401(k) · DOL Form 5500 · 2023

James Baker Group Inc 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
104
Participants Small participant base
88th
Percentile by assets National rank
$632,120
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James Baker Group, Inc. 401(k) Plan · Sponsored by James Baker Group Inc · Oklahoma · Finance & Insurance

$66M in assets, 104 participants

James Baker Group Inc's James Baker Group, Inc. 401(k) Plan reported $66M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,246 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

James Baker Group, Inc. 401(k) Plan covers 104 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $66M.

#7,246
in Finance & Insurance (8,869 peers)
+18.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

James Baker Group, Inc. 401(k) Plan's outsized position by total assets

James Baker Group, Inc. 401(k) Plan vs every filed plan by assets

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

$65,740,442 Top 12% higher than 88% 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

James Baker Group, Inc. 401(k) 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. James Baker Group, Inc. 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Baker Group, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • James Baker Group, Inc. 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • James Baker Group, Inc. 401(k) Plan reported participants fell from 110 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731402976 · James Baker Group Inc PY 2023 · 401(k)

James Baker Group, Inc. 401(k) Plan · $66M · 104 · 88th

  • NET $66M
  • BOOK 104
  • VS-ST 88th
  • BOY 401(k)
  • SCH near Environmental Systems Design, Inc. Employees 401(k) Plan
  • EBSA ind #7246

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 Oklahoma →

James Baker Group, Inc. 401(k) Plan in the asset neighbourhood

Orthopedicsny, LLP 401(k) Profit Sharing PlanOrthopedicsny, LLP 401(k) Pr…$66MCorvias Savings & Retirement PlanCorvias Savings & Retirement…$66MJames Baker Group, Inc. 401(k) PlanJames Baker Group, Inc. 401(…$66MEnvironmental Systems Design, Inc. Employees 401(k) PlanEnvironmental Systems Design…$66MBoulay Retirement Plan and TrustBoulay Retirement Plan and T…$66M
End-of-year total assets ($M) among James Baker Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$66M
Net Income$10M
Employer EIN731402976
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Baker Group Inc)

Sponsor-wide plan assets over time

All James Baker Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$74M 33.49151712503038% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.6M $74.2M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 110 $56M
2023 1 104 $66M
2024 1 111 $74M

Nearby 401(k) Plans in Oklahoma

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

James Baker Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants James Baker Group, Inc. 401(k) Plan, Total assets ($B): 0.065740442 · Participants: 104James Baker Group, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
James Baker Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare James Baker Group, Inc. 401(k) Plan side-by-side with 3 peers →

James Baker Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Environmental Systems Design, Inc. Employees 401(k) Plan in IL ($66M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 James Baker Group, Inc. 401(k) Plan assets move in 2023? ▼
James Baker Group, Inc. 401(k) Plan grew sharply - up 18.3% during 2023, from $56M to $66M. Reported net income was $10M.
How have James Baker Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Baker Group Inc's sponsor-wide assets grew 33.5%, from $56M to $74M.
Where does James Baker Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
James Baker Group, Inc. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to James Baker Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Systems Design, Inc. Employees 401(k) Plan in IL ($66M, 296 participants).
Which 401(k) plans cover a similar participant headcount to James Baker Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 731402976.

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.