401(k) · DOL Form 5500 · 2023
Baker & O'brien, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $490,933
- Avg per participant High balance/head
Official DOL plan name: Baker & O'brien Retirement Savings Plan · Sponsored by Baker & O'brien, Inc. · Texas · Professional & Technical Services
$15M in assets, 31 participants
Baker & O'brien, Inc.'s Baker & O'brien Retirement Savings Plan reported $15M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #13,582 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Baker & O'brien Retirement Savings Plan holds $15M for 31 participants - about $490,933 per participant, above the median plan by assets.
- #13,582
- in Professional & Technical Services (20,321 peers)
- -5.6%
- assets change YoY
The plan reported a net loss of $895K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baker & O'brien Retirement Savings Plan's outsized position by total assets
Baker & O'brien Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,218,921 Top 33% higher than 67% 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 & O'brien Retirement Savings 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 Retirement Savings Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baker & O'brien Retirement Savings Plan reported net income fell from -$791K in the plan year 2022 filing to -$895K in the plan year 2023 filing.
- Baker & O'brien Retirement Savings Plan reported participants fell from 34 in the plan year 2022 filing to 31 in the plan year 2023 filing.
- Baker & O'brien Retirement Savings Plan end-of-year assets fell from $16M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 752464053 · Baker & O'brien, Inc. PY 2023 · 401(k)
Baker & O'brien Retirement Savings Plan · $15M · 31 · 67th
- EBSA $15M
- PART 31
- TYPE 67th
- NET 401(k)
- BOOK near Kee Safety, Inc. Retirement Plan
- VS-ST ind #13582
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 Professional & Technical Services retirement plans → · Plans in Texas →
Baker & O'brien Retirement Savings Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$895K |
| Employer EIN | 752464053 |
| Plan Effective Date | 1993-05-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 64 | $25M |
| 2023 | 2 | 59 | $24M |
| 2024 | 2 | 60 | $28M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Baker & O'brien Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Kee Safety, Inc. Retirement Plan in NY ($15M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Kee Safety, Inc. Retirement Plan (NY) $15M · 237
- Psg/Cip 401(k) Retirement Plan (WI) $15M · 348
- New Horizon Kids Quest, Inc. 401(k) Retirement Savings Plan (MN) $15M · 2,162
- John Galt Staffing, Inc. Retirement Savings Plan (MA) $15M · 125
Similar participant headcount
Nearest other-state filings by covered participants (31 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.