401(k) · DOL Form 5500 · 2023

Alan Baird Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
139
Participants Small participant base
56th
Percentile by assets National rank
$62,439
Avg per participant Low balance/head
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Official DOL plan name: Alan Baird Industries, Inc. 401(k) Ps Plan · Sponsored by Alan Baird Industries, Inc. · New Jersey · Manufacturing

$9M in assets, 139 participants

Alan Baird Industries, Inc.'s Alan Baird Industries, Inc. 401(k) Ps Plan reported $9M in total assets and 139 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.

  • #7,681 in Manufacturing (18,722 peers)

Coverage in New Jersey

Alan Baird Industries, Inc. 401(k) Ps Plan covers 139 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.

#7,681
in Manufacturing (18,722 peers)
+33.8%
assets growth YoY

Alan Baird Industries, Inc. 401(k) Ps Plan's mid-pack asset rank among Manufacturing and all filers

Alan Baird Industries, Inc. 401(k) Ps Plan vs every filed plan by assets

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

$8,678,978 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

Alan Baird Industries, Inc. 401(k) Ps 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. Alan Baird Industries, Inc. 401(k) Ps Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alan Baird Industries, Inc. 401(k) Ps Plan reported net income rose from -$724K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alan Baird Industries, Inc. 401(k) Ps Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Alan Baird Industries, Inc. 401(k) Ps Plan reported participants rose from 126 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223000811 · Alan Baird Industries, Inc. PY 2023 · 401(k)

Alan Baird Industries, Inc. 401(k) Ps Plan · $9M · 139 · 56th

  • VS-ST $9M
  • BOY 139
  • SCH 56th
  • EBSA 401(k)
  • PART near Seabreeze Retirement Savings Plan
  • TYPE ind #7681

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 Manufacturing retirement plans → · Plans in New Jersey →

Alan Baird Industries, Inc. 401(k) Ps Plan in the asset neighbourhood

Alan Baird Industries, Inc. 401(k) Ps PlanAlan Baird Industries, Inc. …$9MSeabreeze Retirement Savings PlanSeabreeze Retirement Savings…$9MArtemis Consulting, LLC 401(k) Profit Sharing PlanArtemis Consulting, LLC 401(…$9MNmc Group Retirement Plan$9MAmron 401(k) Plan$9M
End-of-year total assets ($M) among Alan Baird Industries, Inc. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN223000811
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alan Baird Industries, Inc.)

Sponsor-wide plan assets over time

All Alan Baird Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 50.968828149483436% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.49M $9.79M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 126 $6M
2023 1 139 $9M
2024 1 164 $10M

Nearby 401(k) Plans in New Jersey

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

Alan Baird Industries, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Alan Baird Industries, Inc. 401(k) Ps Plan, Total assets ($B): 0.008678978 · Participants: 139Alan Baird Industries, Inc. 401(k) Ps PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Alan Baird Industries, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Alan Baird Industries, Inc. 401(k) Ps Plan side-by-side with 3 peers →

Alan Baird Industries, Inc. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Seabreeze Retirement Savings Plan in CA ($9M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Alan Baird Industries, Inc. 401(k) Ps Plan assets move in 2023? ▼
Alan Baird Industries, Inc. 401(k) Ps Plan surged - up 33.8% during 2023, from $6M to $9M. Reported net income was $2M.
How have Alan Baird Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alan Baird Industries, Inc.'s sponsor-wide assets grew 51.0%, from $6M to $10M.
Which 401(k) plans are similar in size to Alan Baird Industries, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seabreeze Retirement Savings Plan in CA ($9M, 522 participants).
Which 401(k) plans cover a similar participant headcount to Alan Baird Industries, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 223000811.

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.