401(k) · DOL Form 5500 · 2023

Baron & Budd, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
154
Participants Small participant base
86th
Percentile by assets National rank
$358,562
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan · Sponsored by Baron & Budd, a Professional Corporation · Texas · Professional & Technical Services

$55M in assets, 154 participants

Baron & Budd, a Professional Corporation's Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan reported $55M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,806 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan covers 154 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $55M.

#17,806
in Professional & Technical Services (20,321 peers)
+20.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan's outsized position by total assets

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$55,218,562 Top 14% higher than 86% of 127,068 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 2023

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan reported net income rose from $3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan reported participants fell from 189 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751573501 · Baron & Budd, a Professional Corporation PY 2023 · 401(k)

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan · $55M · 154 · 86th

  • BOY $55M
  • SCH 154
  • EBSA 86th
  • PART 401(k)
  • TYPE near National Guardian Life Savings Plan
  • NET ind #17806

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 →

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan in the asset neighbourhood

Tax-Deferred Retirement Investment Plan of the Boler CompanyTax-Deferred Retirement Inve…$55MBaron & Budd, P.C. 401(k) Retirement and Profit Sharing PlanBaron & Budd, P.C. 401(k) Re…$55MNational Guardian Life Savings PlanNational Guardian Life Savin…$55MWoods Oviatt Gilman, LLP 401(k) PlanWoods Oviatt Gilman, LLP 401…$55MRadiology Consultants of Iowa, PLC 401(k) PlanRadiology Consultants of Iow…$55M
End-of-year total assets ($M) among Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$55M
Net Income$9M
Employer EIN751573501
Plan Effective Date1977-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baron & Budd, a Professional Corporation)

Sponsor-wide plan assets over time

All Baron & Budd, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$55M 20.75402420750429% vs 2022
2023 filing year
$40M$45M$50M$55M$60M 20222023 $45.7M $55.2M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 189 $46M
2023 1 154 $55M

Nearby 401(k) Plans in Texas

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

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan, Total assets ($B): 0.055218562 · Participants: 154Baron & Budd, P.C. 401(k) Retirement and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan side-by-side with 3 peers →

Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is National Guardian Life Savings Plan in WI ($55M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan assets move in 2023? ▼
Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan grew sharply - up 20.8% during 2023, from $46M to $55M. Reported net income was $9M.
How have Baron & Budd, a Professional Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Baron & Budd, a Professional Corporation's sponsor-wide assets grew 20.8%, from $46M to $55M.
Where does Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Guardian Life Savings Plan in WI ($55M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751573501.

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.