401(k) · DOL Form 5500 · 2023

T. Baker Smith, LLC. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
267
Participants Below avg headcount
82nd
Percentile by assets National rank
$133,673
Avg per participant Near avg balance/head
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Official DOL plan name: T. Baker Smith, LLC 401(k) Plan · Sponsored by T. Baker Smith, LLC. · Louisiana · Professional & Technical Services

$36M in assets, 267 participants

T. Baker Smith, LLC.'s T. Baker Smith, LLC 401(k) Plan reported $36M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,716 in Professional & Technical Services (20,321 peers)

Where T. Baker Smith, LLC 401(k) Plan sits by assets

T. Baker Smith, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 267 participants (~$133,673/participant), up 15.7% in 2023.

#16,716
in Professional & Technical Services (20,321 peers)
+15.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

T. Baker Smith, LLC 401(k) Plan's outsized position by total assets

T. Baker Smith, LLC 401(k) Plan vs every filed plan by assets

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

$35,690,566 Top 18% higher than 82% 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

T. Baker Smith, 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. T. Baker Smith, LLC 401(k) Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T. Baker Smith, LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • T. Baker Smith, LLC 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • T. Baker Smith, LLC 401(k) Plan reported participants rose from 232 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 720627831 · T. Baker Smith, LLC. PY 2023 · 401(k)

T. Baker Smith, LLC 401(k) Plan · $36M · 267 · 82nd

  • BOY $36M
  • BOY 267
  • BOY 82nd
  • BOY 401(k)
  • BOY near American Achievement Corporation 401(k) Plan
  • BOY ind #16716

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 Louisiana →

T. Baker Smith, LLC 401(k) Plan in the asset neighbourhood

T. Baker Smith, LLC 401(k) PlanT. Baker Smith, LLC 401(k) P…$36MAmerican Achievement Corporation 401(k) PlanAmerican Achievement Corpora…$36MOhnward Bancshares, Inc. 401(k) Profit Sharing PlanOhnward Bancshares, Inc. 401…$36MMitsui Kinzoku North American 401(k) Retirement PlanMitsui Kinzoku North America…$36MFelker Brothers Corporation Salaried 401(k) PlanFelker Brothers Corporation …$36M
End-of-year total assets ($M) among T. Baker Smith, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN720627831
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T. Baker Smith, LLC.)

Sponsor-wide plan assets over time

All T. Baker Smith, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 29.710001753423644% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.9M $40M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 232 $31M
2023 1 267 $36M
2024 1 254 $40M

Nearby 401(k) Plans in Louisiana

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

T. Baker Smith, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants T. Baker Smith, LLC 401(k) Plan, Total assets ($B): 0.035690566 · Participants: 267T. Baker Smith, LLC 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
T. Baker Smith, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare T. Baker Smith, LLC 401(k) Plan side-by-side with 3 peers →

T. Baker Smith, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is American Achievement Corporation 401(k) Plan in TX ($36M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 T. Baker Smith, LLC 401(k) Plan assets move in 2023? ▼
T. Baker Smith, LLC 401(k) Plan grew sharply - up 15.7% during 2023, from $31M to $36M. Reported net income was $5M.
How have T. Baker Smith, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T. Baker Smith, LLC.'s sponsor-wide assets grew 29.7%, from $31M to $40M.
Where does T. Baker Smith, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
T. Baker Smith, LLC 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to T. Baker Smith, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Achievement Corporation 401(k) Plan in TX ($36M, 485 participants).
Which 401(k) plans cover a similar participant headcount to T. Baker Smith, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M 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 720627831.

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.