401(k) · DOL Form 5500 · 2022

Barrow, Hanley, Mewhinney and Strauss, LLC 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
99
Participants Small participant base
92nd
Percentile by assets National rank
$843,200
Avg per participant High balance/head
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Official DOL plan name: Barrow, Hanley Profit Sharing & 401(k) Plan · Sponsored by Barrow, Hanley, Mewhinney and Strauss, LLC · Texas · Finance & Insurance

$83M in assets, 99 participants

Barrow, Hanley, Mewhinney and Strauss, LLC's Barrow, Hanley Profit Sharing & 401(k) Plan reported $83M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,030 in Finance & Insurance (9,261 peers)

Where Barrow, Hanley Profit Sharing & 401(k) Plan sits by assets

Barrow, Hanley Profit Sharing & 401(k) Plan sits in the top 10% of all filed plans by assets, $83M for 99 participants (~$843,200/participant), down 19.4% in 2022.

#8,030
in Finance & Insurance (9,261 peers)
-19.4%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barrow, Hanley Profit Sharing & 401(k) Plan's outsized position by total assets

Barrow, Hanley Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$83,476,764 Top 8% higher than 92% 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

Barrow, Hanley Profit Sharing & 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barrow, Hanley Profit Sharing & 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752403190 · Barrow, Hanley, Mewhinney and Strauss, LLC PY 2022 · 401(k)

Barrow, Hanley Profit Sharing & 401(k) Plan · $83M · 99 · 92nd

  • VS-ST $83M
  • BOY 99
  • SCH 92nd
  • EBSA 401(k)
  • PART near Sunflower Bank, N.a. Wealth Savings Plan
  • TYPE ind #8030

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 Finance & Insurance retirement plans → · Plans in Texas →

Barrow, Hanley Profit Sharing & 401(k) Plan in the asset neighbourhood

The Rawlings Group 401(k) PlanThe Rawlings Group 401(k) Pl…$83MBarrow, Hanley Profit Sharing & 401(k) PlanBarrow, Hanley Profit Sharin…$83MSunflower Bank, N.a. Wealth Savings PlanSunflower Bank, N.a. Wealth …$83MPeoples Bancorp Inc. Retirement Savings PlanPeoples Bancorp Inc. Retirem…$83MSteve Madden 401(k)$83M
End-of-year total assets ($M) among Barrow, Hanley Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$83M
Net Income-$20M
Employer EIN752403190
Plan Effective Date2020-11-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Barrow, Hanley, Mewhinney and Strauss, LLC)

Sponsor-wide plan assets over time

All Barrow, Hanley, Mewhinney and Strauss, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 8.497226845065532% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $83.5M $90.6M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 99 $83M
2023 1 100 $95M
2024 1 104 $91M

Nearby 401(k) Plans in Texas

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

Barrow, Hanley Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Barrow, Hanley Profit Sharing & 401(k) Plan, Total assets ($B): 0.083476764 · Participants: 99Barrow, Hanley Profit Sharing & 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Barrow, Hanley Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Barrow, Hanley Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Barrow, Hanley Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sunflower Bank, N.a. Wealth Savings Plan in KS ($83M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Barrow, Hanley Profit Sharing & 401(k) Plan assets move in 2022? ▼
Barrow, Hanley Profit Sharing & 401(k) Plan declined sharply - down 19.4% during 2022, from $104M to $83M. Reported net income was -$20M.
How have Barrow, Hanley, Mewhinney and Strauss, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrow, Hanley, Mewhinney and Strauss, LLC's sponsor-wide assets grew 8.5%, from $83M to $91M.
Where does Barrow, Hanley Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Barrow, Hanley Profit Sharing & 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Barrow, Hanley Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunflower Bank, N.a. Wealth Savings Plan in KS ($83M, 968 participants).
Which 401(k) plans cover a similar participant headcount to Barrow, Hanley Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M 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 752403190.

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.