401(k) · DOL Form 5500 · 2023

Baldwin Brothers, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
29
Participants Small participant base
69th
Percentile by assets National rank
$572,720
Avg per participant High balance/head
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Official DOL plan name: Baldwin Brothers LLC 401(k) Savings Plan · Sponsored by Baldwin Brothers, LLC · Massachusetts · Finance & Insurance

$17M in assets, 29 participants

Baldwin Brothers, LLC's Baldwin Brothers LLC 401(k) Savings Plan reported $17M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,859 in Finance & Insurance (8,869 peers)

Baldwin Brothers, LLC multi-year trail

Baldwin Brothers, LLC's plans moved +22.5% in assets from 2022 to 2024; this filing shows Baldwin Brothers LLC 401(k) Savings Plan at $17M / 29 participants.

#4,859
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY

Baldwin Brothers LLC 401(k) Savings Plan's outsized position by total assets

Baldwin Brothers LLC 401(k) Savings Plan vs every filed plan by assets

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

$16,608,876 Top 31% higher than 69% 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

Baldwin Brothers LLC 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baldwin Brothers LLC 401(k) Savings Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baldwin Brothers LLC 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Baldwin Brothers LLC 401(k) Savings Plan reported participants rose from 19 in the plan year 2022 filing to 29 in the plan year 2023 filing.
  • Baldwin Brothers LLC 401(k) Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 851392542 · Baldwin Brothers, LLC PY 2023 · 401(k)

Baldwin Brothers LLC 401(k) Savings Plan · $17M · 29 · 69th

  • NET $17M
  • BOOK 29
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Cardinal Services, Inc. 401(k) Plan
  • EBSA ind #4859

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Baldwin Brothers LLC 401(k) Savings Plan in the asset neighbourhood

Baldwin Brothers LLC 401(k) Savings PlanBaldwin Brothers LLC 401(k) …$17MCardinal Services, Inc. 401(k) PlanCardinal Services, Inc. 401(…$17MHighland Baking Company, Inc. 401(k) Profit Sharing PlanHighland Baking Company, Inc…$17MDean Distributing, Inc. Profit Sharing 401(k) Plan & TrustDean Distributing, Inc. Prof…$17MAirboss of America 401(k) PlanAirboss of America 401(k) Pl…$17M
End-of-year total assets ($M) among Baldwin Brothers LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Baldwin Brothers, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Baldwin Brothers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 22.516238101134743% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.9M $17.1M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 19 $14M
2023 1 29 $17M
2024 1 28 $17M

Baldwin Brothers, LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN851392542
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Baldwin Brothers LLC 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Baldwin Brothers LLC 401(k) Savings Plan, Total assets ($B): 0.016608876 · Participants: 29Baldwin Brothers LLC 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Baldwin Brothers LLC 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Baldwin Brothers LLC 401(k) Savings Plan side-by-side with 3 peers →

Baldwin Brothers LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cardinal Services, Inc. 401(k) Plan in OR ($17M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Baldwin Brothers LLC 401(k) Savings Plan assets move in 2023? ▼
Baldwin Brothers LLC 401(k) Savings Plan grew sharply - up 19.2% during 2023, from $14M to $17M. Reported net income was $3M.
How have Baldwin Brothers, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baldwin Brothers, LLC's sponsor-wide assets grew 22.5%, from $14M to $17M.
Which 401(k) plans are similar in size to Baldwin Brothers LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardinal Services, Inc. 401(k) Plan in OR ($17M, 1,052 participants).
Which 401(k) plans cover a similar participant headcount to Baldwin Brothers LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 851392542.

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.