Employers › Baytex Energy USA › plan 002
Recordkeeping fees per participant · Baytex Energy USA, Inc. 401(k) Plan · plan year 2024
$56.72
Higher than 39% of the 14,075 plans $10 to 50M that report it.
= $10,209 / 180
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919101046NAL0001032035001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919101046NAL0001032035001, received 2025-09-19
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-19.
Administrative expenses excluding investment management, per participant
$139.78
Higher than 57% of the 24,371 plans $10 to 50M that report it.
= $25,160 / 180
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919101046NAL0001032035001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919101046NAL0001032035001, received 2025-09-19
Administrative expenses per participant
$205.64
Higher than 52% of the 25,098 plans $10 to 50M that report it.
= $37,015 / 180
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919101046NAL0001032035001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919101046NAL0001032035001, received 2025-09-19
Administrative expenses as a share of assets
0.147%
Higher than 27% of the 25,132 plans $10 to 50M that report it.
= $37,015 / $25,196,227
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919101046NAL0001032035001, received 2025-09-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919101046NAL0001032035001, received 2025-09-19
Employer contributions per participant
$7,169
Higher than 97% of the 24,050 plans $10 to 50M that report it.
= $1,290,406 / 180
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919101046NAL0001032035001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919101046NAL0001032035001, received 2025-09-19
Employer share of total contributions
41.0%
Higher than 85% of the 24,084 plans $10 to 50M that report it.
= $1,290,406 / $3,151,019
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919101046NAL0001032035001, received 2025-09-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919101046NAL0001032035001, received 2025-09-19
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2E profit-sharing · 2F ERISA 404(c) plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250919101046NAL0001032035001, received 2025-09-19
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BAYTEX ENERGY USA, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Plan name | BAYTEX ENERGY USA, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Sponsor EIN / plan number | 76-0389487 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Industry (business code) | 211120, Mining, quarrying, and oil and gas extraction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Filing received | 2025-09-19 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Participants, beginning of year | 203 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Active participants | 143 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Participants, end of year | 192 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Participants with an account balance | 180 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Total assets, beginning of year | $21,991,908 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Total assets, end of year | $25,196,227 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Net assets, end of year | $25,196,227 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Total income | $5,992,458 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Net income | $3,204,319 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Employer contributions | $1,290,406 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Participant contributions | $1,307,545 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Other contributions (incl. rollovers) | $553,068 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Total contributions | $3,151,019 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Benefit payments | $2,751,124 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Total expenses (incl. benefit payments) | $2,788,139 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Total administrative expenses | $37,015 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Recordkeeping fees | $10,209 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| IQPA audit fees | $4,951 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Investment advisory and management fees | $11,855 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Administrative expenses excluding investment management | $25,160 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Held in common/collective trusts | $1,602,656 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Held in mutual funds | $23,343,086 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250919101046NAL0001032035001, received 2025-09-19 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250919101046NAL0001032035001, received 2025-09-19 |
Position = column in the DOL layout for form year 2024. Filing 20250919101046NAL0001032035001, received 2025-09-19.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| USI ADVISORS INC | ADVISOR | 27 Investment advisory (plan) | $11,667 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $10,209 | yes |
| USI CONSULTING GROUP, INC. | CONSULT | 16 Consulting (general) | $10,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250919101046NAL0001032035001, received 2025-09-19.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.