401(k) · DOL Form 5500 · 2022

Baron & Budd, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
189
Participants Below avg headcount
87th
Percentile by assets National rank
$241,948
Avg per participant Above avg balance/head
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Official DOL plan name: Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan · Sponsored by Baron & Budd, a Professional Corporation · Texas · Professional & Technical Services

$46M in assets, 189 participants

Baron & Budd, a Professional Corporation's Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan reported $46M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,011 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan covers 189 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $46M.

#19,011
in Professional & Technical Services (21,562 peers)
+7.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan's outsized position by total assets

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$45,728,134 Top 13% higher than 87% of 139,123 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 2022

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan sits mid-pack in the medium band (189 participants).

DOL schedule card

Filing strip 751573501 · Baron & Budd, a Professional Corporation PY 2022 · 401(k)

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan · $46M · 189 · 87th

  • EOY $46M
  • EOY 189
  • EOY 87th
  • EOY 401(k)
  • EOY near Esler Companies 401(k) Plan
  • EOY ind #19011

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 Professional & Technical Services retirement plans → · Plans in Texas →

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan in the asset neighbourhood

Amsive LLC 401(k) Plan$46MPgav Savings and Investment PlanPgav Savings and Investment …$46MBaron & Budd, P.C. 401(k) Retirement and Profit Sharing PlanBaron & Budd, P.C. 401(k) Re…$46MEsler Companies 401(k) Plan$46MDelinea Inc. 401(k) Plan$46M
End-of-year total assets ($M) among Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$46M
Net Income$3M
Employer EIN751573501
Plan Effective Date1977-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baron & Budd, a Professional Corporation)

Sponsor-wide plan assets over time

All Baron & Budd, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$55M 20.75402420750429% vs 2022
2023 filing year
$40M$45M$50M$55M$60M 20222023 $45.7M $55.2M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 189 $46M
2023 1 154 $55M

Nearby 401(k) Plans in Texas

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

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan, Total assets ($B): 0.045728134 · Participants: 189Baron & Budd, P.C. 401(k) Retirement and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan side-by-side with 3 peers →

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Esler Companies 401(k) Plan in RI ($46M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan assets move in 2022? ▼
Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan grew at a solid clip - up 7.2% during 2022, from $43M to $46M. Reported net income was $3M.
How have Baron & Budd, a Professional Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Baron & Budd, a Professional Corporation's sponsor-wide assets grew 20.8%, from $46M to $55M.
Where does Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esler Companies 401(k) Plan in RI ($46M, 1,184 participants).
Which 401(k) plans cover a similar participant headcount to Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751573501.

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.