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
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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

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

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

Barrett & Stokely Inc Retirement Readiness 401(k) PlanBarrett & Stokely Inc Retire…$10MAyzenberg Group Inc. 401(k) PlanAyzenberg Group Inc. 401(k) …$10MSilver State International Trucks 401(k) Profit Sharing PlanSilver State International T…$10MRay & Raymond Auto Group 401(k) PlanRay & Raymond Auto Group 401…$10MLakeside Manufacturing Retirement PlanLakeside Manufacturing Retir…$10M
End-of-year total assets ($M) among Barrett & Stokely Inc Retirement Readiness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN351402847
Plan Effective Date1995-01-01
Filing StatusFILING 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
$10M$11M$12M$13M$14M 202220232024 $10.4M $13.7M ▲ +31.6%
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.

Barrett & Stokely Inc Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Barrett & Stokely Inc Retirement Readiness 401(k) Plan, Total assets ($B): 0.010366589 · Participants: 214Barrett & Stokely Inc Retirement Readiness 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Barrett & Stokely Inc Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

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.

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.

Frequently Asked Questions

How did Barrett & Stokely Inc Retirement Readiness 401(k) Plan assets move in 2022?
Barrett & Stokely Inc Retirement Readiness 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Barrett & Stokely, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Barrett & Stokely, Inc.'s sponsor-wide assets grew 31.7%, from $10M to $14M.
Which 401(k) plans are similar in size to Barrett & Stokely Inc Retirement Readiness 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ayzenberg Group Inc. 401(k) Plan in CA ($10M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Barrett & Stokely Inc Retirement Readiness 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Phoenix Processor Retirement Savings Plan in WA (214 participants, $9M in assets).