401(k) · DOL Form 5500 · 2023
Bailiwick Services, LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 373
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $70,932
- Avg per participant Below avg balance/head
Official DOL plan name: Bailiwick Services, LLC Retirement Savings Plan · Sponsored by Bailiwick Services, LLC · Minnesota · Professional & Technical Services
$26M in assets, 373 participants
Bailiwick Services, LLC's Bailiwick Services, LLC Retirement Savings Plan reported $26M in total assets and 373 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #15,798 in Professional & Technical Services (20,321 peers)
Coverage in Minnesota
Bailiwick Services, LLC Retirement Savings Plan covers 373 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.
- #15,798
- in Professional & Technical Services (20,321 peers)
- +33.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bailiwick Services, LLC Retirement Savings Plan's outsized position by total assets
Bailiwick Services, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,457,529 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bailiwick Services, LLC Retirement Savings 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. Bailiwick Services, LLC Retirement Savings Plan sits mid-pack in the medium band (373 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bailiwick Services, LLC Retirement Savings Plan reported net income rose from -$950K in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Bailiwick Services, LLC Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Bailiwick Services, LLC Retirement Savings Plan reported participants rose from 327 in the plan year 2022 filing to 373 in the plan year 2023 filing.
DOL schedule card
Filing strip 411802919 · Bailiwick Services, LLC PY 2023 · 401(k)
Bailiwick Services, LLC Retirement Savings Plan · $26M · 373 · 77th
- ASSETS $26M
- PCT 373
- EIN 77th
- RANK 401(k)
- PHOTO near Lewis Brothers Bakeries, Inc. Savings Plan
- IND ind #15798
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 Minnesota →
Bailiwick Services, LLC Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $7M |
| Employer EIN | 411802919 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bailiwick Services, LLC)
Sponsor-wide plan assets over time
All Bailiwick Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $136K 99.31301594795214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 327 | $20M |
| 2023 | 1 | 373 | $26M |
| 2024 | 1 | 430 | $136K |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Bailiwick Services, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Lewis Brothers Bakeries, Inc. Savings Plan in IN ($26M); by covered participants it is Stupp Bros., Inc. 401(k) and Employee Thrift Plan in MO (373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Lewis Brothers Bakeries, Inc. Savings Plan (IN) $26M · 1,160
- Adstra, Inc.Employee Savings Plan (NJ) $26M · 209
- Medicraft, Inc. 401(k) Profit Sharing Plan (GA) $26M · 118
- Affordable Interior Systems, Inc. 401(k) Plan (MA) $26M · 749
Similar participant headcount
Nearest other-state filings by covered participants (373 participants); asset peers above are excluded.
- Stupp Bros., Inc. 401(k) and Employee Thrift Plan (MO) 373 · 0 off
- Gn Audio USA, Inc. Retirement Savings Plan (MA) 373 · 0 off
- Godfrey & Kahn, S.C. 401(k) Retirement Plan (WI) 373 · 0 off
- Family Guidance Centers, Inc. 401(k) Plan (IL) 373 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.