401(k) · DOL Form 5500 · 2024

Baxter Planning Systems Opco, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 67
Participants Small participant base: 69th
Percentile by assets National rank: $284,429
Avg per participant High balance/head

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Official DOL plan name: Bps 401(k) Plan · Sponsored by Baxter Planning Systems Opco, LLC · Texas · Professional & Technical Services

$19M in assets, 67 participants

Baxter Planning Systems Opco, LLC's Bps 401(k) Plan reported $19M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

#13,813 in Professional & Technical Services (20,173 peers)

Baxter Planning Systems Opco, LLC multi-year trail

Baxter Planning Systems Opco, LLC's plans moved +49.0% in assets from 2022 to 2024; this filing shows Bps 401(k) Plan at $19M / 67 participants.

#13,813
in Professional & Technical Services (20,173 peers): +24.4%
assets growth YoY

Bps 401(k) Plan's outsized position by total assets

Bps 401(k) Plan vs every filed plan by assets

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

$19,056,724 Top 31% higher than 69% 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

Bps 401(k) 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. Bps 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bps 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Bps 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Bps 401(k) Plan reported participants fell from 71 in the plan year 2023 filing to 67 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 822116114 · Baxter Planning Systems Opco, LLC PY 2024 · 401(k)

Bps 401(k) Plan · $19M · 67 · 69th

PCT $19M
PCT 67
PCT 69th
PCT 401(k)
PCT near Energy North Retirement Plan
PCT ind #13813

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 Texas →

End-of-year total assets ($M) among Bps 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Baxter Planning Systems Opco, LLC multi-year asset trail

Latest sponsor-wide plan assets: $19M 49.02338106472441% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	74	$13M
2023	1	71	$15M
2024	1	67	$19M

Baxter Planning Systems Opco, LLC filing trail (2024)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$19M
Net Income	$4M
Employer EIN	822116114
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Bps 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Bps 401(k) Plan side-by-side with 3 peers →

Bps 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Energy North Retirement Plan in MA ($19M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Energy North Retirement Plan (MA) $19M · 901
America's Healthcare Employee Retirement Pep (NJ) $19M · 5,795
Mj 401(k) Pep (OR) $19M · N/A
H2 Health 401(k) Plan (FL) $19M · 1,915

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

Heidler Roofing Services, Inc 401(k) Profit Sharing Plan (PA) 67 · 0 off
Gaylord Chemical Company, L.L.C. 401(k) Plan (LA) 67 · 0 off
Sierra Nevada Construction, Inc. 401(k) Profit Sharing Plan and Trust (NV) 67 · 0 off
Blevins Asphalt Construction Company 401(k) Profit Sharing Plan (MO) 67 · 0 off

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 Bps 401(k) Plan assets move in 2024? ▼

Bps 401(k) Plan grew sharply - up 24.4% during 2024, from $15M to $19M. Reported net income was $4M.

How have Baxter Planning Systems Opco, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Baxter Planning Systems Opco, LLC's sponsor-wide assets grew 49.0%, from $13M to $19M.

Which 401(k) plans are similar in size to Bps 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Energy North Retirement Plan in MA ($19M, 901 participants).

Which 401(k) plans cover a similar participant headcount to Bps 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 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 822116114.