401(k) · DOL Form 5500 · 2023

Baughman & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
7
Participants Small participant base
48th
Percentile by assets National rank
$855,565
Avg per participant High balance/head
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Official DOL plan name: Baughman Insurance 401(k) and Profit Sharing Plan · Sponsored by Baughman & Associates, Inc. · Illinois · Finance & Insurance

$6M in assets, 7 participants

Baughman & Associates, Inc.'s Baughman Insurance 401(k) and Profit Sharing Plan reported $6M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,040 in Finance & Insurance (8,869 peers)

Baughman & Associates, Inc. multi-year trail

Baughman & Associates, Inc.'s plans moved +48.7% in assets from 2022 to 2024; this filing shows Baughman Insurance 401(k) and Profit Sharing Plan at $6M / 7 participants.

#3,040
in Finance & Insurance (8,869 peers)
+24.2%
assets growth YoY

Baughman Insurance 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Baughman Insurance 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$5,988,953 48th percentile higher than 48% 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

Baughman Insurance 401(k) and 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. Baughman Insurance 401(k) and Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baughman Insurance 401(k) and Profit Sharing Plan reported net income rose from -$729K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Baughman Insurance 401(k) and Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 371107303 · Baughman & Associates, Inc. PY 2023 · 401(k)

Baughman Insurance 401(k) and Profit Sharing Plan · $6M · 7 · 48th

  • SCH $6M
  • EBSA 7
  • PART 48th
  • TYPE 401(k)
  • NET near Pka Savings and Retirement Plan
  • BOOK ind #3040

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 Illinois →

Baughman Insurance 401(k) and Profit Sharing Plan in the asset neighbourhood

Baughman Insurance 401(k) and Profit Sharing PlanBaughman Insurance 401(k) an…$6MPka Savings and Retirement PlanPka Savings and Retirement P…$6MReed City Group, LLC 401(k) PlanReed City Group, LLC 401(k) …$6MProgressive Community Health Centers 401(k) PlanProgressive Community Health…$6MFlorence Concrete Products 401(k) PlanFlorence Concrete Products 4…$6M
End-of-year total assets ($M) among Baughman Insurance 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Baughman & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Baughman & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 48.70373170063524% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.82M $7.17M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 7 $5M
2023 1 7 $6M
2024 1 7 $7M

Baughman & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN371107303
Plan Effective Date2011-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Baughman Insurance 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Baughman Insurance 401(k) and Profit Sharing Plan, Total assets ($B): 0.005988953 · Participants: 7Baughman Insurance 401(k) and Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Baughman Insurance 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Baughman Insurance 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Baughman Insurance 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Pka Savings and Retirement Plan in OR ($6M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Baughman Insurance 401(k) and Profit Sharing Plan assets move in 2023? ▼
Baughman Insurance 401(k) and Profit Sharing Plan grew sharply - up 24.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Baughman & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baughman & Associates, Inc.'s sponsor-wide assets grew 48.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Baughman Insurance 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pka Savings and Retirement Plan in OR ($6M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Baughman Insurance 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 371107303.

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.