401(k) · DOL Form 5500 · 2023

Bauer Equity Partners 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
136
Participants Small participant base
35th
Percentile by assets National rank
$21,099
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bauer Equity Partners 401(k) Plan · Sponsored by Bauer Equity Partners · Missouri · Agriculture, Forestry & Fishing

$3M in assets, 136 participants

Bauer Equity Partners's Bauer Equity Partners 401(k) Plan reported $3M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #457 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Missouri

Bauer Equity Partners 401(k) Plan covers 136 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $3M.

#457
in Agriculture, Forestry & Fishing (1,288 peers)
+60.7%
assets growth YoY

Bauer Equity Partners 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Bauer Equity Partners 401(k) Plan vs every filed plan by assets

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

$2,869,458 35th percentile higher than 35% 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

Bauer Equity Partners 401(k) 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. Bauer Equity Partners 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bauer Equity Partners 401(k) Plan reported net income rose from $235K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bauer Equity Partners 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bauer Equity Partners 401(k) Plan reported participants rose from 125 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 264809716 · Bauer Equity Partners PY 2023 · 401(k)

Bauer Equity Partners 401(k) Plan · $3M · 136 · 35th

  • EBSA $3M
  • PART 136
  • TYPE 35th
  • NET 401(k)
  • BOOK near Redex USA 401(k) Plan
  • VS-ST ind #457

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Missouri →

Bauer Equity Partners 401(k) Plan in the asset neighbourhood

Bauer Equity Partners 401(k) PlanBauer Equity Partners 401(k)…$3MRedex USA 401(k) Plan$3MCullman Veterinary Hospital PC Profit Sharing PlanCullman Veterinary Hospital …$3MThe ERISA Industry Committee Profit Sharing PlanThe ERISA Industry Committee…$3MSoftware Testing Solutions, LLC 401(k) PlanSoftware Testing Solutions, …$3M
End-of-year total assets ($M) among Bauer Equity Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN264809716
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bauer Equity Partners)

Sponsor-wide plan assets over time

All Bauer Equity Partners plans reported in each filing year

Latest sponsor-wide plan assets
$4M 117.0358424966798% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.79M $3.87M ▲ +116.2%
Year Plans Participants Total Assets
2022 1 125 $2M
2023 1 136 $3M
2024 1 137 $4M

Nearby 401(k) Plans in Missouri

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

Bauer Equity Partners 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bauer Equity Partners 401(k) Plan, Total assets ($B): 0.002869458 · Participants: 136Bauer Equity Partners 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Bauer Equity Partners 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Bauer Equity Partners 401(k) Plan side-by-side with 3 peers →

Bauer Equity Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Redex USA 401(k) Plan in NJ ($3M); 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 Bauer Equity Partners 401(k) Plan assets move in 2023? ▼
Bauer Equity Partners 401(k) Plan surged - up 60.7% during 2023, from $2M to $3M. Reported net income was $1M.
How have Bauer Equity Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bauer Equity Partners's sponsor-wide assets grew 117.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Bauer Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redex USA 401(k) Plan in NJ ($3M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Bauer Equity Partners 401(k) 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 264809716.

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.