401(k) · DOL Form 5500 · 2022

Barrett Mcnagny LLP 401(k) Plan

Data updated 2026-08-11

$39M
Total assets
76
Participants
86th
Percentile by assets
$514,447
Avg per participant
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Official DOL plan name: Barrett Mcnagny LLP Profit Sharing Plan & Trust · Sponsored by Barrett Mcnagny LLP · Indiana · Professional & Technical Services

$39M in assets, 76 participants

Barrett Mcnagny LLP's Barrett Mcnagny LLP Profit Sharing Plan & Trust reported $39M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #18,686 in Professional & Technical Services (21,562 peers)

Where Barrett Mcnagny LLP Profit Sharing Plan & Trust sits by assets

Barrett Mcnagny LLP Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $39M for 76 participants (~$514,447/participant), down 8.2% in 2022.

$39M
total plan assets (2022 EOY)
76
covered participants
86th
percentile by assets (of 139,126 plans)
$514,447
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Barrett Mcnagny LLP Profit Sharing Plan & Trust sits by total assets

Barrett Mcnagny LLP Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,097,970 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Indiana
Industry
Professional & Technical Services

Barrett Mcnagny LLP Profit Sharing Plan & Trust vs the 2022 asset distribution

By assets, Barrett Mcnagny LLP Profit Sharing Plan & Trust outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$39M
Net Income-$3M
Employer EIN350865850
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barrett Mcnagny LLP)

$35M$40M$45M$50M$55M 202220232024 $39.1M $53M ▲ +35.4%
Total plan assets by year, all Barrett Mcnagny LLP plans on file
Year Plans Participants Total Assets
2022 1 76 $39M
2023 1 75 $47M
2024 1 74 $53M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Barrett Mcnagny LLP Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Barrett Mcnagny LLP …, Total assets ($B): 0.03909797 · Participants: 76Barrett Mcnagny LLP …Elevance Health 401(…, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(…The Lilly Employee 4…, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 4…Cummins Retirement a…, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc.…
Barrett Mcnagny LLP Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Barrett Mcnagny LLP Profit Sharing Plan … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Barrett Mcnagny LLP Profit Sharing Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Barrett Mcnagny LLP Profit Sharing Plan & Trust assets move in 2022? ▼
Barrett Mcnagny LLP Profit Sharing Plan & Trust pulled back noticeably - down 8.2% during 2022, from $43M to $39M. Reported net income was -$3M.
How have Barrett Mcnagny LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrett Mcnagny LLP's sponsor-wide assets grew 35.4%, from $39M to $53M.
Where does Barrett Mcnagny LLP Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Barrett Mcnagny LLP Profit Sharing Plan & Trust ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Barrett Mcnagny LLP Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Emergeortho PA Retirement Plan 2 in NC ($39M, N/A participants).

Next read for Barrett Mcnagny LLP Profit Sharing Plan …

Scale reading

Ways to act on Barrett Mcnagny LLP Profit Sharing Plan & Trust's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 350865850.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.