Profit Sharing · DOL Form 5500 · 2023

Baumgartner & Company, LLC Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
73
Participants Small participant base
75th
Percentile by assets National rank
$316,338
Avg per participant High balance/head
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Official DOL plan name: Baumgartner & Company, LLC Profit Sharing Plan · Sponsored by Baumgartner & Company, LLC · Indiana · Construction

$23M in assets, 73 participants

Baumgartner & Company, LLC's Baumgartner & Company, LLC Profit Sharing Plan reported $23M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,662 in Construction (9,030 peers)

Where Baumgartner & Company, LLC Profit Sharing Plan sits by assets

Baumgartner & Company, LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 73 participants (~$316,338/participant), up 20.9% in 2023.

#6,662
in Construction (9,030 peers)
+20.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Baumgartner & Company, LLC Profit Sharing Plan's outsized position by total assets

Baumgartner & Company, LLC Profit Sharing Plan vs every filed plan by assets

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

$23,092,654 Top 25% higher than 75% 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

Baumgartner & Company, LLC Profit Sharing 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. Baumgartner & Company, LLC Profit Sharing Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baumgartner & Company, LLC Profit Sharing Plan reported net income fell from $14M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Baumgartner & Company, LLC Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Baumgartner & Company, LLC Profit Sharing Plan reported participants fell from 74 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351889453 · Baumgartner & Company, LLC PY 2023 · Profit Sharing

Baumgartner & Company, LLC Profit Sharing Plan · $23M · 73 · 75th

  • TYPE $23M
  • NET 73
  • BOOK 75th
  • VS-ST Profit Sharing
  • BOY near Corvallis Radiology, PC Employees' Profit Sharing Plan and Trust
  • SCH ind #6662

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 Construction retirement plans → · Plans in Indiana →

Baumgartner & Company, LLC Profit Sharing Plan in the asset neighbourhood

Hampton Tedder Electric Company Profit Sharing PlanHampton Tedder Electric Comp…$23MSutter Instrument Company Retirement PlanSutter Instrument Company Re…$23MCorvallis Radiology, PC Employees' Profit Sharing Plan and TrustCorvallis Radiology, PC Empl…$23MBaumgartner & Company, LLC Profit Sharing PlanBaumgartner & Company, LLC P…$23MRiverview Healthcare Association Tax Deferred Annuity PlanRiverview Healthcare Associa…$23M
End-of-year total assets ($M) among Baumgartner & Company, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN351889453
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baumgartner & Company, LLC)

Sponsor-wide plan assets over time

All Baumgartner & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.84761267687372% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.1M $25.8M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 74 $19M
2023 1 73 $23M
2024 1 72 $26M

Nearby Profit Sharing Plans in Indiana

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

Baumgartner & Company, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Baumgartner & Company, LLC Profit Sharing Plan, Total assets ($B): 0.023092654 · Participants: 73Baumgartner & Company, LLC Profit Sharing PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Baumgartner & Company, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Baumgartner & Company, LLC Profit Sharing Plan side-by-side with 3 peers →

Baumgartner & Company, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Corvallis Radiology, PC Employees' Profit Sharing Plan and Trust in OR ($23M); by covered participants it is Ozark Interests Inc. Profit Sharing Plan in AR (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Baumgartner & Company, LLC Profit Sharing Plan assets move in 2023? ▼
Baumgartner & Company, LLC Profit Sharing Plan grew sharply - up 20.9% during 2023, from $19M to $23M. Reported net income was $4M.
How have Baumgartner & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baumgartner & Company, LLC's sponsor-wide assets grew 34.8%, from $19M to $26M.
Where does Baumgartner & Company, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baumgartner & Company, LLC Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Baumgartner & Company, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Corvallis Radiology, PC Employees' Profit Sharing Plan and Trust in OR ($23M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Baumgartner & Company, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ozark Interests Inc. Profit Sharing Plan in AR (73 participants, $3M 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 351889453.

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.