Money Purchase · DOL Form 5500 · 2023

Baptist Community Services Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
362
Participants Below avg headcount
60th
Percentile by assets National rank
$29,979
Avg per participant Low balance/head
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Official DOL plan name: Baptist Community Services 401(a) Retirement Plan · Sponsored by Baptist Community Services · Texas · Healthcare & Social Assistance

$11M in assets, 362 participants

Baptist Community Services's Baptist Community Services 401(a) Retirement Plan reported $11M in total assets and 362 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,652 in Healthcare & Social Assistance (17,684 peers)

Baptist Community Services multi-year trail

Baptist Community Services's plans moved +31.7% in assets from 2022 to 2024; this filing shows Baptist Community Services 401(a) Retirement Plan at $11M / 362 participants.

#11,652
in Healthcare & Social Assistance (17,684 peers)
+14.1%
assets growth YoY

Baptist Community Services 401(a) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Baptist Community Services 401(a) Retirement Plan vs every filed plan by assets

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

$10,852,377 Top 40% higher than 60% 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

Baptist Community Services 401(a) Retirement Plan 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. Baptist Community Services 401(a) Retirement Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baptist Community Services 401(a) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Baptist Community Services 401(a) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Baptist Community Services 401(a) Retirement Plan reported participants fell from 392 in the plan year 2022 filing to 362 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752206268 · Baptist Community Services PY 2023 · Money Purchase

Baptist Community Services 401(a) Retirement Plan · $11M · 362 · 60th

  • ASSETS $11M
  • PCT 362
  • EIN 60th
  • RANK Money Purchase
  • PHOTO near Cleveland Tile Layers Industry Pension Fund
  • IND ind #11652

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Baptist Community Services 401(a) Retirement Plan in the asset neighbourhood

Start Employee's Retirement PlanStart Employee's Retirement …$11MBaptist Community Services 401(a) Retirement PlanBaptist Community Services 4…$11MCleveland Tile Layers Industry Pension FundCleveland Tile Layers Indust…$11MGraphic Communications Int'l Union Local 119b-43b New York Printers League Annuity FundGraphic Communications Int'l…$11MRetirement Plan of Richard King Mellon FoundationRetirement Plan of Richard K…$11M
End-of-year total assets ($M) among Baptist Community Services 401(a) Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Baptist Community Services multi-year asset trail

Sponsor-wide plan assets over time

All Baptist Community Services plans reported in each filing year

Latest sponsor-wide plan assets
$27M 31.70354808900856% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $27.3M ▲ +31.7%
Year Plans Participants Total Assets
2022 2 761 $21M
2023 2 708 $24M
2024 2 706 $27M

Baptist Community Services filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN752206268
Plan Effective Date1972-04-03
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Baptist Community Services 401(a) Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Baptist Community Services 401(a) Retirement Plan, Total assets ($B): 0.010852377 · Participants: 362Baptist Community Services 401(a) Retirement PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Baptist Community Services 401(a) Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Baptist Community Services 401(a) Retirement Plan side-by-side with 3 peers →

Baptist Community Services 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Cleveland Tile Layers Industry Pension Fund in OH ($11M); by covered participants it is Marble Industry Annuity Trust Fund in NY (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Baptist Community Services 401(a) Retirement Plan assets move in 2023? ▼
Baptist Community Services 401(a) Retirement Plan grew at a solid clip - up 14.1% during 2023, from $10M to $11M. Reported net income was $1M.
How have Baptist Community Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baptist Community Services's sponsor-wide assets grew 31.7%, from $21M to $27M.
Which Money Purchase plans are similar in size to Baptist Community Services 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Cleveland Tile Layers Industry Pension Fund in OH ($11M, 113 participants).
Which Money Purchase plans cover a similar participant headcount to Baptist Community Services 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Marble Industry Annuity Trust Fund in NY (362 participants, $87M 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 752206268.

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.