Profit Sharing · DOL Form 5500 · 2023

Kenneth S. Baron & Co. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
37th
Percentile by assets National rank
$635,568
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kenneth S. Baron & Co. Profit Sharing Plan · Sponsored by Kenneth S. Baron & Co. · California · Real Estate

$3M in assets, 5 participants

Kenneth S. Baron & Co.'s Kenneth S. Baron & Co. Profit Sharing Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,667 in Real Estate (4,727 peers)

Kenneth S. Baron & Co. multi-year trail

Kenneth S. Baron & Co.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows Kenneth S. Baron & Co. Profit Sharing Plan at $3M / 5 participants.

#2,667
in Real Estate (4,727 peers)
-1.2%
assets change YoY

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kenneth S. Baron & Co. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Kenneth S. Baron & Co. Profit Sharing Plan vs every filed plan by assets

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

$3,177,842 37th percentile higher than 37% 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

Kenneth S. Baron & Co. 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. Kenneth S. Baron & Co. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kenneth S. Baron & Co. Profit Sharing Plan reported net income rose from -$91K in the plan year 2022 filing to -$38K in the plan year 2023 filing.
  • Kenneth S. Baron & Co. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942353319 · Kenneth S. Baron & Co. PY 2023 · Profit Sharing

Kenneth S. Baron & Co. Profit Sharing Plan · $3M · 5 · 37th

  • BOOK $3M
  • VS-ST 5
  • BOY 37th
  • SCH Profit Sharing
  • EBSA near Gregory W Ellis Md PC Profit Sharing Plan
  • PART ind #2667

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 Real Estate retirement plans → · Plans in California →

Kenneth S. Baron & Co. Profit Sharing Plan in the asset neighbourhood

Kenneth S. Baron & Co. Profit Sharing PlanKenneth S. Baron & Co. Profi…$3MGregory W Ellis Md PC Profit Sharing PlanGregory W Ellis Md PC Profit…$3MSpectrum Community Services 403(b) PlanSpectrum Community Services …$3MWard-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanWard-Boland Associates, Inc.…$3MDynamic Youth Community, Inc. Profit Sharing PlanDynamic Youth Community, Inc…$3M
End-of-year total assets ($M) among Kenneth S. Baron & Co. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kenneth S. Baron & Co. multi-year asset trail

Sponsor-wide plan assets over time

All Kenneth S. Baron & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.108709133465574% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.22M $4.05M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 5 $4M

Kenneth S. Baron & Co. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$38K
Employer EIN942353319
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Kenneth S. Baron & Co. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Kenneth S. Baron & Co. Profit Sharing Plan, Total assets ($B): 0.003177842 · Participants: 5Kenneth S. Baron & Co. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Kenneth S. Baron & Co. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kenneth S. Baron & Co. Profit Sharing Plan side-by-side with 3 peers →

Kenneth S. Baron & Co. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gregory W Ellis Md PC Profit Sharing Plan in UT ($3M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Kenneth S. Baron & Co. Profit Sharing Plan assets move in 2023? ▼
Kenneth S. Baron & Co. Profit Sharing Plan edged down modestly - down 1.2% during 2023, from $3M to $3M. Reported net income was -$38K.
How have Kenneth S. Baron & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kenneth S. Baron & Co.'s sponsor-wide assets grew 26.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Kenneth S. Baron & Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gregory W Ellis Md PC Profit Sharing Plan in UT ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kenneth S. Baron & Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 942353319.

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.