Other · DOL Form 5500 · 2023

BAKERRIPLEY Retirement Plan

Data updated 2026-08-11

$38M
Total assets
1,358
Participants
83rd
Percentile by assets
$28,305
Avg per participant
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Official DOL plan name: Bakerripley 403(b) Plan · Sponsored by BAKERRIPLEY · Texas · Healthcare & Social Assistance

$38M in assets, 1,358 participants

BAKERRIPLEY's Bakerripley 403(b) Plan reported $38M in total assets and 1,358 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #15,060 in Healthcare & Social Assistance (17,684 peers)

Where Bakerripley 403(b) Plan sits by assets

Bakerripley 403(b) Plan sits in the top quartile of all filed plans by assets, $38M for 1,358 participants (~$28,305/participant), up 24.1% in 2023.

$38M
total plan assets (2023 EOY)
1,358
covered participants
83rd
percentile by assets (of 127,072 plans)
$28,305
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bakerripley 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bakerripley 403(b) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Bakerripley 403(b) Plan reported participants fell from 1,406 in the plan year 2022 filing to 1,358 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Bakerripley 403(b) Plan vs the 2023 asset distribution

By assets, Bakerripley 403(b) Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN237062976
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BAKERRIPLEY)

$25M$30M$35M$40M$45M$50M 202220232024 $31M $43.9M ▲ +41.8%
Total plan assets by year, all BAKERRIPLEY plans on file
Year Plans Participants Total Assets
2022 1 1,406 $31M
2023 1 1,358 $38M
2024 1 1,358 $44M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Bakerripley 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

Bakerripley 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Bakerripley 403(b) P…Memorial Hermann Hea…The Tax Sheltered An…Baylor College of Me…The Tax Sheltered An…Southwest Research I…
Bakerripley 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Bakerripley 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Bakerripley 403(b) Plan assets move in 2023?
Bakerripley 403(b) Plan grew sharply - up 24.1% during 2023, from $31M to $38M. Reported net income was $7M.
How have BAKERRIPLEY plan assets changed over time?
Across 3 plan years on file (2022-2024), BAKERRIPLEY's sponsor-wide assets grew 41.7%, from $31M to $44M.
Where does Bakerripley 403(b) Plan rank by assets among Form 5500 filers?
Bakerripley 403(b) Plan ranks in the 83rd 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 Other plans are similar in size to Bakerripley 403(b) Plan?
Among Other plans in other states, the closest by assets is Sheet Metal Workers Local No.83 Annuity Fund in NY ($38M, 334 participants).

Scale reading

Ways to act on Bakerripley 403(b) Plan's numbers.