Other
2023 plan-year Other DOL Form 5500

Baker & Hostetler Retirement Benefit Enhancement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Baker & Hostetler LLP · Ohio · Professional & Technical Services

What the 2023 filing shows

Baker & Hostetler Retirement Benefit Enhancement Plan holds $21M for 194 participants — about $106,850 per participant, up 51.1% over the 2023 plan year.

$21M
total plan assets (2023 EOY)
194
covered participants
$106,850
avg assets per participant
+51.1%
assets growth YoY
Total Assets (2023)
$21M
Participants
194
State
Industry
Professional & Technical Services

What the Filing Says About Baker & Hostetler Retirement Benefit Enhancement Plan

Baker & Hostetler Retirement Benefit Enhancement Plan is a Other retirement plan sponsored by Baker & Hostetler LLP, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 194 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 340082025, and the plan has been effective since 2021-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $21M at year-end — a gain of 51.1%. Net assets (after liabilities) closed the year at $21M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$5M
Plan TypeOther
Employer EIN340082025
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker & Hostetler LLP)

Year Plans Participants Total Assets
2022 4 3,274 $930M
2023 4 3,008 $1.1B
2024 3 3,093 $1.2B

Nearby Other Plans in Ohio

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Baker & Hostetler Retirement Benefit Enhancement Plan?
As of the 2023 Form 5500 filing, Baker & Hostetler Retirement Benefit Enhancement Plan holds $21M in total assets with 194 participants. It is sponsored by Baker & Hostetler LLP.
What type of plan is Baker & Hostetler Retirement Benefit Enhancement Plan?
Baker & Hostetler Retirement Benefit Enhancement Plan is a Other plan. It has been effective since 2021-07-01. The plan is filed with the U.S. Department of Labor under EIN 340082025.
Who sponsors the Baker & Hostetler Retirement Benefit Enhancement Plan?
Baker & Hostetler Retirement Benefit Enhancement Plan is sponsored by Baker & Hostetler LLP, located in Ohio. The sponsor's EIN is 340082025 and the plan operates in the Professional & Technical Services industry.
How did Baker & Hostetler Retirement Benefit Enhancement Plan perform in 2023?
Baker & Hostetler Retirement Benefit Enhancement Plan grew by 51.1% during 2023, moving from $14M to $21M in total assets. Net income was $5M.
Where can I find official filings for Baker & Hostetler Retirement Benefit Enhancement Plan?
Official Form 5500 filings for Baker & Hostetler Retirement Benefit Enhancement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340082025 or plan name at efast.dol.gov.
How does Baker & Hostetler Retirement Benefit Enhancement Plan compare to other plans?
You can compare Baker & Hostetler Retirement Benefit Enhancement Plan against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 340082025.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.