401(k) · DOL Form 5500 · 2022
Barbri, Inc. 401(k) Plan
Data updated 2026-08-11
- $35M
- Total assets
- 365
- Participants
- 85th
- Percentile by assets
- $95,210
- Avg per participant
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.
- 85th percentile by assets (of 139,126 plans)
- #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).
- $35M
- total plan assets (2022 EOY)
- 365
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $95,210
- avg assets per participant
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.
Where Barbri, Inc. 401(k) Plan sits 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 vs the 2022 asset distribution
By assets, Barbri, Inc. 401(k) Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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.)
| 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.
Barbri, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Barbri, Inc. 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How have Barbri, Inc. plan assets changed over time? ▼
Where does Barbri, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Barbri, Inc. 401(k) Plan? ▼
Next read for Barbri, Inc. 401(k) Plan
Scale reading
Ways to act on Barbri, Inc. 401(k) Plan's numbers.
- By total assets, Barbri, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Barbri, Inc.'s sponsor-wide assets have grown 35.1% since 2022 across 3 plan years on file. More Educational Services plans