ESOP · DOL Form 5500 · 2023

Baker & O'brien, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
28
Participants Small participant base
56th
Percentile by assets National rank
$312,903
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baker & O'brien, Inc. Employee Stock Ownership Plan · Sponsored by Baker & O'brien, Inc. · Texas · Professional & Technical Services

$9M in assets, 28 participants

Baker & O'brien, Inc.'s Baker & O'brien, Inc. Employee Stock Ownership Plan reported $9M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,020 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Baker & O'brien, Inc. Employee Stock Ownership Plan holds $9M for 28 participants - about $312,903 per participant, above the median plan by assets.

#11,020
in Professional & Technical Services (20,321 peers)
-2.8%
assets change YoY

The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baker & O'brien, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Baker & O'brien, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,761,277 Top 44% higher than 56% 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

Baker & O'brien, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker & O'brien, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baker & O'brien, Inc. Employee Stock Ownership Plan reported net income fell from $643K in the plan year 2022 filing to -$250K in the plan year 2023 filing.
  • Baker & O'brien, Inc. Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Baker & O'brien, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752464053 · Baker & O'brien, Inc. PY 2023 · ESOP

Baker & O'brien, Inc. Employee Stock Ownership Plan · $9M · 28 · 56th

  • PART $9M
  • TYPE 28
  • NET 56th
  • BOOK ESOP
  • VS-ST near Escalante Concrete Employee Stock Ownership Plan
  • BOY ind #11020

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 & O'brien, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Midwest Metalcraft & Equipment Employee Stock Ownership PlanMidwest Metalcraft & Equipme…$9MBaker & O'brien, Inc. Employee Stock Ownership PlanBaker & O'brien, Inc. Employ…$9MEscalante Concrete Employee Stock Ownership PlanEscalante Concrete Employee …$9MFlorida Mechanical Systems Inc ESOPFlorida Mechanical Systems I…$9MScott Sales Co. Employee Stock Ownership PlanScott Sales Co. Employee Sto…$9M
End-of-year total assets ($M) among Baker & O'brien, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$250K
Employer EIN752464053
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker & O'brien, Inc.)

Sponsor-wide plan assets over time

All Baker & O'brien, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 9.642911483848968% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $25.1M $27.6M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 64 $25M
2023 2 59 $24M
2024 2 60 $28M

Nearby ESOP Plans in Texas

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

Baker & O'brien, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Baker & O'brien, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008761277 · Participants: 28Baker & O'brien, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Baker & O'brien, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Baker & O'brien, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Baker & O'brien, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Escalante Concrete Employee Stock Ownership Plan in AZ ($9M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.

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 Baker & O'brien, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Baker & O'brien, Inc. Employee Stock Ownership Plan edged down modestly - down 2.8% during 2023, from $9M to $9M. Reported net income was -$250K.
How have Baker & O'brien, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker & O'brien, Inc.'s sponsor-wide assets grew 9.6%, from $25M to $28M.
Which ESOP plans are similar in size to Baker & O'brien, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Escalante Concrete Employee Stock Ownership Plan in AZ ($9M, 198 participants).
Which ESOP plans cover a similar participant headcount to Baker & O'brien, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants, $443K 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 752464053.

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.