ESOP · DOL Form 5500 · 2024

Baxter, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
31st
Percentile by assets National rank
$169,647
Avg per participant Above avg balance/head
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Official DOL plan name: Baxter Employee Stock Ownership Plan · Sponsored by Baxter, Inc. · Massachusetts · Construction

$2M in assets, 14 participants

Baxter, Inc.'s Baxter Employee Stock Ownership Plan reported $2M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,692 in Construction (9,039 peers)

Baxter, Inc. multi-year trail

Baxter, Inc.'s plans moved +44.5% in assets from 2022 to 2024; this filing shows Baxter Employee Stock Ownership Plan at $2M / 14 participants.

#2,692
in Construction (9,039 peers)
+28.2%
assets growth YoY

Baxter Employee Stock Ownership Plan among the smaller filed plans by assets

Baxter Employee Stock Ownership Plan vs every filed plan by assets

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

$2,375,055 31st percentile higher than 31% 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

Baxter 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. Baxter Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baxter Employee Stock Ownership Plan reported net income rose from $434K in the plan year 2023 filing to $751K in the plan year 2024 filing.
  • Baxter Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Baxter Employee Stock Ownership Plan reported participants rose from 12 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043026692 · Baxter, Inc. PY 2024 · ESOP

Baxter Employee Stock Ownership Plan · $2M · 14 · 31st

  • RANK $2M
  • RANK 14
  • RANK 31st
  • RANK ESOP
  • RANK near Enhanced Capital Partners Employee Stock Ownership Plan
  • RANK ind #2692

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 Massachusetts →

Baxter Employee Stock Ownership Plan in the asset neighbourhood

Rice Associates, Inc. Employee Stock Ownership PlanRice Associates, Inc. Employ…$2MBaxter Employee Stock Ownership PlanBaxter Employee Stock Owners…$2MEnhanced Capital Partners Employee Stock Ownership PlanEnhanced Capital Partners Em…$2MEquitable Bank Employee Stock Ownership PlanEquitable Bank Employee Stoc…$2MBoston Barricade Holdings, Inc. Employee Stock Ownership PlanBoston Barricade Holdings, I…$2M
End-of-year total assets ($M) among Baxter Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Baxter, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Baxter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.51201703681168% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.64M $2.38M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 12 $2M
2024 1 14 $2M

Baxter, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$1M
Net Income$751K
Employer EIN043026692
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Baxter Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Baxter Employee Stock Ownership Plan, Total assets ($M): 2.375055 · Participants: 14Baxter Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Baxter Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Baxter Employee Stock Ownership Plan side-by-side with 3 peers →

Baxter Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Enhanced Capital Partners Employee Stock Ownership Plan in LA ($2M); by covered participants it is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Baxter Employee Stock Ownership Plan assets move in 2024? ▼
Baxter Employee Stock Ownership Plan grew sharply - up 28.2% during 2024, from $2M to $2M. Reported net income was $751K.
How have Baxter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baxter, Inc.'s sponsor-wide assets grew 44.5%, from $2M to $2M.
Which ESOP plans are similar in size to Baxter Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Enhanced Capital Partners Employee Stock Ownership Plan in LA ($2M, 37 participants).
Which ESOP plans cover a similar participant headcount to Baxter Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 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 043026692.

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.