ESOP · DOL Form 5500 · 2023

Baxter, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
30th
Percentile by assets National rank
$154,379
Avg per participant Above avg balance/head
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Official DOL plan name: Baxter Employee Stock Ownership Plan · Sponsored by Baxter, Inc. · Massachusetts · Construction

$2M in assets, 12 participants

Baxter, Inc.'s Baxter Employee Stock Ownership Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,468 in Construction (9,030 peers)

Baxter, Inc. multi-year trail

Baxter, Inc.'s plans moved +44.5% in assets from 2022 to 2024; this filing shows Baxter Employee Stock Ownership Plan at $2M / 12 participants.

#2,468
in Construction (9,030 peers)
+12.7%
assets growth YoY

Baxter Employee Stock Ownership Plan among the smaller filed plans by assets

Baxter Employee Stock Ownership Plan vs every filed plan by assets

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

$1,852,553 30th percentile higher than 30% 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

Baxter Employee Stock Ownership 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. Baxter Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baxter Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $434K in the plan year 2023 filing.
  • Baxter Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Baxter Employee Stock Ownership Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043026692 · Baxter, Inc. PY 2023 · ESOP

Baxter Employee Stock Ownership Plan · $2M · 12 · 30th

  • ASSETS $2M
  • PCT 12
  • EIN 30th
  • RANK ESOP
  • PHOTO near Herbert Lumber Co. Employee Stock Ownership Plan
  • IND ind #2468

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 What is an ESOP? → · Plans in Massachusetts →

Baxter Employee Stock Ownership Plan in the asset neighbourhood

Quantumdigital, Inc. Employee Stock Ownership PlanQuantumdigital, Inc. Employe…$2MMid-Southern Savings Bank, Fsb Employee Stock Ownership PlanMid-Southern Savings Bank, F…$2MBaxter Employee Stock Ownership PlanBaxter Employee Stock Owners…$2MHerbert Lumber Co. Employee Stock Ownership PlanHerbert Lumber Co. Employee …$2MMilton J. Womack, Inc. Employee Stock Ownership PlanMilton J. Womack, Inc. Emplo…$2M
End-of-year total assets ($M) among Baxter Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Baxter, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Baxter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.51201703681168% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.64M $2.38M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 12 $2M
2024 1 14 $2M

Baxter, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$2M
Net Income$434K
Employer EIN043026692
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Baxter Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Baxter Employee Stock Ownership Plan, Total assets ($M): 1.852553 · Participants: 12Baxter Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Baxter Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Baxter Employee Stock Ownership Plan side-by-side with 3 peers →

Baxter Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Herbert Lumber Co. Employee Stock Ownership Plan in OR ($2M); by covered participants it is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Baxter Employee Stock Ownership Plan assets move in 2023? ▼
Baxter Employee Stock Ownership Plan grew at a solid clip - up 12.7% during 2023, from $2M to $2M. Reported net income was $434K.
How have Baxter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baxter, Inc.'s sponsor-wide assets grew 44.5%, from $2M to $2M.
Which ESOP plans are similar in size to Baxter Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Herbert Lumber Co. Employee Stock Ownership Plan in OR ($2M, 66 participants).
Which ESOP plans cover a similar participant headcount to Baxter Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants, $940K 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 043026692.

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.