401(k) · DOL Form 5500 · 2024

Baxter Shared Services, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,519
Participants Near avg headcount
86th
Percentile by assets National rank
$40,427
Avg per participant Low balance/head
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Official DOL plan name: Baxter Auto Group 401(k) Plan · Sponsored by Baxter Shared Services, LLC · Nebraska · Retail Trade

$61M in assets, 1,519 participants

Baxter Shared Services, LLC's Baxter Auto Group 401(k) Plan reported $61M in total assets and 1,519 participants in its 2024 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.

  • #7,434 in Retail Trade (8,048 peers)

Coverage in Nebraska

Baxter Auto Group 401(k) Plan covers 1,519 participants in Nebraska, 2.8x the typical Nebraska plan (state average ~552 per filing). Assets: $61M.

#7,434
in Retail Trade (8,048 peers)
+15.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Baxter Auto Group 401(k) Plan's outsized position by total assets

Baxter Auto Group 401(k) Plan vs every filed plan by assets

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

$61,409,320 Top 14% higher than 86% 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

Baxter Auto Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baxter Auto Group 401(k) Plan lands in the large band (1,519 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baxter Auto Group 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Baxter Auto Group 401(k) Plan reported participants rose from 985 in the plan year 2023 filing to 1,519 in the plan year 2024 filing.
  • Baxter Auto Group 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $61M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 470778355 · Baxter Shared Services, LLC PY 2024 · 401(k)

Baxter Auto Group 401(k) Plan · $61M · 1,519 · 86th

  • BOOK $61M
  • BOOK 1,519
  • BOOK 86th
  • BOOK 401(k)
  • BOOK near South Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #7434

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 Nebraska →

Baxter Auto Group 401(k) Plan in the asset neighbourhood

Turnberry Solutions 401(k) Profit Sharing PlanTurnberry Solutions 401(k) P…$61MBaxter Auto Group 401(k) Plan$61MSouth Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing PlanSouth Dayton Acute Care Cons…$61MHeritage Tractor 401(k) Plan$61MOpen Road 401(k) Plan$61M
End-of-year total assets ($M) among Baxter Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$61M
Net Income$8M
Employer EIN470778355
Plan Effective Date1993-04-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Baxter Shared Services, LLC)

Sponsor-wide plan assets over time

All Baxter Shared Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 15.262756008247958% vs 2023
2024 filing year
$50M$55M$60M$65M 20232024 $53.3M $61.4M ▲ +15.3%
Year Plans Participants Total Assets
2023 1 985 $53M
2024 1 1,519 $61M

Nearby 401(k) Plans in Nebraska

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

Baxter Auto Group 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246810 Total assets ($B) Participants Baxter Auto Group 401(k) Plan, Total assets ($B): 0.06140932 · Participants: 1519Baxter Auto Group 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Baxter Auto Group 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Baxter Auto Group 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is South Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing Plan in OH ($61M); by covered participants it is Colonial Williamsburg Tax Deferred Savings Plan in VA (1,519 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,519 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 Baxter Auto Group 401(k) Plan assets move in 2024? ▼
Baxter Auto Group 401(k) Plan grew sharply - up 15.3% during 2024, from $53M to $61M. Reported net income was $8M.
How have Baxter Shared Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Baxter Shared Services, LLC's sponsor-wide assets grew 15.3%, from $53M to $61M.
Where does Baxter Auto Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Baxter Auto Group 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Baxter Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing Plan in OH ($61M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Baxter Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colonial Williamsburg Tax Deferred Savings Plan in VA (1,519 participants, $101M 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 470778355.

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.