401(k) · DOL Form 5500 · 2023

First Baird Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
183
Participants Below avg headcount
62nd
Percentile by assets National rank
$63,808
Avg per participant Low balance/head
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Official DOL plan name: First Baird Bancshares, Inc. 401(k) Profit Sharing Plan · Sponsored by First Baird Bancshares, Inc. · Texas · Finance & Insurance

$12M in assets, 183 participants

First Baird Bancshares, Inc.'s First Baird Bancshares, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,151 in Finance & Insurance (8,869 peers)

Coverage in Texas

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan covers 183 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#4,151
in Finance & Insurance (8,869 peers)
+11.5%
assets growth YoY

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,676,818 Top 38% higher than 62% 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

First Baird Bancshares, Inc. 401(k) Profit Sharing 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. First Baird Bancshares, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Baird Bancshares, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First Baird Bancshares, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • First Baird Bancshares, Inc. 401(k) Profit Sharing Plan reported participants fell from 186 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751777399 · First Baird Bancshares, Inc. PY 2023 · 401(k)

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan · $12M · 183 · 62nd

  • IND $12M
  • IND 183
  • IND 62nd
  • IND 401(k)
  • IND near Adicet Bio 401(k) Plan
  • IND ind #4151

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 Texas →

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

First Baird Bancshares, Inc. 401(k) Profit Sharing PlanFirst Baird Bancshares, Inc.…$12MAdicet Bio 401(k) Plan$12MR.K. Black, Inc. Retirement & Savings PlanR.K. Black, Inc. Retirement …$12MCaravel Autism Health, LLC 401(k) PlanCaravel Autism Health, LLC 4…$12MPopsockets LLC 401(k) Plan$12M
End-of-year total assets ($M) among First Baird Bancshares, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN751777399
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Baird Bancshares, Inc.)

Sponsor-wide plan assets over time

All First Baird Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 23.72700953800443% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $13M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 186 $10M
2023 1 183 $12M
2024 1 195 $13M

Nearby 401(k) Plans in Texas

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

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants First Baird Bancshares, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011676818 · Participants: 183First Baird Bancshares, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
First Baird Bancshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Baird Bancshares, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Adicet Bio 401(k) Plan in CA ($12M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 First Baird Bancshares, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
First Baird Bancshares, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2023, from $10M to $12M. Reported net income was $1M.
How have First Baird Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Baird Bancshares, Inc.'s sponsor-wide assets grew 23.7%, from $10M to $13M.
Which 401(k) plans are similar in size to First Baird Bancshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adicet Bio 401(k) Plan in CA ($12M, 135 participants).
Which 401(k) plans cover a similar participant headcount to First Baird Bancshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 751777399.

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.