401(k) · DOL Form 5500 · 2022

Bartlett & West, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
333
Participants Below avg headcount
86th
Percentile by assets National rank
$114,844
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bartlett & West, Inc. 401(k) Profit Sharing Plan · Sponsored by Bartlett & West, Inc. · Kansas · Professional & Technical Services

$38M in assets, 333 participants

Bartlett & West, Inc.'s Bartlett & West, Inc. 401(k) Profit Sharing Plan reported $38M in total assets and 333 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.

  • #18,633 in Professional & Technical Services (21,562 peers)

Where Bartlett & West, Inc. 401(k) Profit Sharing Plan sits by assets

Bartlett & West, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 333 participants (~$114,844/participant), down 17.1% in 2022.

#18,633
in Professional & Technical Services (21,562 peers)
-17.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bartlett & West, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bartlett & West, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$38,243,157 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

Bartlett & West, Inc. 401(k) Profit Sharing 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. Bartlett & West, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (333 participants).

Plan-year Form 5500 strip

Filing strip 480770612 · Bartlett & West, Inc. PY 2022 · 401(k)

Bartlett & West, Inc. 401(k) Profit Sharing Plan · $38M · 333 · 86th

  • PHOTO $38M
  • IND 333
  • EOY 86th
  • 5500 401(k)
  • ASSETS near Associated Credit Union 401(k) Plan and Trust
  • PCT ind #18633

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 Kansas →

Bartlett & West, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bartlett & West, Inc. 401(k) Profit Sharing PlanBartlett & West, Inc. 401(k)…$38MAssociated Credit Union 401(k) Plan and TrustAssociated Credit Union 401(…$38MCarousel Motor Group 401(k) Savings PlanCarousel Motor Group 401(k) …$38MInalfa Roof Systems, Inc. 401(k) Profit Sharing PlanInalfa Roof Systems, Inc. 40…$38MRockpoint Group, LLC 401(k) Profit Sharing Plan and TrustRockpoint Group, LLC 401(k) …$38M
End-of-year total assets ($M) among Bartlett & West, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$38M
Net Income-$8M
Employer EIN480770612
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartlett & West, Inc.)

Sponsor-wide plan assets over time

All Bartlett & West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$142M 63.32280520825822% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $87.1M $142M ▲ +63.3%
Year Plans Participants Total Assets
2022 2 684 $87M
2023 2 715 $106M
2024 2 815 $142M

Nearby 401(k) Plans in Kansas

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

Bartlett & West, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Bartlett & West, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.038243157 · Participants: 333Bartlett & West, Inc. 401(k) Profit Sharing PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Bartlett & West, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Bartlett & West, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bartlett & West, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Associated Credit Union 401(k) Plan and Trust in GA ($38M); by covered participants it is Whitehat Security, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Bartlett & West, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Bartlett & West, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.1% during 2022, from $46M to $38M. Reported net income was -$8M.
How have Bartlett & West, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartlett & West, Inc.'s sponsor-wide assets grew 63.3%, from $87M to $142M.
Where does Bartlett & West, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bartlett & West, Inc. 401(k) Profit Sharing Plan 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 Bartlett & West, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Credit Union 401(k) Plan and Trust in GA ($38M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Bartlett & West, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whitehat Security, Inc. 401(k) Plan in CA (333 participants, N/A 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 480770612.

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.