ESOP · DOL Form 5500 · 2023

Baker & O'brien, Inc. ESOP

Data updated 2026-08-11

$9M
Total assets
28
Participants
56th
Percentile by assets
$312,903
Avg per participant
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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.

  • 56th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
28
covered participants
56th
percentile by assets (of 127,072 plans)
$312,903
avg assets per participant

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.

Where Baker & O'brien, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Texas
Industry
Professional & Technical Services

ESOP filing for Baker & O'brien, Inc. Employee Stock Ownership Plan

ESOP filing for plan year 2023: EIN 752464053 ; effective since 2004-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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.)

$22M$24M$26M$28M 202220232024 $25.1M $27.6M ▲ +9.6%
Total plan assets by year, all Baker & O'brien, Inc. plans on file
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 ($B) Participants Baker & O'brien, Inc…, Total assets ($B): 0.008761277 · Participants: 28Baker & O'brien, Inc…Sammons Enterprises,…, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Em…Cactus Feeders, Inc.…, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc.…Lja Engineering, Inc…, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc…
Baker & O'brien, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Baker & O'brien, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Baker & O'brien, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Baker & O'brien, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Baker & O'brien, Inc. Employee Stock Ownership Plan's numbers.

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.