Profit Sharing · DOL Form 5500 · 2024
Baumgartner & Company, LLC Profit Sharing Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 72
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $357,734
- Avg per participant High balance/head
Official DOL plan name: Baumgartner & Company, LLC Profit Sharing Plan · Sponsored by Baumgartner & Company, LLC · Indiana · Construction
$26M in assets, 72 participants
Baumgartner & Company, LLC's Baumgartner & Company, LLC Profit Sharing Plan reported $26M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,645 in Construction (9,039 peers)
Where Baumgartner & Company, LLC Profit Sharing Plan sits by assets
Baumgartner & Company, LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 72 participants (~$357,734/participant), up 11.5% in 2024.
- #6,645
- in Construction (9,039 peers)
- +11.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Baumgartner & Company, LLC Profit Sharing Plan's outsized position by total assets
Baumgartner & Company, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,756,842 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Baumgartner & Company, LLC Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baumgartner & Company, LLC Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baumgartner & Company, LLC Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Baumgartner & Company, LLC Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Baumgartner & Company, LLC Profit Sharing Plan reported participants fell from 73 in the plan year 2023 filing to 72 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 351889453 · Baumgartner & Company, LLC PY 2024 · Profit Sharing
Baumgartner & Company, LLC Profit Sharing Plan · $26M · 72 · 75th
- BOOK $26M
- BOOK 72
- BOOK 75th
- BOOK Profit Sharing
- BOOK near Western Mutual Insurance Company Profit Sharing / 401(k) Plan
- BOOK ind #6645
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 Construction retirement plans → · Plans in Indiana →
Baumgartner & Company, LLC Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 351889453 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baumgartner & Company, LLC)
Sponsor-wide plan assets over time
All Baumgartner & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 34.84761267687372% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $19M |
| 2023 | 1 | 73 | $23M |
| 2024 | 1 | 72 | $26M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.6B · 10,920
- Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
- Cfni Retirement Plan $233M · 6,376
- Do It Best Corp. Restated Employees' Savings & Profit Sharing $219M · 2,068
- International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760
Baumgartner & Company, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Western Mutual Insurance Company Profit Sharing / 401(k) Plan in CA ($26M); by covered participants it is Kraynak's Inc Profit Sharing Plan in PA (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Western Mutual Insurance Company Profit Sharing / 401(k) Plan (CA) $26M · 92
- Sentry Equipment Erectors, Inc. Stock Bonus Plan (VA) $26M · N/A
- Siam 403(b) (PA) $26M · 79
- Faith Technologies Incorporated 401(a) Plan (WI) $26M · 3,155
Similar participant headcount
Nearest other-state filings by covered participants (72 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.