Baron & Budd, A Professional Corporation 401(k) Plan: Login, Facts & Contact Information

Baron & Budd, A Professional Corporation 401(k) Plan Facts

Plan name
BARON & BUDD, P.C. 401(K) RETIREMENT AND PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BARON & BUDD, A PROFESSIONAL CORPORATION
Participants
273 (183 active employees)
Former employees with a balance
111
Plan assets
$55,218,562 at Nov 30, 2024
Average account balance
$193,072 across 286 accounts
Recordkeeper
Oneamerica Retirement Services, Llc
Plan year
Dec 1, 2023 – Nov 30, 2024
Plan established
Dec 1, 1977
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Dec 1, 2023 – Nov 30, 2024), filed Sep 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $1.86 million went into the plan in contributions.
  • $3.29 million was paid out to participants.
  • Investment and other income added $11.0 million.
  • Administrative expenses were $59,375, about $208 per account.

How the Baron & Budd, A Professional Corporation 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018305$35.5 million—$873,562
2019335$41.0 million—$1.44 million
2020314$47.0 million—$3.01 million
2021321$42.6 million$1,625$438,702
2022293$45.7 million—$2.23 million
2023273$55.2 million—$3.29 million

Baron & Budd, A Professional Corporation 401(k) Contact Information

Phone
214-521-3605
Mailing address
3102 OAK LAWN AVENUE, SUITE 1100, DALLAS TX 75219
Plan sponsor
BARON & BUDD, A PROFESSIONAL CORPORATION
Employer identification number (EIN)
75-1573501
Plan number
002

Questions about the Baron & Budd, A Professional Corporation 401(k)

Does Baron & Budd, A Professional Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Baron & Budd, A Professional Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Baron & Budd, A Professional Corporation 401(k) plan?

273 participants at the start of plan year 2023, 183 of them active employees, and 111 former employees who still had money in the plan.

What is the average 401(k) balance at Baron & Budd, A Professional Corporation?

About $193,072 per account: $55.2 million in plan assets across 286 accounts with a balance at the end of plan year 2023.

Who manages the Baron & Budd, A Professional Corporation 401(k) accounts?

OneAmerica Financial (listed on the filing as ONEAMERICA RETIREMENT SERVICES, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Baron & Budd, A Professional Corporation. How do I access my 401(k)?

Your account stays with OneAmerica Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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