Other · DOL Form 5500 · 2022
The Barnes Foundation Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 204
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $42,782
- Avg per participant Low balance/head
Official DOL plan name: The Barnes Foundation Defined Contribution Retirement Plan · Sponsored by The Barnes Foundation · Pennsylvania · Educational Services
$9M in assets, 204 participants
The Barnes Foundation's The Barnes Foundation Defined Contribution Retirement Plan reported $9M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,825 in Educational Services (4,024 peers)
Coverage in Pennsylvania
The Barnes Foundation Defined Contribution Retirement Plan covers 204 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.
- #1,825
- in Educational Services (4,024 peers)
- -6.6%
- assets change YoY
The plan reported a net loss of $615K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Barnes Foundation Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Barnes Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,727,552 Top 38% higher than 62% 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
The Barnes Foundation Defined Contribution Retirement 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. The Barnes Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (204 participants).
Form 5500 schedule snapshot
Filing strip 236000149 · The Barnes Foundation PY 2022 · Other
The Barnes Foundation Defined Contribution Retirement Plan · $9M · 204 · 62nd
- EIN $9M
- EIN 204
- EIN 62nd
- EIN Other
- EIN near 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.
- EIN ind #1825
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 Pennsylvania →
The Barnes Foundation Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$615K |
| Employer EIN | 236000149 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Barnes Foundation)
Sponsor-wide plan assets over time
All The Barnes Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 42.21653448756306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $9M |
| 2023 | 1 | 232 | $11M |
| 2024 | 1 | 309 | $12M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
The Barnes Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. in AZ ($9M); by covered participants it is Community Medical Center Inc. Tax Deferred Annuity Plan in NE (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (204 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.