Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
D.S. BAXLEY, INC.
EIN 20-2835224ConstructionLatest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
97
4603 LAS POSITAS RD. STE. A - LIVERMORE, CA 94551925-493-6647
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 97 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
D.S. BAXLEY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$6.7M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
D.S. BAXLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$613K
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | D.S. BAXLEY, INC. 401(K) PROFIT SHARING PLAN | 401k | $6.7M | 41 | 2025 | |
| 003 | D.S. BAXLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $613K | 56 | 2024 |
Retirement plans