Other · DOL Form 5500 · 2023
BAKERRIPLEY Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 1,358
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $28,305
- Avg per participant Low balance/head
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.
- #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.
- #15,060
- in Healthcare & Social Assistance (17,684 peers)
- +24.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Bakerripley 403(b) Plan's outsized position by total assets
Bakerripley 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,438,340 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bakerripley 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bakerripley 403(b) Plan lands in the large band (1,358 participants).
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.
Plan-year Form 5500 strip
Filing strip 237062976 · BAKERRIPLEY PY 2023 · Other
Bakerripley 403(b) Plan · $38M · 1,358 · 83rd
- EIN $38M
- RANK 1,358
- PHOTO 83rd
- IND Other
- EOY near Sheet Metal Workers Local No.83 Annuity Fund
- 5500 ind #15060
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Bakerripley 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $7M |
| Employer EIN | 237062976 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (BAKERRIPLEY)
Sponsor-wide plan assets over time
All BAKERRIPLEY plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 41.73415662475706% vs 2022
- 2024 filing year
| 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.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Bakerripley 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Sheet Metal Workers Local No.83 Annuity Fund in NY ($38M); by covered participants it is Yedei Chesed Tax Deferred Annuity Retirement Plan in NY (1,356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,358 participants); asset peers above are excluded.
- Yedei Chesed Tax Deferred Annuity Retirement Plan (NY) 1,356 · 2 off
- Intermountain Ironworkers' Tax Deferral Plan (UT) 1,356 · 2 off
- The Association of Universities for Research in Astronomy, Inc. 403(b) Savings Plan (DC) 1,361 · 3 off
- Holland Home Tax Deferred Annuity Retirement Plan (MI) 1,362 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.