401(k) · DOL Form 5500 · 2023

Baxter Shared Services, LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
985
Participants Near avg headcount
86th
Percentile by assets National rank
$54,089
Avg per participant Low balance/head
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Official DOL plan name: Baxter Auto Group 401(k) Plan · Sponsored by Baxter Shared Services, LLC · Nebraska · Retail Trade

$53M in assets, 985 participants

Baxter Shared Services, LLC's Baxter Auto Group 401(k) Plan reported $53M in total assets and 985 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,760 in Retail Trade (8,414 peers)

Where Baxter Auto Group 401(k) Plan sits by assets

Baxter Auto Group 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 985 participants (~$54,089/participant), up 7.6% in 2023.

#7,760
in Retail Trade (8,414 peers)
+7.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Baxter Auto Group 401(k) Plan's outsized position by total assets

Baxter Auto Group 401(k) Plan vs every filed plan by assets

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

$53,277,678 Top 14% higher than 86% 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

Baxter Auto Group 401(k) 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. Baxter Auto Group 401(k) Plan sits mid-pack in the medium band (985 participants).

DOL schedule card

Filing strip 470778355 · Baxter Shared Services, LLC PY 2023 · 401(k)

Baxter Auto Group 401(k) Plan · $53M · 985 · 86th

  • EOY $53M
  • 5500 985
  • ASSETS 86th
  • PCT 401(k)
  • EIN near Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan
  • RANK ind #7760

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 Retail Trade retirement plans → · Plans in Nebraska →

Baxter Auto Group 401(k) Plan in the asset neighbourhood

Jasper Products L.L.C. 401(k) PlanJasper Products L.L.C. 401(k…$53MBaxter Auto Group 401(k) Plan$53MKohlberg & Co. LLC Employee Savings and Profit Sharing PlanKohlberg & Co. LLC Employee …$53MVestmark, Inc 401(k) Plan$53MAccela, Inc. 401(k) & Profit Sharing PlanAccela, Inc. 401(k) & Profit…$53M
End-of-year total assets ($M) among Baxter Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$53M
Net Income$4M
Employer EIN470778355
Plan Effective Date1993-04-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Baxter Shared Services, LLC)

Sponsor-wide plan assets over time

All Baxter Shared Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 15.262756008247958% vs 2023
2024 filing year
$50M$55M$60M$65M 20232024 $53.3M $61.4M ▲ +15.3%
Year Plans Participants Total Assets
2023 1 985 $53M
2024 1 1,519 $61M

Nearby 401(k) Plans in Nebraska

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

Baxter Auto Group 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Baxter Auto Group 401(k) Plan, Total assets ($B): 0.053277678 · Participants: 985Baxter Auto Group 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Baxter Auto Group 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Baxter Auto Group 401(k) Plan side-by-side with 3 peers →

Baxter Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan in NY ($53M); by covered participants it is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (985 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

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 Baxter Auto Group 401(k) Plan assets move in 2023? ▼
Baxter Auto Group 401(k) Plan grew at a solid clip - up 7.6% during 2023, from $50M to $53M. Reported net income was $4M.
How have Baxter Shared Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Baxter Shared Services, LLC's sponsor-wide assets grew 15.3%, from $53M to $61M.
Where does Baxter Auto Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Baxter Auto Group 401(k) Plan ranks in the 86th 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 401(k) plans are similar in size to Baxter Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan in NY ($53M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Baxter Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (985 participants, $159M 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 470778355.

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.