ESOP · DOL Form 5500 · 2023

Baker Audio Visual, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
30
Participants Small participant base
32nd
Percentile by assets National rank
$75,600
Avg per participant Below avg balance/head
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Official DOL plan name: Baker Audio Employee Stock Ownership Plan · Sponsored by Baker Audio Visual, Inc. · Georgia · Construction

$2M in assets, 30 participants

Baker Audio Visual, Inc.'s Baker Audio Employee Stock Ownership Plan reported $2M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,676 in Construction (9,030 peers)

Baker Audio Visual, Inc. multi-year trail

Baker Audio Visual, Inc.'s plans moved +19.9% in assets from 2022 to 2024; this filing shows Baker Audio Employee Stock Ownership Plan at $2M / 30 participants.

#2,676
in Construction (9,030 peers)
-24.2%
assets change YoY

The plan reported a net loss of $298K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baker Audio Employee Stock Ownership Plan among the smaller filed plans by assets

Baker Audio Employee Stock Ownership Plan vs every filed plan by assets

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

$2,268,000 32nd percentile higher than 32% 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

Baker Audio Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker Audio Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baker Audio Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to -$298K in the plan year 2023 filing.
  • Baker Audio Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Baker Audio Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582420639 · Baker Audio Visual, Inc. PY 2023 · ESOP

Baker Audio Employee Stock Ownership Plan · $2M · 30 · 32nd

  • IND $2M
  • IND 30
  • IND 32nd
  • IND ESOP
  • IND near Catalina Cylinders, Inc. Employee Stock Ownership Plan
  • IND ind #2676

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 What is an ESOP? → · Plans in Georgia →

Baker Audio Employee Stock Ownership Plan in the asset neighbourhood

Baker Audio Employee Stock Ownership PlanBaker Audio Employee Stock O…$2MCatalina Cylinders, Inc. Employee Stock Ownership PlanCatalina Cylinders, Inc. Emp…$2MHakanson Anderson Associates, Inc. Employee Stock Ownership Plan and TrustHakanson Anderson Associates…$2MQvs Software, Inc. Employee Stock Ownership PlanQvs Software, Inc. Employee …$2MDillon Provision Company, Inc. Employee Stock Ownership PlanDillon Provision Company, In…$2M
End-of-year total assets ($M) among Baker Audio Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Baker Audio Visual, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Baker Audio Visual, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.943780115108307% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.99M $3.59M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 31 $3M
2023 1 30 $2M
2024 1 28 $4M

Baker Audio Visual, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$20M
Net Income-$298K
Employer EIN582420639
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Baker Audio Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Baker Audio Employee Stock Ownership Plan, Total assets ($M): 2.268 · Participants: 30Baker Audio Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Baker Audio Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Baker Audio Employee Stock Ownership Plan side-by-side with 3 peers →

Baker Audio Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Catalina Cylinders, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Baker Audio Employee Stock Ownership Plan assets move in 2023? ▼
Baker Audio Employee Stock Ownership Plan declined sharply - down 24.2% during 2023, from $3M to $2M. Reported net income was -$298K.
How have Baker Audio Visual, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker Audio Visual, Inc.'s sponsor-wide assets grew 19.9%, from $3M to $4M.
Which ESOP plans are similar in size to Baker Audio Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Catalina Cylinders, Inc. Employee Stock Ownership Plan in CA ($2M, 179 participants).
Which ESOP plans cover a similar participant headcount to Baker Audio Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 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 582420639.

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.