401(k) · DOL Form 5500 · 2022

Barrett Mcnagny LLP 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
76
Participants Small participant base
86th
Percentile by assets National rank
$514,447
Avg per participant High balance/head
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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.

  • #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.

#18,686
in Professional & Technical Services (21,562 peers)
-8.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Barrett Mcnagny LLP Profit Sharing Plan & Trust's outsized position 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 $2,050,000,000 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

Barrett Mcnagny LLP Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barrett Mcnagny LLP Profit Sharing Plan & Trust is a small filing (76 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 350865850 · Barrett Mcnagny LLP PY 2022 · 401(k)

Barrett Mcnagny LLP Profit Sharing Plan & Trust · $39M · 76 · 86th

  • SCH $39M
  • SCH 76
  • SCH 86th
  • SCH 401(k)
  • SCH near Emergeortho PA Retirement Plan 2
  • SCH ind #18686

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Barrett Mcnagny LLP Profit Sharing Plan & Trust in the asset neighbourhood

Barrett Mcnagny LLP Profit Sharing Plan & TrustBarrett Mcnagny LLP Profit S…$39MEmergeortho PA Retirement Plan 2Emergeortho PA Retirement Pl…$39MConference of State Bank Supervisors Safe Harbor 401(k) PlanConference of State Bank Sup…$39ML&m Family of Companies 401(k) and Profit Sharing PlanL&m Family of Companies 401(…$39MGolden Valley Electric Association 401(k) PlanGolden Valley Electric Assoc…$39M
End-of-year total assets ($M) among Barrett Mcnagny LLP Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Barrett Mcnagny LLP plans reported in each filing year

Latest sponsor-wide plan assets
$53M 35.420703427825025% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $53M ▲ +35.4%
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 ($B) Participants Barrett Mcnagny LLP Profit Sharing Plan & Trust, Total assets ($B): 0.03909797 · Participants: 76Barrett Mcnagny LLP Profit Sharing Plan & TrustElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Barrett Mcnagny LLP Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Barrett Mcnagny LLP Profit Sharing Plan & Trust side-by-side with 3 peers →

Barrett Mcnagny LLP Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Emergeortho PA Retirement Plan 2 in NC ($39M); by covered participants it is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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.

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).
Which 401(k) plans cover a similar participant headcount to Barrett Mcnagny LLP Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants, $590K in assets).

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.