401(k) · DOL Form 5500 · 2023

H.J. Baker and Bro., LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
83
Participants Small participant base
73rd
Percentile by assets National rank
$244,896
Avg per participant Above avg balance/head
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Official DOL plan name: H.J. Baker and Bro., LLC 401(k) Savings Plan · Sponsored by H.J. Baker and Bro., LLC · Texas · Manufacturing

$20M in assets, 83 participants

H.J. Baker and Bro., LLC's H.J. Baker and Bro., LLC 401(k) Savings Plan reported $20M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,784 in Manufacturing (18,722 peers)

H.J. Baker and Bro., LLC multi-year trail

H.J. Baker and Bro., LLC's plans moved +14.4% in assets from 2022 to 2024; this filing shows H.J. Baker and Bro., LLC 401(k) Savings Plan at $20M / 83 participants.

#11,784
in Manufacturing (18,722 peers)
+25.0%
assets growth YoY

H.J. Baker and Bro., LLC 401(k) Savings Plan's outsized position by total assets

H.J. Baker and Bro., LLC 401(k) Savings Plan vs every filed plan by assets

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

$20,326,405 Top 27% higher than 73% 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

H.J. Baker and Bro., LLC 401(k) Savings 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. H.J. Baker and Bro., LLC 401(k) Savings Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H.J. Baker and Bro., LLC 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • H.J. Baker and Bro., LLC 401(k) Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • H.J. Baker and Bro., LLC 401(k) Savings Plan reported participants rose from 81 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 814867907 · H.J. Baker and Bro., LLC PY 2023 · 401(k)

H.J. Baker and Bro., LLC 401(k) Savings Plan · $20M · 83 · 73rd

  • BOY $20M
  • SCH 83
  • EBSA 73rd
  • PART 401(k)
  • TYPE near Yokohama Tws North America, Inc. Savings Plan
  • NET ind #11784

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 Manufacturing retirement plans → · Plans in Texas →

H.J. Baker and Bro., LLC 401(k) Savings Plan in the asset neighbourhood

H.J. Baker and Bro., LLC 401(k) Savings PlanH.J. Baker and Bro., LLC 401…$20MYokohama Tws North America, Inc. Savings PlanYokohama Tws North America, …$20MUsts 401(k) Plan$20MR & S 401(k) Profit Sharing PlanR & S 401(k) Profit Sharing …$20MMorse, Barnes-Brown & Pendleton, P.C. Profit Sharing PlanMorse, Barnes-Brown & Pendle…$20M
End-of-year total assets ($M) among H.J. Baker and Bro., LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

H.J. Baker and Bro., LLC multi-year asset trail

Sponsor-wide plan assets over time

All H.J. Baker and Bro., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 14.402043924934613% vs 2022
2024 filing year
$44M$46M$48M$50M$52M$54M 202220232024 $45M $51.5M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 100 $45M
2023 2 101 $51M
2024 2 88 $51M

H.J. Baker and Bro., LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN814867907
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

H.J. Baker and Bro., LLC 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants H.J. Baker and Bro., LLC 401(k) Savings Plan, Total assets ($B): 0.020326405 · Participants: 83H.J. Baker and Bro., LLC 401(k) Savings 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
H.J. Baker and Bro., LLC 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare H.J. Baker and Bro., LLC 401(k) Savings Plan side-by-side with 3 peers →

H.J. Baker and Bro., LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Yokohama Tws North America, Inc. Savings Plan in MA ($20M); by covered participants it is Southern Tea, LLC New Jersey 401(k) Plan in GA (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 H.J. Baker and Bro., LLC 401(k) Savings Plan assets move in 2023? ▼
H.J. Baker and Bro., LLC 401(k) Savings Plan grew sharply - up 25.0% during 2023, from $16M to $20M. Reported net income was $4M.
How have H.J. Baker and Bro., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.J. Baker and Bro., LLC's sponsor-wide assets grew 14.4%, from $45M to $51M.
Which 401(k) plans are similar in size to H.J. Baker and Bro., LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yokohama Tws North America, Inc. Savings Plan in MA ($20M, N/A participants).
Which 401(k) plans cover a similar participant headcount to H.J. Baker and Bro., LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Tea, LLC New Jersey 401(k) Plan in GA (83 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 814867907.

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.