401(k) · DOL Form 5500 · 2024

First Baird Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
195
Participants Below avg headcount
61st
Percentile by assets National rank
$66,444
Avg per participant Below avg balance/head
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Official DOL plan name: First Baird Bancshares, Inc. 401(k) Profit Sharing Plan · Sponsored by First Baird Bancshares, Inc. · Texas · Finance & Insurance

$13M in assets, 195 participants

First Baird Bancshares, Inc.'s First Baird Bancshares, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,871 in Finance & Insurance (8,549 peers)

Coverage in Texas

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan covers 195 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#3,871
in Finance & Insurance (8,549 peers)
+11.0%
assets growth YoY

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,956,565 Top 39% higher than 61% 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

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Baird Bancshares, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Baird Bancshares, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • First Baird Bancshares, Inc. 401(k) Profit Sharing Plan reported participants rose from 183 in the plan year 2023 filing to 195 in the plan year 2024 filing.
  • First Baird Bancshares, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751777399 · First Baird Bancshares, Inc. PY 2024 · 401(k)

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan · $13M · 195 · 61st

  • BOY $13M
  • SCH 195
  • EBSA 61st
  • PART 401(k)
  • TYPE near Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan
  • NET ind #3871

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 Finance & Insurance retirement plans → · Plans in Texas →

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

First Baird Bancshares, Inc. 401(k) Profit Sharing PlanFirst Baird Bancshares, Inc.…$13MLhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing PlanLhc, Incorporated/Thompson R…$13MHeitech Services, Inc. 401(k) PlanHeitech Services, Inc. 401(k…$13MAlan J. Zuccari, Inc. 401(k) Profit Sharing PlanAlan J. Zuccari, Inc. 401(k)…$13MVelocity 401(k) Plan$13M
End-of-year total assets ($M) among First Baird Bancshares, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN751777399
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Baird Bancshares, Inc.)

Sponsor-wide plan assets over time

All First Baird Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 23.72700953800443% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $13M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 186 $10M
2023 1 183 $12M
2024 1 195 $13M

Nearby 401(k) Plans in Texas

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

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants First Baird Bancshares, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012956565 · Participants: 195First Baird Bancshares, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
First Baird Bancshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Baird Bancshares, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

First Baird Bancshares, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan in MT ($13M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 First Baird Bancshares, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
First Baird Bancshares, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.0% during 2024, from $12M to $13M. Reported net income was $1M.
How have First Baird Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Baird Bancshares, Inc.'s sponsor-wide assets grew 23.7%, from $10M to $13M.
Which 401(k) plans are similar in size to First Baird Bancshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan in MT ($13M, 228 participants).
Which 401(k) plans cover a similar participant headcount to First Baird Bancshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants, 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 751777399.

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.