401(k) · DOL Form 5500 · 2024

Jim Baier, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
38
Participants Small participant base
40th
Percentile by assets National rank
$114,974
Avg per participant Below avg balance/head
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Official DOL plan name: Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Jim Baier, Inc. · Iowa · Retail Trade

$4M in assets, 38 participants

Jim Baier, Inc.'s Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,069 in Retail Trade (8,048 peers)

Jim Baier, Inc. multi-year trail

Jim Baier, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust at $4M / 38 participants.

#4,069
in Retail Trade (8,048 peers)
+17.3%
assets growth YoY

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,369,000 40th percentile higher than 40% 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

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $499K in the plan year 2023 filing to $644K in the plan year 2024 filing.
  • Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 34 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420982103 · Jim Baier, Inc. PY 2024 · 401(k)

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 38 · 40th

  • EIN $4M
  • RANK 38
  • PHOTO 40th
  • IND 401(k)
  • EOY near I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #4069

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 Retail Trade retirement plans → · Plans in Iowa →

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jim Baier, Inc. 401(k) Profit Sharing Plan and TrustJim Baier, Inc. 401(k) Profi…$4MI. Schumann & Co. LLC 401(k) Profit Sharing Plan & TrustI. Schumann & Co. LLC 401(k)…$4MBull Moose Tube Company Savings and Investment PlanBull Moose Tube Company Savi…$4MPhysician Anesthesia of Pueblo, P.C. Profit Sharing PlanPhysician Anesthesia of Pueb…$4MNoetic Strategies, Inc. 401(k) Profit Sharing PlanNoetic Strategies, Inc. 401(…$4M
End-of-year total assets ($M) among Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jim Baier, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jim Baier, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.41530096817756% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.23M $4.37M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 39 $3M
2023 1 34 $4M
2024 1 38 $4M

Jim Baier, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$644K
Employer EIN420982103
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004369 · Participants: 38Jim Baier, Inc. 401(k) Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH ($4M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 17.3% during 2024, from $4M to $4M. Reported net income was $644K.
How have Jim Baier, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim Baier, Inc.'s sponsor-wide assets grew 35.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH ($4M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 420982103.

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.