How big is Baisch Engineering Inc.'s plan?

Baisch Engineering Inc.'s plan reported $30.4M in assets and 79 participants for 2023.

Original filing (PDF)20250912153112NAL0001084321001

Baisch Engineering Inc.

Name: Baisch Engineering Inc. — Baisch Engineering Inc., Form 5500 (2023)
Creator: Baisch Engineering Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Baisch Engineering Inc. Employees' Profit Sharing Plan

401(k) retirement plan · Baisch Engineering Inc.'s Baisch Engineering Inc. Employees' Profit Sharing Plan held $30.4M in plan assets for 79 participants in 2023, with OneAmerica as recordkeeper.

Signals · 3

44% in single holdingCorrective distributions issuedHigh average account balance

Active participants

Accounts w/ balance

113

Plan assets (EOY)

$30.4M

Net assets (EOY)

$30.4M

People on this filing

PAT O'CONnell signed Baisch Engineering Inc.'s 2023 Form 5500 as plan administrator.

PAT O'CONnell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Baisch Engineering Inc.'s EIN is 39-0973070.

EIN 39-0973070

Plan number 001

Plan year 2023

ACK ID 20250912153112NAL0001084321001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Baisch Engineering Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Baisch Engineering Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAISCH ENGINEERING INC..

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (99th percentile).

Plan sponsor

Name

BAISCH ENGINEERING INC.

EIN

all filings

Address

P.O. BOX 440 · KAUKAUNA, WI · 541300440

Phone

(920) 766-3521

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES	46-5378846	—	NONE	$36K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GRAYSTONE CONSULTING	39-3707380	—	NONE	$51K	—

Investments

27 direct securities· $29.8M(98% of reported assets)

Mutual Funds

$23.9M

16 holdings

Common Collective Trusts

$2.4M

5 holdings

Other securities

$2.2M

3 holdings

Stable Value

$918K

1 holding

Common Stocks

$277K

1 holding

Bonds / Notes

$87K

1 holding

					% of plan
American Funds Balanced Fund	Mutual Funds	—	—	$13.2M	43.6%
American Funds 2025 Target Date	Mutual Funds	—	—	$1.8M	6.0%
American Funds 2040 Target Date	Mutual Funds	—	—	$1.6M	5.2%
American Funds 2030 Target Date	Mutual Funds	—	—	$1.5M	5.0%
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$1.3M	4.1%
American Funds 2035 Target Date	Mutual Funds	—	—	$1.2M	4.1%
American Funds 2050 Target Date	Mutual Funds	—	—	$934K	3.1%
Common Trust Fund * AUL Stable Value Account Series A	Stable Value	—	—	$918K	3.0%
Harbor Capital Appreciation Fund	Other securities	—	—	$861K	2.8%
American Funds 2045 Target Date	Mutual Funds	—	—	$839K	2.8%
TCW MetWest Total Return Bond Fund	Other securities	—	—	$778K	2.6%
American Funds 2055 Target Date	Mutual Funds	—	—	$766K	2.5%
Vanguard Mid-Cap Index Fund	Common Collective Trusts	—	—	$690K	2.3%
Nationwide Geneva Small Cap Growth Fund	Other securities	—	—	$524K	1.7%
American Funds 2060 Target Date	Mutual Funds	—	—	$481K	1.6%
American Funds Europacific Growth Fund	Mutual Funds	—	—	$398K	1.3%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$345K	1.1%
American Funds 2020 Target Date	Mutual Funds	—	—	$343K	1.1%
Macquarie Group Small Cap Value	Common Stocks	—	—	$277K	0.9%
American Funds 2065 Target Date	Mutual Funds	—	—	$277K	0.9%
Vanguard Equity-Income Fund Admiral Shares	Mutual Funds	—	—	$235K	0.8%
PIMCO Commodity Realreturn Strategy Fund	Mutual Funds	—	—	$122K	0.4%
Vanguard REIT Index Fund	Common Collective Trusts	—	—	$122K	0.4%
Invesco Developing Markets Fund	Mutual Funds	—	—	$99K	0.3%
Participant Loans 4.25% - 9.50%	Bonds / Notes	—	—	$87K	0.3%
Dodge and Cox International Stock Fund	Mutual Funds	—	—	$11K	<0.1%
Vanguard Total International Stock Index Fund	Common Collective Trusts	—	—	$2K	<0.1%