401(k) · DOL Form 5500 · 2024

Baptist Ventures Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
108
Participants Small participant base
57th
Percentile by assets National rank
$96,592
Avg per participant Below avg balance/head
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Official DOL plan name: Baptist Ventures, Inc. 401(k) Plan · Sponsored by Baptist Ventures Inc. · Alabama · Healthcare & Social Assistance

$10M in assets, 108 participants

Baptist Ventures Inc.'s Baptist Ventures, Inc. 401(k) Plan reported $10M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,502 in Healthcare & Social Assistance (16,916 peers)

Coverage in Alabama

Baptist Ventures, Inc. 401(k) Plan covers 108 participants in Alabama, about 30% of the average Alabama filer (state average ~360 per filing). Assets: $10M.

#10,502
in Healthcare & Social Assistance (16,916 peers)
+6.0%
assets growth YoY

Baptist Ventures, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Baptist Ventures, Inc. 401(k) Plan vs every filed plan by assets

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

$10,431,892 Top 43% higher than 57% 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

Baptist Ventures, Inc. 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. Baptist Ventures, Inc. 401(k) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baptist Ventures, Inc. 401(k) Plan reported net income fell from $871K in the plan year 2023 filing to $590K in the plan year 2024 filing.
  • Baptist Ventures, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 630837260 · Baptist Ventures Inc. PY 2024 · 401(k)

Baptist Ventures, Inc. 401(k) Plan · $10M · 108 · 57th

  • VS-ST $10M
  • BOY 108
  • SCH 57th
  • EBSA 401(k)
  • PART near Zimperium, Inc. 401(k) Plan & Trust
  • TYPE ind #10502

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 Alabama →

Baptist Ventures, Inc. 401(k) Plan in the asset neighbourhood

Baptist Ventures, Inc. 401(k) PlanBaptist Ventures, Inc. 401(k…$10MZimperium, Inc. 401(k) Plan & TrustZimperium, Inc. 401(k) Plan …$10MAccelerate Learning Inc. Retirement PlanAccelerate Learning Inc. Ret…$10MCentral Distributors, Inc. Employee Savings PlanCentral Distributors, Inc. E…$10MRunning Aces Casino & Racetrack 401(k) PlanRunning Aces Casino & Racetr…$10M
End-of-year total assets ($M) among Baptist Ventures, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$590K
Employer EIN630837260
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Ventures Inc.)

Sponsor-wide plan assets over time

All Baptist Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.278915790432283% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $8.97M $10.4M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 106 $9M
2023 1 107 $10M
2024 1 108 $10M

Nearby 401(k) Plans in Alabama

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

Baptist Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Baptist Ventures, Inc. 401(k) Plan, Total assets ($B): 0.010431892 · Participants: 108Baptist Ventures, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Baptist Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Baptist Ventures, Inc. 401(k) Plan side-by-side with 3 peers →

Baptist Ventures, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Zimperium, Inc. 401(k) Plan & Trust in TX ($10M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Baptist Ventures, Inc. 401(k) Plan assets move in 2024? ▼
Baptist Ventures, Inc. 401(k) Plan grew at a solid clip - up 6.0% during 2024, from $10M to $10M. Reported net income was $590K.
How have Baptist Ventures Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baptist Ventures Inc.'s sponsor-wide assets grew 16.3%, from $9M to $10M.
Which 401(k) plans are similar in size to Baptist Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zimperium, Inc. 401(k) Plan & Trust in TX ($10M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Baptist Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M 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 630837260.

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.