401(k) · DOL Form 5500 · 2022
Barrett & Stokely, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 214
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $48,442
- Avg per participant Low balance/head
Official DOL plan name: Barrett & Stokely Inc Retirement Readiness 401(k) Plan · Sponsored by Barrett & Stokely, Inc. · Indiana · Real Estate
$10M in assets, 214 participants
Barrett & Stokely, Inc.'s Barrett & Stokely Inc Retirement Readiness 401(k) Plan reported $10M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #4,086 in Real Estate (5,057 peers)
Coverage in Indiana
Barrett & Stokely Inc Retirement Readiness 401(k) Plan covers 214 participants in Indiana, about 40% of the average Indiana filer (state average ~541 per filing). Assets: $10M.
- #4,086
- in Real Estate (5,057 peers)
- -14.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barrett & Stokely Inc Retirement Readiness 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Barrett & Stokely Inc Retirement Readiness 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,366,589 Top 34% higher than 66% 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
Barrett & Stokely Inc Retirement Readiness 401(k) 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. Barrett & Stokely Inc Retirement Readiness 401(k) Plan sits mid-pack in the medium band (214 participants).
EBSA filing schedule strip
Filing strip 351402847 · Barrett & Stokely, Inc. PY 2022 · 401(k)
Barrett & Stokely Inc Retirement Readiness 401(k) Plan · $10M · 214 · 66th
- PCT $10M
- EIN 214
- RANK 66th
- PHOTO 401(k)
- IND near Ayzenberg Group Inc. 401(k) Plan
- EOY ind #4086
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 Real Estate retirement plans → · Plans in Indiana →
Barrett & Stokely Inc Retirement Readiness 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 351402847 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barrett & Stokely, Inc.)
Sponsor-wide plan assets over time
All Barrett & Stokely, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 31.659063555042067% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $10M |
| 2023 | 1 | 228 | $12M |
| 2024 | 1 | 300 | $14M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Barrett & Stokely Inc Retirement Readiness 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Ayzenberg Group Inc. 401(k) Plan in CA ($10M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Ayzenberg Group Inc. 401(k) Plan (CA) $10M · 210
- Silver State International Trucks 401(k) Profit Sharing Plan (NV) $10M · 149
- Ray & Raymond Auto Group 401(k) Plan (IL) $10M · 220
- Lakeside Manufacturing Retirement Plan (WI) $10M · 129
Similar participant headcount
Nearest other-state filings by covered participants (214 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.