Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Baker & Hostetler LLP · Ohio · Professional & Technical Services

What the 2023 filing shows

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan holds N/A for 1,029 participants.

N/A
total plan assets (2024 EOY)
1,029
covered participants
$38M
reported net income
Total Assets (2023)
N/A
Participants
1,029
State
Industry
Professional & Technical Services

What the Filing Says About Baker & Hostetler LLP Basic/Step-Rate Retirement Plan

Baker & Hostetler LLP Basic/Step-Rate Retirement Plan is a Money Purchase retirement plan sponsored by Baker & Hostetler LLP, headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 1,029 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 340082025, and the plan has been effective since 1968-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $473M at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $38M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$473M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$38M
Plan TypeMoney Purchase
Employer EIN340082025
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker & Hostetler LLP)

Year Plans Participants Total Assets
2022 4 3,274 $930M
2023 4 3,008 $1.1B
2024 3 3,093 $1.2B

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Baker & Hostetler LLP Basic/Step-Rate Retirement Plan?
As of the 2024 Form 5500 filing, Baker & Hostetler LLP Basic/Step-Rate Retirement Plan holds N/A in total assets with 1,029 participants. It is sponsored by Baker & Hostetler LLP.
What type of plan is Baker & Hostetler LLP Basic/Step-Rate Retirement Plan?
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan is a Money Purchase plan. It has been effective since 1968-01-01. The plan is filed with the U.S. Department of Labor under EIN 340082025.
Who sponsors the Baker & Hostetler LLP Basic/Step-Rate Retirement Plan?
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan is sponsored by Baker & Hostetler LLP, located in Ohio. The sponsor's EIN is 340082025 and the plan operates in the Professional & Technical Services industry.
How did Baker & Hostetler LLP Basic/Step-Rate Retirement Plan perform in 2024?
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan held N/A in total assets at the end of 2024. Net income was $38M.
Where can I find official filings for Baker & Hostetler LLP Basic/Step-Rate Retirement Plan?
Official Form 5500 filings for Baker & Hostetler LLP Basic/Step-Rate Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340082025 or plan name at efast.dol.gov.
How does Baker & Hostetler LLP Basic/Step-Rate Retirement Plan compare to other plans?
You can compare Baker & Hostetler LLP Basic/Step-Rate Retirement Plan against other Money Purchase plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 340082025.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.