401(k) · DOL Form 5500 · 2023

Baldwin & Sons, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
111
Participants Small participant base
64th
Percentile by assets National rank
$116,572
Avg per participant Below avg balance/head
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Official DOL plan name: Baldwin & Sons, LLC 401(k) Plan · Sponsored by Baldwin & Sons, LLC · California · Real Estate

$13M in assets, 111 participants

Baldwin & Sons, LLC's Baldwin & Sons, LLC 401(k) Plan reported $13M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,804 in Real Estate (4,727 peers)

Coverage in California

Baldwin & Sons, LLC 401(k) Plan covers 111 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $13M.

#3,804
in Real Estate (4,727 peers)
+19.3%
assets growth YoY

Baldwin & Sons, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Baldwin & Sons, LLC 401(k) Plan vs every filed plan by assets

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

$12,939,494 Top 36% higher than 64% 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 & Sons, LLC 401(k) 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. Baldwin & Sons, LLC 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baldwin & Sons, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Baldwin & Sons, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Baldwin & Sons, LLC 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 262161618 · Baldwin & Sons, LLC PY 2023 · 401(k)

Baldwin & Sons, LLC 401(k) Plan · $13M · 111 · 64th

  • TYPE $13M
  • NET 111
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Imre, LLC 401(k) Retirement Plan
  • SCH ind #3804

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 →

Baldwin & Sons, LLC 401(k) Plan in the asset neighbourhood

Baldwin & Sons, LLC 401(k) PlanBaldwin & Sons, LLC 401(k) P…$13MImre, LLC 401(k) Retirement PlanImre, LLC 401(k) Retirement …$13MIntegration Charter Schools 401(k) PlanIntegration Charter Schools …$13MUnion Square Credit Union 401(k) PlanUnion Square Credit Union 40…$13MAtlas Data Systems, LLC 401(k) Profit Sharing PlanAtlas Data Systems, LLC 401(…$13M
End-of-year total assets ($M) among Baldwin & Sons, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN262161618
Plan Effective Date2010-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baldwin & Sons, LLC)

Sponsor-wide plan assets over time

All Baldwin & Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 33.48357714038893% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.5M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 107 $11M
2023 1 111 $13M
2024 1 113 $14M

Nearby 401(k) Plans in California

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

Baldwin & Sons, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Baldwin & Sons, LLC 401(k) Plan, Total assets ($B): 0.012939494 · Participants: 111Baldwin & Sons, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Baldwin & Sons, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Baldwin & Sons, LLC 401(k) Plan side-by-side with 3 peers →

Baldwin & Sons, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Imre, LLC 401(k) Retirement Plan in MD ($13M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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 & Sons, LLC 401(k) Plan assets move in 2023? ▼
Baldwin & Sons, LLC 401(k) Plan grew sharply - up 19.3% during 2023, from $11M to $13M. Reported net income was $2M.
How have Baldwin & Sons, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baldwin & Sons, LLC's sponsor-wide assets grew 33.5%, from $11M to $14M.
Which 401(k) plans are similar in size to Baldwin & Sons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imre, LLC 401(k) Retirement Plan in MD ($13M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Baldwin & Sons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 262161618.

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.