401(k) · DOL Form 5500 · 2024
Baron Management Services Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $77,336
- Avg per participant Below avg balance/head
Official DOL plan name: The Baron/Essex Retirement Savings Plan · Sponsored by Baron Management Services Inc. · Colorado · Real Estate
$10M in assets, 130 participants
Baron Management Services Inc.'s The Baron/Essex Retirement Savings Plan reported $10M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #3,386 in Real Estate (4,605 peers)
Coverage in Colorado
The Baron/Essex Retirement Savings Plan covers 130 participants in Colorado, about 35% of the average Colorado filer (state average ~376 per filing). Assets: $10M.
- #3,386
- in Real Estate (4,605 peers)
- +17.1%
- assets growth YoY
The Baron/Essex Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers
The Baron/Essex Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,053,711 Top 44% higher than 56% 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
The Baron/Essex Retirement Savings 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. The Baron/Essex Retirement Savings Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Baron/Essex Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- The Baron/Essex Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Baron/Essex Retirement Savings Plan reported participants fell from 136 in the plan year 2023 filing to 130 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 831848091 · Baron Management Services Inc. PY 2024 · 401(k)
The Baron/Essex Retirement Savings Plan · $10M · 130 · 56th
- RANK $10M
- PHOTO 130
- IND 56th
- EOY 401(k)
- 5500 near Nsc Global LLC 401(k) Profit Sharing Plan
- ASSETS ind #3386
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 Real Estate retirement plans → · Plans in Colorado →
The Baron/Essex Retirement Savings Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 831848091 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baron Management Services Inc.)
Sponsor-wide plan assets over time
All Baron Management Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 43.20707606303401% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $7M |
| 2023 | 1 | 136 | $9M |
| 2024 | 1 | 130 | $10M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
The Baron/Essex Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Nsc Global LLC 401(k) Profit Sharing Plan in OH ($10M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Nsc Global LLC 401(k) Profit Sharing Plan (OH) $10M · 181
- Pharpoint Research, Inc. 401(k) Plan (NC) $10M · 168
- Castlerock Communities, L.L.C. 401(k) Plan (TX) $10M · 186
- Endurance Group, LLC 401(k) Plan (PA) $10M · 63
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust (NY) 130 · 0 off
- Hni Risk Services 401(k) Plan (MI) 130 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 130 · 0 off
- Paragon Legal Group LLC 401(k) Plan (CA) 130 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.