401(k) · DOL Form 5500 · 2023

Thorson Baker & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
140
Participants Small participant base
75th
Percentile by assets National rank
$161,401
Avg per participant Above avg balance/head
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Official DOL plan name: Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust · Sponsored by Thorson Baker & Associates, Inc. · Ohio · Professional & Technical Services

$23M in assets, 140 participants

Thorson Baker & Associates, Inc.'s Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust reported $23M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,217 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust covers 140 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#15,217
in Professional & Technical Services (20,321 peers)
+24.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,596,135 Top 25% higher than 75% 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

Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust 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. Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust reported participants rose from 124 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341739418 · Thorson Baker & Associates, Inc. PY 2023 · 401(k)

Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust · $23M · 140 · 75th

  • BOOK $23M
  • BOOK 140
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near Kendra Scott 401(k) Plan
  • BOOK ind #15217

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 Ohio →

Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Thorson Baker & Associates, Inc. Profit Sharing Plan and TrustThorson Baker & Associates, …$23MKendra Scott 401(k) Plan$23MRoane General Hospital 401(k) Profit Sharing PlanRoane General Hospital 401(k…$23MArntz Builders Profit Sharing PlanArntz Builders Profit Sharin…$23MCenergistic, LLC Profit Sharing PlanCenergistic, LLC Profit Shar…$23M
End-of-year total assets ($M) among Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN341739418
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thorson Baker & Associates, Inc.)

Sponsor-wide plan assets over time

All Thorson Baker & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 36.753925191842384% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.1M $24.8M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 124 $18M
2023 1 140 $23M
2024 1 118 $25M

Nearby 401(k) Plans in Ohio

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

Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.022596135 · Participants: 140Thorson Baker & Associates, Inc. Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Kendra Scott 401(k) Plan in TX ($23M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust grew sharply - up 24.8% during 2023, from $18M to $23M. Reported net income was $4M.
How have Thorson Baker & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thorson Baker & Associates, Inc.'s sponsor-wide assets grew 36.8%, from $18M to $25M.
Where does Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust ranks in the 75th 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 Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kendra Scott 401(k) Plan in TX ($23M, 1,486 participants).
Which 401(k) plans cover a similar participant headcount to Thorson Baker & Associates, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 341739418.

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.