401(k) · DOL Form 5500 · 2023

Baron Management Services Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
136
Participants Small participant base
55th
Percentile by assets National rank
$63,138
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Baron/Essex Retirement Savings Plan · Sponsored by Baron Management Services Inc. · Colorado · Real Estate

$9M in assets, 136 participants

Baron Management Services Inc.'s The Baron/Essex Retirement Savings Plan reported $9M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,474 in Real Estate (4,727 peers)

Coverage in Colorado

The Baron/Essex Retirement Savings Plan covers 136 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $9M.

#3,474
in Real Estate (4,727 peers)
+22.3%
assets growth YoY

The Baron/Essex Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

The Baron/Essex Retirement Savings Plan vs every filed plan by assets

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

$8,586,769 Top 45% higher than 55% 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

The Baron/Essex 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. The Baron/Essex Retirement Savings Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Baron/Essex Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Baron/Essex Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Baron/Essex Retirement Savings Plan reported participants rose from 115 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831848091 · Baron Management Services Inc. PY 2023 · 401(k)

The Baron/Essex Retirement Savings Plan · $9M · 136 · 55th

  • EOY $9M
  • EOY 136
  • EOY 55th
  • EOY 401(k)
  • EOY near General Floor Industries, Inc. 401(k) Plan
  • EOY ind #3474

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 Real Estate retirement plans → · Plans in Colorado →

The Baron/Essex Retirement Savings Plan in the asset neighbourhood

The Baron/Essex Retirement Savings PlanThe Baron/Essex Retirement S…$9MGeneral Floor Industries, Inc. 401(k) PlanGeneral Floor Industries, In…$9MThreshold Rehabilitation Services, Inc. 401(k) Retirement PlanThreshold Rehabilitation Ser…$9MKauffman Engineering 401(k) Employee Savings PlanKauffman Engineering 401(k) …$9MAlimed 401(k) Plan$9M
End-of-year total assets ($M) among The Baron/Essex Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN831848091
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baron Management Services Inc.)

Sponsor-wide plan assets over time

All Baron Management Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.20707606303401% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.02M $10.1M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 115 $7M
2023 1 136 $9M
2024 1 130 $10M

Nearby 401(k) Plans in Colorado

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

The Baron/Essex Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants The Baron/Essex Retirement Savings Plan, Total assets ($B): 0.008586769 · Participants: 136The Baron/Essex Retirement Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
The Baron/Essex Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare The Baron/Essex Retirement Savings Plan side-by-side with 3 peers →

The Baron/Essex Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is General Floor Industries, Inc. 401(k) Plan in NJ ($9M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 The Baron/Essex Retirement Savings Plan assets move in 2023? ▼
The Baron/Essex Retirement Savings Plan grew sharply - up 22.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have Baron Management Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baron Management Services Inc.'s sponsor-wide assets grew 43.2%, from $7M to $10M.
Which 401(k) plans are similar in size to The Baron/Essex Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Floor Industries, Inc. 401(k) Plan in NJ ($9M, 190 participants).
Which 401(k) plans cover a similar participant headcount to The Baron/Essex Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A 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 831848091.

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.