401(k) · DOL Form 5500 · 2024

Baxter Hodell Donnelly Preston, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
182
Participants Below avg headcount
78th
Percentile by assets National rank
$169,463
Avg per participant Above avg balance/head
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Official DOL plan name: Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust · Sponsored by Baxter Hodell Donnelly Preston, Inc. · Ohio · Professional & Technical Services

$31M in assets, 182 participants

Baxter Hodell Donnelly Preston, Inc.'s Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust reported $31M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,701 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust covers 182 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $31M.

#15,701
in Professional & Technical Services (20,173 peers)
+25.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust's outsized position by total assets

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust vs every filed plan by assets

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

$30,842,218 Top 22% higher than 78% 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

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust end-of-year assets rose from $25M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust reported participants rose from 163 in the plan year 2023 filing to 182 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311190740 · Baxter Hodell Donnelly Preston, Inc. PY 2024 · 401(k)

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust · $31M · 182 · 78th

  • NET $31M
  • NET 182
  • NET 78th
  • NET 401(k)
  • NET near Rpx Corporation Retirement Savings Plan
  • NET ind #15701

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 Ohio →

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust in the asset neighbourhood

Pottstown Medical Specialists, Inc Profit Sharing 401(k) PlanPottstown Medical Specialist…$31MBaxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and TrustBaxter Hodell Donnelly Prest…$31MRpx Corporation Retirement Savings PlanRpx Corporation Retirement S…$31MJobot LLC 401(k) Profit Sharing Plan & TrustJobot LLC 401(k) Profit Shar…$31MMissouri Farm Bureau Insurance Brokerage Agents' Retirement Plan and TrustMissouri Farm Bureau Insuran…$31M
End-of-year total assets ($M) among Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN311190740
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baxter Hodell Donnelly Preston, Inc.)

Sponsor-wide plan assets over time

All Baxter Hodell Donnelly Preston, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 48.12050090520379% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.8M $30.8M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 126 $21M
2023 1 163 $25M
2024 1 182 $31M

Nearby 401(k) Plans in Ohio

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

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust, Total assets ($B): 0.030842218 · Participants: 182Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust side-by-side with 3 peers →

Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rpx Corporation Retirement Savings Plan in CA ($31M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust assets move in 2024? ▼
Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust grew sharply - up 25.5% during 2024, from $25M to $31M. Reported net income was $6M.
How have Baxter Hodell Donnelly Preston, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baxter Hodell Donnelly Preston, Inc.'s sponsor-wide assets grew 48.1%, from $21M to $31M.
Where does Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust rank by assets among Form 5500 filers? ▼
Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rpx Corporation Retirement Savings Plan in CA ($31M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fortis Lux Advantage 401(k) in FL (182 participants, $2M 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 311190740.

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.