ESOP · DOL Form 5500 · 2023
Baker Electric, Inc. ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 277
- Participants
- 64th
- Percentile by assets
- $46,967
- Avg per participant
Official DOL plan name: Baker Electric Employee Stock Ownership Plan · Sponsored by Baker Electric, Inc. · California · Construction
$13M in assets, 277 participants
Baker Electric, Inc.'s Baker Electric Employee Stock Ownership Plan reported $13M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #5,663 in Construction (9,030 peers)
Coverage in California
Baker Electric Employee Stock Ownership Plan covers 277 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $13M.
- $13M
- total plan assets (2023 EOY)
- 277
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $46,967
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baker Electric Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Baker Electric Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Baker Electric Employee Stock Ownership Plan reported participants fell from 475 in the plan year 2022 filing to 277 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Baker Electric Employee Stock Ownership Plan reports 277 participants - about 44% of that state average ($13M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | -$54M |
| Net Income | $10M |
| Employer EIN | 951853701 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baker Electric, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 755 | $17M |
| 2023 | 2 | 571 | $29M |
| 2024 | 2 | 567 | $68M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Baker Electric Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Baker Electric Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Baker Electric Employee Stock Ownership Plan assets move in 2023? ▼
How have Baker Electric, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Baker Electric Employee Stock Ownership Plan's numbers.
- By total assets, Baker Electric Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Baker Electric, Inc.'s sponsor-wide assets have grown 295.1% since 2022 across 3 plan years on file. More Construction plans