Profit Sharing · DOL Form 5500 · 2022
Robert J Barr Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Robert J Barr · Sponsored by Robert J Barr · Ohio · Healthcare & Social Assistance
$3M in assets, 2 participants
Robert J Barr's Robert J Barr reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,378 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Robert J Barr pulled back noticeably 12.6% in 2022 ($4M → $3M) for 2 participants.
- #9,378
- in Healthcare & Social Assistance (20,060 peers)
- -12.6%
- assets change YoY
The plan reported a net loss of $481K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert J Barr's mid-pack asset rank among Healthcare & Social Assistance and all filers
Robert J Barr vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,344,805 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Robert J Barr among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J Barr is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 341399396 · Robert J Barr PY 2022 · Profit Sharing
Robert J Barr · $3M · 2 · 43rd
- ASSETS $3M
- ASSETS 2
- ASSETS 43rd
- ASSETS Profit Sharing
- ASSETS near Serra Bros. Inc. Employees Retirement Profit Sharing Trust
- ASSETS ind #9378
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Robert J Barr in the asset neighbourhood
Robert J Barr years around the 2022 move
Sponsor-wide plan assets over time
All Robert J Barr plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.616496327887575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 2 | $4M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$481K |
| Employer EIN | 341399396 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Robert J Barr's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Serra Bros. Inc. Employees Retirement Profit Sharing Trust in MI ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.