401(k) · DOL Form 5500 · 2024

James Baker Group Inc 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
111
Participants Small participant base
88th
Percentile by assets National rank
$668,585
Avg per participant High balance/head
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Official DOL plan name: James Baker Group, Inc. 401(k) Plan · Sponsored by James Baker Group Inc · Oklahoma · Finance & Insurance

$74M in assets, 111 participants

James Baker Group Inc's James Baker Group, Inc. 401(k) Plan reported $74M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,967 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

James Baker Group, Inc. 401(k) Plan covers 111 participants in Oklahoma, about 15% of the average Oklahoma filer (state average ~760 per filing). Assets: $74M.

#6,967
in Finance & Insurance (8,549 peers)
+12.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

James Baker Group, Inc. 401(k) Plan's outsized position by total assets

James Baker Group, Inc. 401(k) Plan vs every filed plan by assets

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

$74,212,967 Top 12% higher than 88% 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

James Baker Group, 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. James Baker Group, Inc. 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James Baker Group, Inc. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • James Baker Group, Inc. 401(k) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • James Baker Group, Inc. 401(k) Plan reported participants rose from 104 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731402976 · James Baker Group Inc PY 2024 · 401(k)

James Baker Group, Inc. 401(k) Plan · $74M · 111 · 88th

  • EOY $74M
  • EOY 111
  • EOY 88th
  • EOY 401(k)
  • EOY near Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust
  • EOY ind #6967

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

James Baker Group, Inc. 401(k) Plan in the asset neighbourhood

Ryobi Die Casting (USA), Inc. Retirement and Savings PlanRyobi Die Casting (USA), Inc…$74MJames Baker Group, Inc. 401(k) PlanJames Baker Group, Inc. 401(…$74MWp Beverages, LLC 401(k) Profit Sharing Plan and TrustWp Beverages, LLC 401(k) Pro…$74MPotlatchdeltic Hourly 401(k) PlanPotlatchdeltic Hourly 401(k)…$74MPfeiffer & Son, Ltd Employee's Profit Sharing & TrustPfeiffer & Son, Ltd Employee…$74M
End-of-year total assets ($M) among James Baker Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$74M
Net Income$8M
Employer EIN731402976
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Baker Group Inc)

Sponsor-wide plan assets over time

All James Baker Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$74M 33.49151712503038% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.6M $74.2M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 110 $56M
2023 1 104 $66M
2024 1 111 $74M

Nearby 401(k) Plans in Oklahoma

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

James Baker Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants James Baker Group, Inc. 401(k) Plan, Total assets ($B): 0.074212967 · Participants: 111James Baker Group, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
James Baker Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare James Baker Group, Inc. 401(k) Plan side-by-side with 3 peers →

James Baker Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust in WI ($74M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 James Baker Group, Inc. 401(k) Plan assets move in 2024? ▼
James Baker Group, Inc. 401(k) Plan grew at a solid clip - up 12.9% during 2024, from $66M to $74M. Reported net income was $8M.
How have James Baker Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Baker Group Inc's sponsor-wide assets grew 33.5%, from $56M to $74M.
Where does James Baker Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
James Baker Group, Inc. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to James Baker Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust in WI ($74M, 696 participants).
Which 401(k) plans cover a similar participant headcount to James Baker Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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 731402976.

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.