401(k) · DOL Form 5500 · 2024
Baker Avenue Asset Management, LP 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $207,359
- Avg per participant Above avg balance/head
Official DOL plan name: Baker Avenue Asset Management 401(k) Plan · Sponsored by Baker Avenue Asset Management, LP · California · Finance & Insurance
$7M in assets, 36 participants
Baker Avenue Asset Management, LP's Baker Avenue Asset Management 401(k) Plan reported $7M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #2,927 in Finance & Insurance (8,549 peers)
Baker Avenue Asset Management, LP multi-year trail
Baker Avenue Asset Management, LP's plans moved +112.4% in assets from 2022 to 2024; this filing shows Baker Avenue Asset Management 401(k) Plan at $7M / 36 participants.
- #2,927
- in Finance & Insurance (8,549 peers)
- +35.2%
- assets growth YoY
Baker Avenue Asset Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Baker Avenue Asset Management 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,464,929 Top 50% higher than 50% 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
Baker Avenue Asset Management 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. Baker Avenue Asset Management 401(k) Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baker Avenue Asset Management 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
DOL schedule card
Filing strip 201735413 · Baker Avenue Asset Management, LP PY 2024 · 401(k)
Baker Avenue Asset Management 401(k) Plan · $7M · 36 · 50th
- EIN $7M
- RANK 36
- PHOTO 50th
- IND 401(k)
- EOY near Pony Bird Retirement Plan
- 5500 ind #2927
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 Finance & Insurance retirement plans → · Plans in California →
Baker Avenue Asset Management 401(k) Plan in the asset neighbourhood
Baker Avenue Asset Management, LP multi-year asset trail
Sponsor-wide plan assets over time
All Baker Avenue Asset Management, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 112.40469440179555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $4M |
| 2023 | 1 | 36 | $6M |
| 2024 | 1 | 36 | $7M |
Baker Avenue Asset Management, LP filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 201735413 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Baker Avenue Asset Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Pony Bird Retirement Plan in MO ($7M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Pony Bird Retirement Plan (MO) $7M · 199
- Alliance Sports Group 401(k) Savings Plan (TX) $7M · 266
- Bulldog Group 401(k) Plan (NC) $7M · 178
- Morrow Energy 401(k) Plan (TX) $7M · 209
Similar participant headcount
Nearest other-state filings by covered participants (36 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.