Defined Benefit (Pension) · DOL Form 5500 · 2024

H. J. Baker & Bro., LLC Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size: 14
Participants Small participant base: 77th
Percentile by assets National rank: $2.1M
Avg per participant High balance/head

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Official DOL plan name: H. J. Baker & Bro., LLC Employees' Retirement Plan · Sponsored by H. J. Baker & Bro., LLC · Texas · Manufacturing

$29M in assets, 14 participants

H. J. Baker & Bro., LLC's H. J. Baker & Bro., LLC Employees' Retirement Plan reported $29M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

#12,108 in Manufacturing (17,777 peers)

Where H. J. Baker & Bro., LLC Employees' Retirement Plan sits by assets

H. J. Baker & Bro., LLC Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 14 participants (~$2.1M/participant), down 5.2% in 2024.

#12,108
in Manufacturing (17,777 peers): -5.2%
assets change YoY: 0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H. J. Baker & Bro., LLC Employees' Retirement Plan's outsized position by total assets

H. J. Baker & Bro., LLC Employees' Retirement Plan vs every filed plan by assets

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

$28,995,720 Top 23% higher than 77% 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

H. J. Baker & Bro., LLC Employees' Retirement 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. H. J. Baker & Bro., LLC Employees' Retirement Plan is a small filing (14 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

H. J. Baker & Bro., LLC Employees' Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
H. J. Baker & Bro., LLC Employees' Retirement Plan reported participants fell from 18 in the plan year 2023 filing to 14 in the plan year 2024 filing.
H. J. Baker & Bro., LLC Employees' Retirement Plan end-of-year assets fell from $31M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814867907 · H. J. Baker & Bro., LLC PY 2024 · Defined Benefit (Pension)

H. J. Baker & Bro., LLC Employees' Retirement Plan · $29M · 14 · 77th

ASSETS $29M
PCT 14
EIN 77th
RANK Defined Benefit (Pension)
PHOTO near Momentive Technologies Pension Plan
IND ind #12108

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 Manufacturing retirement plans → · Plans in Texas →

End-of-year total assets ($M) among H. J. Baker & Bro., LLC Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$29M
Net Income	-$2M
Employer EIN	814867907
Plan Effective Date	1950-12-15
Filing Status	FILING RECEIVED

Sponsor Plan History (H. J. Baker & Bro., LLC)

Latest sponsor-wide plan assets: $51M 14.402043924934613% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	100	$45M
2023	2	101	$51M
2024	2	88	$51M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

H. J. Baker & Bro., LLC Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $28.3B · 100,400
Exxonmobil Pension Plan $12.1B · 22,000
Chevron Retirement Plan $9.7B · 21,297
Shell Pension Plan $9.7B · 12,688
Caterpillar Inc. Retirement Income Plan $9.2B · 11,498

Compare H. J. Baker & Bro., LLC Employees' Retirement Plan side-by-side with 3 peers →

H. J. Baker & Bro., LLC Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Momentive Technologies Pension Plan in OH ($29M); by covered participants it is Cypress Hills Cemetery Pension Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Momentive Technologies Pension Plan (OH) $29M · 231
American Postal Workers Union Employees' Retirement Plan (DC) $29M · 54
Defined Benefit Plan of Special Service for Groups, Inc. (CA) $29M · 156
Plasterers & Cement Masons Local 40 Pension Fund (NY) $29M · 90

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

Cypress Hills Cemetery Pension Plan (NY) 14 · 0 off
M & R Distributors International, Inc. Defined Benefit Pension Plan (FL) 14 · 0 off
M & R Distributors International, Inc. Defined Benefit Pension Plan (FL) 14 · 0 off
Middleburgh Telephone Company Pension Plan (NY) 14 · 0 off

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 H. J. Baker & Bro., LLC Employees' Retirement Plan assets move in 2024? ▼

H. J. Baker & Bro., LLC Employees' Retirement Plan pulled back noticeably - down 5.2% during 2024, from $31M to $29M. Reported net income was -$2M.

How have H. J. Baker & Bro., LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), H. J. Baker & Bro., LLC's sponsor-wide assets grew 14.4%, from $45M to $51M.

Where does H. J. Baker & Bro., LLC Employees' Retirement Plan rank by assets among Form 5500 filers? ▼

H. J. Baker & Bro., LLC Employees' Retirement Plan ranks in the 77th 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 Defined Benefit (Pension) plans are similar in size to H. J. Baker & Bro., LLC Employees' Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Momentive Technologies Pension Plan in OH ($29M, 231 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to H. J. Baker & Bro., LLC Employees' Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cypress Hills Cemetery Pension Plan in NY (14 participants, $1M 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 814867907.