401(k) · DOL Form 5500 · 2023

Baron Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$310M
Total assets Above avg plan size
192
Participants Below avg headcount
96th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Baron Capital, Inc. 401(k) Profit Sharing Plan · Sponsored by Baron Capital, Inc. · New York · Finance & Insurance

$310M in assets, 192 participants

Baron Capital, Inc.'s Baron Capital, Inc. 401(k) Profit Sharing Plan reported $310M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,318 in Finance & Insurance (8,869 peers)

Coverage in New York

Baron Capital, Inc. 401(k) Profit Sharing Plan covers 192 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $310M.

#8,318
in Finance & Insurance (8,869 peers)
+8.7%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Baron Capital, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Baron Capital, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$309,853,629 Top 4% higher than 96% 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

Baron Capital, Inc. 401(k) Profit Sharing 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. Baron Capital, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baron Capital, Inc. 401(k) Profit Sharing Plan reported net income rose from -$23M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Baron Capital, Inc. 401(k) Profit Sharing Plan reported participants rose from 168 in the plan year 2022 filing to 192 in the plan year 2023 filing.
  • Baron Capital, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $285M in the plan year 2022 filing to $310M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133107580 · Baron Capital, Inc. PY 2023 · 401(k)

Baron Capital, Inc. 401(k) Profit Sharing Plan · $310M · 192 · 96th

  • VS-ST $310M
  • VS-ST 192
  • VS-ST 96th
  • VS-ST 401(k)
  • VS-ST near Hok Group, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #8318

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 Finance & Insurance retirement plans → · Plans in New York →

Baron Capital, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Employees' Profit Sharing Plus Plan of Stihl IncorporatedEmployees' Profit Sharing Pl…$310MThe Kaplan, Inc. Tax Deferred Savings Plan for Salaried EmployeesThe Kaplan, Inc. Tax Deferre…$310MBaron Capital, Inc. 401(k) Profit Sharing PlanBaron Capital, Inc. 401(k) P…$310MHok Group, Inc. 401(k) Profit Sharing PlanHok Group, Inc. 401(k) Profi…$310MBrady Matched 401(k) Plan$310M
End-of-year total assets ($M) among Baron Capital, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$285M
Net Assets (End of Year)$310M
Net Income$25M
Employer EIN133107580
Plan Effective Date1982-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Baron Capital, Inc.)

Sponsor-wide plan assets over time

All Baron Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$354M 24.156015444932997% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $285M $354M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 168 $285M
2023 1 192 $310M
2024 1 208 $354M

Nearby 401(k) Plans in New York

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

Baron Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Baron Capital, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.309853629 · Participants: 192Baron Capital, Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Baron Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Baron Capital, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Baron Capital, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hok Group, Inc. 401(k) Profit Sharing Plan in MO ($310M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Baron Capital, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Baron Capital, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.7% during 2023, from $285M to $310M. Reported net income was $25M.
How have Baron Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baron Capital, Inc.'s sponsor-wide assets grew 24.2%, from $285M to $354M.
Where does Baron Capital, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baron Capital, Inc. 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Baron Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hok Group, Inc. 401(k) Profit Sharing Plan in MO ($310M, 1,246 participants).
Which 401(k) plans cover a similar participant headcount to Baron Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 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 133107580.

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.