Money Purchase · DOL Form 5500 · 2023
Baker & Hostetler LLP Money Purchase Plan
Data updated 2026-08-25
- $473M
- Total assets Above avg plan size
- 1,004
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $470,721
- Avg per participant High balance/head
Official DOL plan name: Baker & Hostetler LLP Basic/Step-Rate Retirement Plan · Sponsored by Baker & Hostetler LLP · Ohio · Professional & Technical Services
$473M in assets, 1,004 participants
Baker & Hostetler LLP's Baker & Hostetler LLP Basic/Step-Rate Retirement Plan reported $473M in total assets and 1,004 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #19,941 in Professional & Technical Services (20,321 peers)
Where Baker & Hostetler LLP Basic/Step-Rate Retirement Plan sits by assets
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan sits in the top 5% of all filed plans by assets, $473M for 1,004 participants (~$470,721/participant), up 13.8% in 2023.
- #19,941
- in Professional & Technical Services (20,321 peers)
- +13.8%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan's outsized position by total assets
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$472,603,784 Top 3% higher than 97% 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
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker & Hostetler LLP Basic/Step-Rate Retirement Plan lands in the large band (1,004 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan reported net income rose from -$102M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan end-of-year assets rose from $415M in the plan year 2022 filing to $473M in the plan year 2023 filing.
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan reported participants fell from 1,076 in the plan year 2022 filing to 1,004 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 340082025 · Baker & Hostetler LLP PY 2023 · Money Purchase
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan · $473M · 1,004 · 97th
- BOOK $473M
- VS-ST 1,004
- BOY 97th
- SCH Money Purchase
- EBSA near Telephone and Data Systems, Inc. Pension Plan
- PART ind #19941
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 Ohio →
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $415M |
|---|---|
| Net Assets (End of Year) | $473M |
| Net Income | $57M |
| Employer EIN | 340082025 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baker & Hostetler LLP)
Sponsor-wide plan assets over time
All Baker & Hostetler LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 30.695418562532513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,274 | $930M |
| 2023 | 4 | 3,008 | $1.1B |
| 2024 | 3 | 3,093 | $1.2B |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $343M · 2,443
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Telephone and Data Systems, Inc. Pension Plan in WI ($471M); by covered participants it is International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund in TX (1,010 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($473M here).
- Telephone and Data Systems, Inc. Pension Plan (WI) $471M · 5,421
- NECA-IBEW Local 364 Defined Contribution Plan (IL) $468M · 763
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) $481M · 22,615
- Southern California Sheet Metal Workers' 401(a) Plan (CA) $490M · 4,054
Similar participant headcount
Nearest other-state filings by covered participants (1,004 participants); asset peers above are excluded.
- International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund (TX) 1,010 · 6 off
- Iron Workers Local 401 Annuity Fund (PA) 995 · 9 off
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan (RI) 994 · 10 off
- Michiana Area Electrical Workers' Money Purchase Plan (MI) 1,017 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.