Bailey Nurseries 401(k) match, vesting and fees
What Bailey Nurseries' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 72 defined-contribution plans in agriculture, forestry, fishing and hunting with 500 to 999 participants.
| Bailey Nurseries: employer contribution per participant | $471 | |
| Peer median | $1,989 |
| Bailey Nurseries: average balance | $106,577 | |
| Peer median | $57,818 |
| Bailey Nurseries: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $93.2M at the end of plan year 2021 to $84.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 995 | $84.1M | $371K | $471 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 987 | $77M | $368K | $465 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 953 | $71.7M | $378K | $461 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 982 | $93.2M | $387K | $458 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Bailey Nurseries match 401(k) contributions?
The match terms for the Bailey Nurseries, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $371K in employer contributions, about $471 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bailey Nurseries 401(k) match vested?
The vesting schedule for the Bailey Nurseries, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bailey Nurseries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Bailey Nurseries, Inc..
I left Bailey Nurseries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bailey Nurseries, Inc., (651) 768-3315) or the recordkeeper, Stancorp Financial Group. The Bailey Nurseries old 401(k) page lists the contacts from every plan filing. Find an old Bailey Nurseries 401(k)
Data from the public Form 5500 annual reports Bailey Nurseries filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bailey Nurseries. Not financial advice. Report a correction · Methodology