401(k) · DOL Form 5500 · 2024

Baldwin & Sons, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
113
Participants Small participant base
64th
Percentile by assets National rank
$128,154
Avg per participant Near avg balance/head
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Official DOL plan name: Baldwin & Sons, LLC 401(k) Plan · Sponsored by Baldwin & Sons, LLC · California · Real Estate

$14M in assets, 113 participants

Baldwin & Sons, LLC's Baldwin & Sons, LLC 401(k) Plan reported $14M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,661 in Real Estate (4,605 peers)

Coverage in California

Baldwin & Sons, LLC 401(k) Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $14M.

#3,661
in Real Estate (4,605 peers)
+11.9%
assets growth YoY

Baldwin & Sons, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Baldwin & Sons, LLC 401(k) Plan vs every filed plan by assets

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

$14,481,381 Top 36% higher than 64% 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

Baldwin & Sons, LLC 401(k) 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. Baldwin & Sons, LLC 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baldwin & Sons, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Baldwin & Sons, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Baldwin & Sons, LLC 401(k) Plan reported participants rose from 111 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262161618 · Baldwin & Sons, LLC PY 2024 · 401(k)

Baldwin & Sons, LLC 401(k) Plan · $14M · 113 · 64th

  • PART $14M
  • TYPE 113
  • NET 64th
  • BOOK 401(k)
  • VS-ST near Sensors, Inc. Retirement Savings Plan
  • BOY ind #3661

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 California →

Baldwin & Sons, LLC 401(k) Plan in the asset neighbourhood

Baldwin & Sons, LLC 401(k) PlanBaldwin & Sons, LLC 401(k) P…$14MSensors, Inc. Retirement Savings PlanSensors, Inc. Retirement Sav…$14MVantage Holding Company 401(k) Savings PlanVantage Holding Company 401(…$14MAustin Telco Federal Credit Union 401(k) PlanAustin Telco Federal Credit …$14MBwt LLC 401(k) Plan$14M
End-of-year total assets ($M) among Baldwin & Sons, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN262161618
Plan Effective Date2010-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baldwin & Sons, LLC)

Sponsor-wide plan assets over time

All Baldwin & Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 33.48357714038893% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.5M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 107 $11M
2023 1 111 $13M
2024 1 113 $14M

Nearby 401(k) Plans in California

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

Baldwin & Sons, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Baldwin & Sons, LLC 401(k) Plan, Total assets ($B): 0.014481381 · Participants: 113Baldwin & Sons, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Baldwin & Sons, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Baldwin & Sons, LLC 401(k) Plan side-by-side with 3 peers →

Baldwin & Sons, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sensors, Inc. Retirement Savings Plan in MI ($14M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Baldwin & Sons, LLC 401(k) Plan assets move in 2024? ▼
Baldwin & Sons, LLC 401(k) Plan grew at a solid clip - up 11.9% during 2024, from $13M to $14M. Reported net income was $2M.
How have Baldwin & Sons, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baldwin & Sons, LLC's sponsor-wide assets grew 33.5%, from $11M to $14M.
Which 401(k) plans are similar in size to Baldwin & Sons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sensors, Inc. Retirement Savings Plan in MI ($14M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Baldwin & Sons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 262161618.

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.