Civic Intelligence

Baron Management Services Inc.

Plan context: The Baron/Essex Retirement Savings Plan

EIN 83-1848091 • 6 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

131

2024 Assets

$10,053,711

2024 Contributions

$1,239,764

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$10,053,711$5,026,856$0201920222024YearValue
$10,053,711Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

131660201920222024YearValue
131Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241131$10,053,711$1,239,764$9,464iApproximate average salary by contribution assumption: employee only about $236,596 at 4% or $157,731 at 6%; with 50% employer match about $157,731 at 4% or $105,154 at 6%; with 100% employer match about $118,298 at 4% or $78,865 at 6%.
The Baron/Essex Retirement Savings Plan-131$10,053,711$1,239,764$9,464iApproximate average salary by contribution assumption: employee only about $236,596 at 4% or $157,731 at 6%; with 50% employer match about $157,731 at 4% or $105,154 at 6%; with 100% employer match about $118,298 at 4% or $78,865 at 6%.
20231123$8,586,769$1,136,196$9,237iApproximate average salary by contribution assumption: employee only about $230,934 at 4% or $153,956 at 6%; with 50% employer match about $153,956 at 4% or $102,637 at 6%; with 100% employer match about $115,467 at 4% or $76,978 at 6%.
The Baron/Essex Retirement Savings Plan-123$8,586,769$1,136,196$9,237iApproximate average salary by contribution assumption: employee only about $230,934 at 4% or $153,956 at 6%; with 50% employer match about $153,956 at 4% or $102,637 at 6%; with 100% employer match about $115,467 at 4% or $76,978 at 6%.
20221116$7,020,401$1,078,274$9,295iApproximate average salary by contribution assumption: employee only about $232,387 at 4% or $154,924 at 6%; with 50% employer match about $154,924 at 4% or $103,283 at 6%; with 100% employer match about $116,193 at 4% or $77,462 at 6%.
The Baron/Essex Retirement Savings Plan-116$7,020,401$1,078,274$9,295iApproximate average salary by contribution assumption: employee only about $232,387 at 4% or $154,924 at 6%; with 50% employer match about $154,924 at 4% or $103,283 at 6%; with 100% employer match about $116,193 at 4% or $77,462 at 6%.
20211102$8,385,083$940,636$9,222iApproximate average salary by contribution assumption: employee only about $230,548 at 4% or $153,699 at 6%; with 50% employer match about $153,699 at 4% or $102,466 at 6%; with 100% employer match about $115,274 at 4% or $76,849 at 6%.
The Baron/Essex Retirement Savings Plan-102$8,385,083$940,636$9,222iApproximate average salary by contribution assumption: employee only about $230,548 at 4% or $153,699 at 6%; with 50% employer match about $153,699 at 4% or $102,466 at 6%; with 100% employer match about $115,274 at 4% or $76,849 at 6%.
20201116$9,075,401$851,458$7,340iApproximate average salary by contribution assumption: employee only about $183,504 at 4% or $122,336 at 6%; with 50% employer match about $122,336 at 4% or $81,557 at 6%; with 100% employer match about $91,752 at 4% or $61,168 at 6%.
The Baron/Essex Retirement Savings Plan-116$9,075,401$851,458$7,340iApproximate average salary by contribution assumption: employee only about $183,504 at 4% or $122,336 at 6%; with 50% employer match about $122,336 at 4% or $81,557 at 6%; with 100% employer match about $91,752 at 4% or $61,168 at 6%.
20191115$8,129,679$980,809$8,529iApproximate average salary by contribution assumption: employee only about $213,219 at 4% or $142,146 at 6%; with 50% employer match about $142,146 at 4% or $94,764 at 6%; with 100% employer match about $106,610 at 4% or $71,073 at 6%.
The Baron/Essex Retirement Savings Plan-115$8,129,679$980,809$8,529iApproximate average salary by contribution assumption: employee only about $213,219 at 4% or $142,146 at 6%; with 50% employer match about $142,146 at 4% or $94,764 at 6%; with 100% employer match about $106,610 at 4% or $71,073 at 6%.