401(k) · DOL Form 5500 · 2022
Barbri, Inc. 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 365
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $95,210
- Avg per participant Below avg balance/head
Official DOL plan name: Barbri, Inc. 401(k) Plan · Sponsored by Barbri, Inc. · Texas · Educational Services
$35M in assets, 365 participants
Barbri, Inc.'s Barbri, Inc. 401(k) Plan reported $35M in total assets and 365 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #2,867 in Educational Services (4,024 peers)
Where Barbri, Inc. 401(k) Plan sits by assets
Barbri, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 365 participants (~$95,210/participant).
- #2,867
- in Educational Services (4,024 peers)
- -$4M
- reported net income
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barbri, Inc. 401(k) Plan's outsized position by total assets
Barbri, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,751,514 Top 15% higher than 85% 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
Barbri, Inc. 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. Barbri, Inc. 401(k) Plan sits mid-pack in the medium band (365 participants).
Plan-year Form 5500 strip
Filing strip 383837749 · Barbri, Inc. PY 2022 · 401(k)
Barbri, Inc. 401(k) Plan · $35M · 365 · 85th
- NET $35M
- NET 365
- NET 85th
- NET 401(k)
- NET near Weaver Companies 401(k) Plan
- NET ind #2867
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 Educational Services retirement plans → · Plans in Texas →
Barbri, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$4M |
| Employer EIN | 383837749 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barbri, Inc.)
Sponsor-wide plan assets over time
All Barbri, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 35.09850534857273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 365 | $35M |
| 2023 | 1 | 373 | $39M |
| 2024 | 1 | 415 | $47M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Barbri, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Weaver Companies 401(k) Plan in IL ($35M); by covered participants it is Your Part-Time Controller, LLC 401(k) Profit Sharing Plan in PA (365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Weaver Companies 401(k) Plan (IL) $35M · 444
- Wyoming Beverages, Inc. 401(k) Plan (WY) $35M · 311
- American State Bank & Trust Company ESOP (ND) $35M · 60
- Bristol Hospice 401(k) Plan (UT) $35M · 2,371
Similar participant headcount
Nearest other-state filings by covered participants (365 participants); asset peers above are excluded.
- Your Part-Time Controller, LLC 401(k) Profit Sharing Plan (PA) 365 · 0 off
- Prp Logistics 401(k) Plan (TN) 365 · 0 off
- The Tico Group, LLC 401(k) Plan (NY) 365 · 0 off
- Southeastern Computer Consultants, Inc. 401(k) Plan (MD) 365 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.