401(k) · DOL Form 5500 · 2023

Baron Capital, Inc. 401(k) Plan

Data updated 2026-08-11

$310M
Total assets: 192
Participants: 96th
Percentile by assets: $1.6M
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$310M
total plan assets (2023 EOY): 192
covered participants: 96th
percentile by assets (of 127,072 plans): $1.6M
avg assets per participant

Where Baron Capital, Inc. 401(k) Profit Sharing Plan sits 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

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 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 →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Baron Capital, Inc. 401(k) Profit Sharing Plan reports 192 participants - about 24% of that state average ($310M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$285M
Net Assets (End of Year)	$310M
Net Income	$25M
Employer EIN	133107580
Plan Effective Date	1982-05-23
Filing Status	FILING RECEIVED

Sponsor Plan History (Baron Capital, Inc.)

Total plan assets by year, all Baron Capital, Inc. plans on file

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

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Baron Capital, Inc. 401(k) Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Baron Capital, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Hok Group, Inc. 401(k) Profit Sharing Plan (MO) $310M · 1,246
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees (VA) $310M · 1,753
Employees' Profit Sharing Plus Plan of Stihl Incorporated (VA) $310M · 3,049
Brady Matched 401(k) Plan (WI) $310M · 1,637

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).

Next read for Baron Capital, Inc. 401(k) Profit Sharin…

Filing takeaways

Ways to act on Baron Capital, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Baron Capital, Inc. 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Baron Capital, Inc.'s sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.