ESOP · DOL Form 5500 · 2023
Baker Engineering and Risk Consultants, Inc ESOP
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 117
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $234,451
- Avg per participant Above avg balance/head
Official DOL plan name: Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan · Sponsored by Baker Engineering and Risk Consultants, Inc · Texas · Professional & Technical Services
$27M in assets, 117 participants
Baker Engineering and Risk Consultants, Inc's Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan reported $27M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #15,908 in Professional & Technical Services (20,321 peers)
Coverage in Texas
Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan covers 117 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $27M.
- #15,908
- in Professional & Technical Services (20,321 peers)
- +10.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan's outsized position by total assets
Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,430,811 Top 22% higher than 78% 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 Engineering and Risk Consultants, Inc. Employee Stock Ownership 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. Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan reported participants fell from 123 in the plan year 2022 filing to 117 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 742983542 · Baker Engineering and Risk Consultants, Inc PY 2023 · ESOP
Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan · $27M · 117 · 78th
- EIN $27M
- EIN 117
- EIN 78th
- EIN ESOP
- EIN near Fellowes, Inc. Employee Stock Ownership Plan
- EIN ind #15908
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 What is an ESOP? → · Plans in Texas →
Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 742983542 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baker Engineering and Risk Consultants, Inc)
Sponsor-wide plan assets over time
All Baker Engineering and Risk Consultants, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $94M 34.76296403339834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 270 | $70M |
| 2023 | 2 | 267 | $85M |
| 2024 | 2 | 311 | $94M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Fellowes, Inc. Employee Stock Ownership Plan in IL ($27M); by covered participants it is Jth Industrial, Inc. Employee Stock Ownership Plan in TN (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Jth Industrial, Inc. Employee Stock Ownership Plan (TN) 117 · 0 off
- G2 Software Systems, Inc. Employee Stock Ownership Plan (CA) 117 · 0 off
- Cramer & Associates, Inc. Employee Stock Ownership Plan (IA) 117 · 0 off
- Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan (MN) 117 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.