401(k) · DOL Form 5500 · 2024

Baur & Klein PA 401(k) Plan

Data updated 2026-08-25

$482K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$240,821
Avg per participant Above avg balance/head
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Official DOL plan name: Baur & Klein PA 401(k) Profit Sharing Plan & Trust · Sponsored by Baur & Klein PA · Florida · Professional & Technical Services

$482K in assets, 2 participants

Baur & Klein PA's Baur & Klein PA 401(k) Profit Sharing Plan & Trust reported $482K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,672 in Professional & Technical Services (20,173 peers)

Baur & Klein PA multi-year trail

Baur & Klein PA's plans moved +64.6% in assets from 2022 to 2024; this filing shows Baur & Klein PA 401(k) Profit Sharing Plan & Trust at $482K / 2 participants.

#2,672
in Professional & Technical Services (20,173 peers)
+30.9%
assets growth YoY

Baur & Klein PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Baur & Klein PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$481,642 17th percentile higher than 17% of 123,620 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 2024

Baur & Klein PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baur & Klein PA 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baur & Klein PA 401(k) Profit Sharing Plan & Trust reported net income rose from $75K in the plan year 2023 filing to $114K in the plan year 2024 filing.
  • Baur & Klein PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $368K in the plan year 2023 filing to $482K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592107412 · Baur & Klein PA PY 2024 · 401(k)

Baur & Klein PA 401(k) Profit Sharing Plan & Trust · $482K · 2 · 17th

  • RANK $482K
  • RANK 2
  • RANK 17th
  • RANK 401(k)
  • RANK near Wynden Stark LLC 401(k) Profit Sharing Plan and Trust (External)
  • RANK ind #2672

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 Professional & Technical Services retirement plans → · Plans in Florida →

Baur & Klein PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Baur & Klein PA 401(k) Profit Sharing Plan & TrustBaur & Klein PA 401(k) Profi…$482KWynden Stark LLC 401(k) Profit Sharing Plan and Trust (External)Wynden Stark LLC 401(k) Prof…$482KExplorex Ventures Corp. 401(k) PlanExplorex Ventures Corp. 401(…$482KGwgv 401(k) Trust$482KTri Star Repair & Construction 401(k) Profit Sharing PlanTri Star Repair & Constructi…$482K
End-of-year total assets ($M) among Baur & Klein PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Baur & Klein PA multi-year asset trail

Sponsor-wide plan assets over time

All Baur & Klein PA plans reported in each filing year

Latest sponsor-wide plan assets
$482K 64.59921740170532% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.29M $0.48M ▲ +65.5%
Year Plans Participants Total Assets
2022 1 2 $293K
2023 1 2 $368K
2024 1 2 $482K

Baur & Klein PA filing trail (2024)

Total Assets (Beginning of Year)$368K
Net Assets (End of Year)$482K
Net Income$114K
Employer EIN592107412
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Baur & Klein PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Baur & Klein PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000481642 · Participants: 2Baur & Klein PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Baur & Klein PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Baur & Klein PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Baur & Klein PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wynden Stark LLC 401(k) Profit Sharing Plan and Trust (External) in TX ($482K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baur & Klein PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Baur & Klein PA 401(k) Profit Sharing Plan & Trust surged - up 30.9% during 2024, from $368K to $482K. Reported net income was $114K.
How have Baur & Klein PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baur & Klein PA's sponsor-wide assets grew 64.6%, from $293K to $482K.
Where does Baur & Klein PA 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Baur & Klein PA 401(k) Profit Sharing Plan & Trust ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Baur & Klein PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wynden Stark LLC 401(k) Profit Sharing Plan and Trust (External) in TX ($482K, 344 participants).
Which 401(k) plans cover a similar participant headcount to Baur & Klein PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592107412.

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.