401(k) · DOL Form 5500 · 2022
Bayberry Financial Services Corporation 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 433
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $31,069
- Avg per participant Low balance/head
Official DOL plan name: The 401(k) Retirement Plan · Sponsored by Bayberry Financial Services Corporation · New Hampshire · Management of Enterprises
$13M in assets, 433 participants
Bayberry Financial Services Corporation's The 401(k) Retirement Plan reported $13M in total assets and 433 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #607 in Management of Enterprises (1,193 peers)
Management of Enterprises sector rank
Within Management of Enterprises, The 401(k) Retirement Plan ranks #607 of 1,193 2022 filers by assets (2643% of the sector average)-$13M for 433 participants.
- #607
- in Management of Enterprises (1,193 peers)
- -50.0%
- assets change YoY
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The 401(k) Retirement Plan's outsized position by total assets
The 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,452,763 Top 29% higher than 71% 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
The 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The 401(k) Retirement Plan sits mid-pack in the medium band (433 participants).
Form 5500 schedule snapshot
Filing strip 811010753 · Bayberry Financial Services Corporation PY 2022 · 401(k)
The 401(k) Retirement Plan · $13M · 433 · 71st
- 5500 $13M
- 5500 433
- 5500 71st
- 5500 401(k)
- 5500 near Velocity Credit Union Thrift and Savings Plan
- 5500 ind #607
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 Management of Enterprises retirement plans → · Plans in New Hampshire →
The 401(k) Retirement Plan in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$13M |
| Employer EIN | 811010753 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bayberry Financial Services Corporation)
Sponsor-wide plan assets over time
All Bayberry Financial Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 20.311277319016174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 433 | $13M |
| 2023 | 1 | 75 | $15M |
| 2024 | 1 | 72 | $16M |
Nearby 401(k) Plans in New Hampshire
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- C&s and Affiliates 401(k) Savings Plan (a) $489M · 11,834
- Ams Osram Savings Plan $444M · 998
- Albany International Corp. Prosperity Plus Savings $398M · 1,603
- Connection Employee 401(k) and Profit Sharing Plan $311M · 2,540
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $308M · 2,662
The 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Hampshire, the nearest 401(k) by assets is Velocity Credit Union Thrift and Savings Plan in TX ($13M); by covered participants it is Regency Centers 401(k) Profit Sharing Plan in FL (433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.
- Regency Centers 401(k) Profit Sharing Plan (FL) 433 · 0 off
- Harrell's 401(k) & Profit Sharing Plan (FL) 433 · 0 off
- Genon Energy Employee Savings Plan (TX) 433 · 0 off
- Sage 401(k) Plan (MA) 433 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.