $2K

Baard Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$75K
Net Income$75K
Employer EIN931925743
Plan Effective Date2023-06-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Baard Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Baard Investments, Inc. Profit Sharing Plan, Total assets ($B): 0.000075174 · Participants: 1Baard Investments, Inc. Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Baard Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Baard Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

Baard Investments, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Peaceful Dwelling Development Corp.Retirement Plan in OH ($75K); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 have Baard Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Baard Investments, Inc.'s sponsor-wide assets declined 97.1%, from $75K to $2K.
Where does Baard Investments, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baard Investments, Inc. Profit Sharing Plan ranks in the 5th 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 Profit Sharing plans are similar in size to Baard Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Peaceful Dwelling Development Corp.Retirement Plan in OH ($75K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Baard Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant, 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 931925743.

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.