ESOP · DOL Form 5500 · 2024

Baker & O'brien, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
29
Participants Small participant base
58th
Percentile by assets National rank
$386,654
Avg per participant High balance/head
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Official DOL plan name: Baker & O'brien, Inc. Employee Stock Ownership Plan · Sponsored by Baker & O'brien, Inc. · Texas · Professional & Technical Services

$11M in assets, 29 participants

Baker & O'brien, Inc.'s Baker & O'brien, Inc. Employee Stock Ownership Plan reported $11M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,414 in Professional & Technical Services (20,173 peers)

2024 asset change

Baker & O'brien, Inc. Employee Stock Ownership Plan grew sharply 28.0% in 2024 ($9M → $11M) for 29 participants.

#11,414
in Professional & Technical Services (20,173 peers)
+28.0%
assets growth YoY

Baker & O'brien, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Baker & O'brien, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,212,954 Top 42% higher than 58% 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

Baker & O'brien, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker & O'brien, Inc. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baker & O'brien, Inc. Employee Stock Ownership Plan reported net income rose from -$250K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Baker & O'brien, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Baker & O'brien, Inc. Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2023 filing to 29 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752464053 · Baker & O'brien, Inc. PY 2024 · ESOP

Baker & O'brien, Inc. Employee Stock Ownership Plan · $11M · 29 · 58th

  • 5500 $11M
  • ASSETS 29
  • PCT 58th
  • EIN ESOP
  • RANK near Ironsmith, Inc. Employee Stock Ownership Plan
  • PHOTO ind #11414

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 What is an ESOP? → · Plans in Texas →

Baker & O'brien, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Peck's Market, Inc. Employee Stock Ownership PlanPeck's Market, Inc. Employee…$11MIrrigation Systems, Inc. Employee Stock Ownership PlanIrrigation Systems, Inc. Emp…$11MCommercial Bank of Mott Employee Stock Ownership PlanCommercial Bank of Mott Empl…$11MBaker & O'brien, Inc. Employee Stock Ownership PlanBaker & O'brien, Inc. Employ…$11MIronsmith, Inc. Employee Stock Ownership PlanIronsmith, Inc. Employee Sto…$11M
End-of-year total assets ($M) among Baker & O'brien, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Baker & O'brien, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Baker & O'brien, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 9.642911483848968% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $25.1M $27.6M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 64 $25M
2023 2 59 $24M
2024 2 60 $28M

2024 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN752464053
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Baker & O'brien, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Baker & O'brien, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011212954 · Participants: 29Baker & O'brien, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Baker & O'brien, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Baker & O'brien, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Baker & O'brien, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Ironsmith, Inc. Employee Stock Ownership Plan in CA ($11M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Baker & O'brien, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Baker & O'brien, Inc. Employee Stock Ownership Plan grew sharply - up 28.0% during 2024, from $9M to $11M. Reported net income was $2M.
How have Baker & O'brien, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker & O'brien, Inc.'s sponsor-wide assets grew 9.6%, from $25M to $28M.
Which ESOP plans are similar in size to Baker & O'brien, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ironsmith, Inc. Employee Stock Ownership Plan in CA ($11M, 13 participants).
Which ESOP plans cover a similar participant headcount to Baker & O'brien, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 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 752464053.

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.