401(k) · DOL Form 5500 · 2023

Robert a. Baptiste 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 2
Participants Small participant base: 41st
Percentile by assets National rank: $2.1M
Avg per participant High balance/head

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Official DOL plan name: Robert a. Baptiste Profit Sharing Plan · Sponsored by Robert a. Baptiste · California · Real Estate

$4M in assets, 2 participants

Robert a. Baptiste's Robert a. Baptiste Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

#2,872 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Robert a. Baptiste Profit Sharing Plan ranks #2,872 of 4,727 2023 filers by assets (630% of the sector average)-$4M for 2 participants.

#2,872
in Real Estate (4,727 peers): -0.4%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert a. Baptiste Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Robert a. Baptiste Profit Sharing Plan vs every filed plan by assets

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

$4,121,270 41st percentile higher than 41% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Robert a. Baptiste 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. Robert a. Baptiste Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Robert a. Baptiste Profit Sharing Plan reported net income fell from $469K in the plan year 2022 filing to -$18K in the plan year 2023 filing.
Robert a. Baptiste Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943258963 · Robert a. Baptiste PY 2023 · 401(k)

Robert a. Baptiste Profit Sharing Plan · $4M · 2 · 41st

PHOTO $4M
PHOTO 2
PHOTO 41st
PHOTO 401(k)
PHOTO near Print-2-Print LLC 401(k) Profit Sharing Plan
PHOTO ind #2872

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 Real Estate retirement plans → · Plans in California →

End-of-year total assets ($M) among Robert a. Baptiste Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	-$18K
Employer EIN	943258963
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Robert a. Baptiste)

Latest sponsor-wide plan assets: $4M 4.181196998151267% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$4M
2023	1	2	$4M
2024	1	1	$4M

Nearby 401(k) Plans in California

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

Robert a. Baptiste Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Robert a. Baptiste Profit Sharing Plan side-by-side with 3 peers →

Robert a. Baptiste Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Print-2-Print LLC 401(k) Profit Sharing Plan in NY ($4M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Print-2-Print LLC 401(k) Profit Sharing Plan (NY) $4M · 13
The Salem Group 401(k) Plan (IL) $4M · 465
Caravan Facilities Management Non Union 401(k) Plan (MI) $4M · 371
Panel Built, Inc. and K-Con, Inc. 401(k) P/S Plan (GA) $4M · 182

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Robert a. Baptiste Profit Sharing Plan assets move in 2023? ▼

Robert a. Baptiste Profit Sharing Plan held essentially flat - down 0.4% during 2023, from $4M to $4M. Reported net income was -$18K.

How have Robert a. Baptiste plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Robert a. Baptiste's sponsor-wide assets declined 4.2%, from $4M to $4M.

Which 401(k) plans are similar in size to Robert a. Baptiste Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Print-2-Print LLC 401(k) Profit Sharing Plan in NY ($4M, 13 participants).

Which 401(k) plans cover a similar participant headcount to Robert a. Baptiste Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 943258963.