401(k) · DOL Form 5500 · 2023

Baird Holm LLP 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
156
Participants Small participant base
91st
Percentile by assets National rank
$595,162
Avg per participant High balance/head
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Official DOL plan name: Baird Holm LLP Profit Sharing Plan · Sponsored by Baird Holm LLP · Nebraska · Professional & Technical Services

$93M in assets, 156 participants

Baird Holm LLP's Baird Holm LLP Profit Sharing Plan reported $93M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,688 in Professional & Technical Services (20,321 peers)

Coverage in Nebraska

Baird Holm LLP Profit Sharing Plan covers 156 participants in Nebraska, about 28% of the average Nebraska filer (state average ~552 per filing). Assets: $93M.

#18,688
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Baird Holm LLP Profit Sharing Plan's outsized position by total assets

Baird Holm LLP Profit Sharing Plan vs every filed plan by assets

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

$92,845,330 Top 9% higher than 91% 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

Baird Holm LLP 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. Baird Holm LLP Profit Sharing Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baird Holm LLP Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Baird Holm LLP Profit Sharing Plan end-of-year assets rose from $81M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Baird Holm LLP Profit Sharing Plan reported participants fell from 158 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470389074 · Baird Holm LLP PY 2023 · 401(k)

Baird Holm LLP Profit Sharing Plan · $93M · 156 · 91st

  • EBSA $93M
  • EBSA 156
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan
  • EBSA ind #18688

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 Professional & Technical Services retirement plans → · Plans in Nebraska →

Baird Holm LLP Profit Sharing Plan in the asset neighbourhood

The Communicare Employee's 401(k) PlanThe Communicare Employee's 4…$93MBaird Holm LLP Profit Sharing PlanBaird Holm LLP Profit Sharin…$93MU.S. Physical Therapy, Inc. 401(k) Salary Savings PlanU.S. Physical Therapy, Inc. …$93MRoux Associates, Inc. Profit Sharing/401(k) PlanRoux Associates, Inc. Profit…$93MMakita Shared Savings Plan$93M
End-of-year total assets ($M) among Baird Holm LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$93M
Net Income$11M
Employer EIN470389074
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baird Holm LLP)

Sponsor-wide plan assets over time

All Baird Holm LLP plans reported in each filing year

Latest sponsor-wide plan assets
$109M 34.369234101470425% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $81.5M $110M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 158 $81M
2023 1 156 $93M
2024 1 166 $109M

Nearby 401(k) Plans in Nebraska

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

Baird Holm LLP Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Baird Holm LLP Profit Sharing Plan, Total assets ($B): 0.09284533 · Participants: 156Baird Holm LLP Profit Sharing 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
Baird Holm LLP Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Baird Holm LLP Profit Sharing Plan side-by-side with 3 peers →

Baird Holm LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan in TX ($93M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Baird Holm LLP Profit Sharing Plan assets move in 2023? ▼
Baird Holm LLP Profit Sharing Plan grew at a solid clip - up 13.9% during 2023, from $81M to $93M. Reported net income was $11M.
How have Baird Holm LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baird Holm LLP's sponsor-wide assets grew 34.4%, from $81M to $109M.
Where does Baird Holm LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baird Holm LLP Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Baird Holm LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan in TX ($93M, 2,688 participants).
Which 401(k) plans cover a similar participant headcount to Baird Holm LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 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 470389074.

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.