Assets by plan
Share of aggregate retirement assets
Filings through .
Baker & O'Brien, Inc.
EIN 75-2464053oil & energyLatest filing 2025
Plans
2
Retirement
2
$28.4M assets
Health & Benefits
0
Participants
95
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 / $28.4M assets / 95 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BAKER & O'BRIEN RETIREMENT SAVINGS PLAN
401(k)
Assets$17.8M
Participants46
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.7M
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BAKER & O'BRIEN RETIREMENT SAVINGS PLAN | 401(k) | $17.8M | 46 | 2025 |
| #003 | BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.7M | 49 | 2025 |
- #001 · 401(k) · 202546
- #003 · ESOP · 202549
Retirement plans