Plan Ledger DOL Form 5500 · updated monthly

Baytex Energy USA, Inc.401(k)

BAYTEX ENERGY USA, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.16%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Baytex Energy USA, Inc. reported $37,015 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $9,024 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,729th-largest of 5,688 plans among Texas employers on file, and the 271st of 612 in mining, oil & gas extraction. In 2024, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,196,227
Participants with balances180
Active participants143
Employer contributions$1,290,406
Employee contributions$1,307,545
Employer contribution per active participant$9,024
Average account balance$139,979
Benefits paid to participants$2,751,124
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,209
Investment management$11,855
Audit (IQPA)$4,951
Total administrative$37,015
The Baytex Energy USA, Inc. 401(k) match · 2024
Employer contribution per active participant$9,024
Median for plans this size$2,416

Baytex Energy USA, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
USI ADVISORS INC · Investment advisory (plan)$11,667
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,209
USI CONSULTING GROUP, INC. · Consulting$10,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$37,015 · 0.16%
All plans at this employer2
BAYTEX ENERGY USA, INC. 401K PLAN401(k) + ESOP (KSOP)
BAYTEX ENERGY USA, INC. 401(K) PLAN401(k)
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Primeenergy Corporation TX$27.4M · 0.15%
Basa Resources, Inc. TX$26.2M · 0.25%
Dawson Geophysical Company TX$25.3M · 0.45%
Tgnr Holdco LLC TX$24.3M · 0.50%
Killam Oil Co., LTD. TX$24.1M · 0.42%
Tam International, Inc. TX$23.5M · 0.39%
Burk Royalty Co., LTD. TX$23.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760389487 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.