Profit Sharing · DOL Form 5500 · 2024

Baard Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$2,165
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baard Investments, Inc. Profit Sharing Plan · Sponsored by Baard Investments, Inc. · Texas · Other Services

$2K in assets, 1 participants

Baard Investments, Inc.'s Baard Investments, Inc. Profit Sharing Plan reported $2K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #124 in Other Services (7,719 peers)

Baard Investments, Inc. multi-year trail

Baard Investments, Inc.'s plans moved -97.1% in assets from 2023 to 2024; this filing shows Baard Investments, Inc. Profit Sharing Plan at $2K / 1 participant.

#124
in Other Services (7,719 peers)
-97.1%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baard Investments, Inc. Profit Sharing Plan among the smaller filed plans by assets

Baard Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,165 1st percentile higher than 1% 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

Baard Investments, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baard Investments, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baard Investments, Inc. Profit Sharing Plan reported net income fell from $75K in the plan year 2023 filing to -$73K in the plan year 2024 filing.
  • Baard Investments, Inc. Profit Sharing Plan end-of-year assets fell from $75K in the plan year 2023 filing to $2K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931925743 · Baard Investments, Inc. PY 2024 · Profit Sharing

Baard Investments, Inc. Profit Sharing Plan · $2K · 1 · 1st

  • NET $2K
  • NET 1
  • NET 1st
  • NET Profit Sharing
  • NET near Whitetail Meadow, Inc. Retirement Plan
  • NET ind #124

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 Other Services retirement plans → · Plans in Texas →

Baard Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Baard Investments, Inc. Profit Sharing PlanBaard Investments, Inc. Prof…$2KWhitetail Meadow, Inc. Retirement PlanWhitetail Meadow, Inc. Retir…$2KAgerasia Inc. Retirement Plan$2KGlobal Management LLC 401(k)$2KAce Arthur C Madsen Md Profit Sharing PlanAce Arthur C Madsen Md Profi…$2K
End-of-year total assets ($M) among Baard Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Baard Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Baard Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2K 97.12001489876819% vs 2023
2024 filing year
$0M$0.05M$0.1M 20232024 $0.08M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 1 $75K
2024 1 1 $2K

Baard Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$75K
Net Assets (End of Year)$2K
Net Income-$73K
Employer EIN931925743
Plan Effective Date2023-06-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Baard Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Baard Investments, Inc. Profit Sharing Plan, Total assets ($B): 0.000002165 · Participants: 1Baard Investments, Inc. Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Baard Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Baard Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

Baard Investments, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Whitetail Meadow, Inc. Retirement Plan in TN ($2K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Baard Investments, Inc. Profit Sharing Plan assets move in 2024? ▼
Baard Investments, Inc. Profit Sharing Plan contracted severely - down 97.1% during 2024, from $75K to $2K. Reported net income was -$73K.
How have Baard Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Baard Investments, Inc.'s sponsor-wide assets declined 97.1%, from $75K to $2K.
Where does Baard Investments, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baard Investments, Inc. Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Baard Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Whitetail Meadow, Inc. Retirement Plan in TN ($2K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Baard Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 931925743.

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.