Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAKER & O'BRIEN, INC.
EIN 75-2464053oil & energyLatest filing 2024
Plans
2
Retirement
2
$27.5M assets
Welfare
0
Participants
91
12001 NORTH CENTRAL EXPRESSWAY, SUITE 1200 - DALLAS, TX 75243214-368-7626bakerobrien.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.5M assets / 91 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#001
BAKER & O'BRIEN RETIREMENT SAVINGS PLAN
401k
Assets$16.3M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.2M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAKER & O'BRIEN RETIREMENT SAVINGS PLAN | 401k | $16.3M | 47 | 2024 | |
| 003 | BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.2M | 44 | 2024 |
Retirement plans