Other · DOL Form 5500 · 2024
BAKERRIPLEY Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 1,358
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $32,318
- Avg per participant Low balance/head
Official DOL plan name: Bakerripley 403(b) Plan · Sponsored by BAKERRIPLEY · Texas · Healthcare & Social Assistance
$44M in assets, 1,358 participants
BAKERRIPLEY's Bakerripley 403(b) Plan reported $44M in total assets and 1,358 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,400 in Healthcare & Social Assistance (16,916 peers)
Where Bakerripley 403(b) Plan sits by assets
Bakerripley 403(b) Plan sits in the top quartile of all filed plans by assets, $44M for 1,358 participants (~$32,318/participant), up 14.2% in 2024.
- #14,400
- in Healthcare & Social Assistance (16,916 peers)
- +14.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Bakerripley 403(b) Plan's outsized position by total assets
Bakerripley 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,887,949 Top 17% higher than 83% 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
Bakerripley 403(b) 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. Bakerripley 403(b) Plan lands in the large band (1,358 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bakerripley 403(b) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Bakerripley 403(b) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237062976 · BAKERRIPLEY PY 2024 · Other
Bakerripley 403(b) Plan · $44M · 1,358 · 83rd
- TYPE $44M
- NET 1,358
- BOOK 83rd
- VS-ST Other
- BOY near Didi Hirsch Mental Health Services Retirement Plan
- SCH ind #14400
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Bakerripley 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $5M |
| Employer EIN | 237062976 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (BAKERRIPLEY)
Sponsor-wide plan assets over time
All BAKERRIPLEY plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 41.73415662475706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,406 | $31M |
| 2023 | 1 | 1,358 | $38M |
| 2024 | 1 | 1,358 | $44M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Bakerripley 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Didi Hirsch Mental Health Services Retirement Plan in CA ($44M); by covered participants it is Goodwill Industries of North Florida Retirement Savings Plan in FL (1,359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Didi Hirsch Mental Health Services Retirement Plan (CA) $44M · 705
- Keuka College Retirement Plan (NY) $44M · 198
- California Pacific Medical Center Voluntary Plan (CA) $44M · 267
- Green Vale School 403(b) DC Plan Ra (NY) $44M · 106
Similar participant headcount
Nearest other-state filings by covered participants (1,358 participants); asset peers above are excluded.
- Goodwill Industries of North Florida Retirement Savings Plan (FL) 1,359 · 1 off
- Sunset Park Health Council 403(b) Plan (NY) 1,359 · 1 off
- The Scripps Research Institute Tax Sheltered Annuity Plan (CA) 1,355 · 3 off
- Center for Human Development DC Retirement Plan (MA) 1,361 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.