401(k) · DOL Form 5500 · 2022

Bartlett Consulting Group, Inc. 401(k) Plan

Data updated 2026-08-25

$249K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$62,145
Avg per participant Low balance/head
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Official DOL plan name: Bartlett Consulting Group, Inc. Retirement Plan · Sponsored by Bartlett Consulting Group, Inc. · Arizona · Administrative & Support Services

$249K in assets, 4 participants

Bartlett Consulting Group, Inc.'s Bartlett Consulting Group, Inc. Retirement Plan reported $249K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,332 in Administrative & Support Services (4,927 peers)

2022 asset change

Bartlett Consulting Group, Inc. Retirement Plan declined sharply 25.5% in 2022 ($334K → $249K) for 4 participants.

#1,332
in Administrative & Support Services (4,927 peers)
-25.5%
assets change YoY

The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bartlett Consulting Group, Inc. Retirement Plan among the smaller filed plans by assets

Bartlett Consulting Group, Inc. Retirement Plan vs every filed plan by assets

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

$248,579 12th percentile higher than 12% 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 Consulting Group, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bartlett Consulting Group, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 272190097 · Bartlett Consulting Group, Inc. PY 2022 · 401(k)

Bartlett Consulting Group, Inc. Retirement Plan · $249K · 4 · 12th

  • VS-ST $249K
  • BOY 4
  • SCH 12th
  • EBSA 401(k)
  • PART near Cabbco Inc 401(k) Plan
  • TYPE ind #1332

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Bartlett Consulting Group, Inc. Retirement Plan in the asset neighbourhood

Bartlett Consulting Group, Inc. Retirement PlanBartlett Consulting Group, I…$249KCabbco Inc 401(k) Plan$249KObxtam & Associates Corporation 401(k) Profit Sharing PlanObxtam & Associates Corporat…$249KAlcan Auto & Truck, Inc. 401(k) PlanAlcan Auto & Truck, Inc. 401…$249KJmcr Holding Corp. 401(k) PlanJmcr Holding Corp. 401(k) Pl…$249K
End-of-year total assets ($M) among Bartlett Consulting Group, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bartlett Consulting Group, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Bartlett Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.25M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $249K
2023 1 3 $78K
2024 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$334K
Net Assets (End of Year)$249K
Net Income-$85K
Employer EIN272190097
Plan Effective Date2014-02-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Bartlett Consulting Group, Inc. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Bartlett Consulting Group, Inc. Retirement Plan, Total assets ($B): 0.000248579 · Participants: 4Bartlett Consulting Group, Inc. Retirement PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Bartlett Consulting Group, Inc. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Bartlett Consulting Group, Inc. Retirement Plan side-by-side with 3 peers →

Bartlett Consulting Group, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Cabbco Inc 401(k) Plan in OR ($249K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($249K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Consulting Group, Inc. Retirement Plan assets move in 2022? ▼
Bartlett Consulting Group, Inc. Retirement Plan declined sharply - down 25.5% during 2022, from $334K to $249K. Reported net income was -$85K.
Where does Bartlett Consulting Group, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bartlett Consulting Group, Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bartlett Consulting Group, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cabbco Inc 401(k) Plan in OR ($249K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Bartlett Consulting Group, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 272190097.

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.