Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Barona Employees 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Barona Band of Mission Indians · California · Arts, Entertainment & Recreation

What the 2023 filing shows

Barona Employees 401(k) Retirement Plan holds $101M for 1,725 participants — about $58,793 per participant, down 18.0% over the 2022 plan year.

$101M
total plan assets (2022 EOY)
1,725
covered participants
$58,793
avg assets per participant
-18.0%
assets change YoY

The plan reported a net loss of $22M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$101M
Participants
1,725
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Barona Employees 401(k) Retirement Plan

Barona Employees 401(k) Retirement Plan is a Profit Sharing retirement plan sponsored by Barona Band of Mission Indians, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $101M in total end-of-year assets and covers 1,725 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 330687849, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $124M at the beginning of 2022 to $101M at year-end — a decline of 18.0%. Net assets (after liabilities) closed the year at $101M, with reported net income of $-22,252,911 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$124M
Total Assets (End of Year)$101M
Net Assets (End of Year)$101M
Net Income$-22,252,911
Plan TypeProfit Sharing
Employer EIN330687849
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barona Band of Mission Indians)

Year Plans Participants Total Assets
2022 1 1,725 $101M
2023 1 1,783 $119M
2024 1 1,865 $134M

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Frequently Asked Questions

How much money is in the Barona Employees 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Barona Employees 401(k) Retirement Plan holds $101M in total assets with 1,725 participants. It is sponsored by Barona Band of Mission Indians.
What type of plan is Barona Employees 401(k) Retirement Plan?
Barona Employees 401(k) Retirement Plan is a Profit Sharing plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 330687849.
Who sponsors the Barona Employees 401(k) Retirement Plan?
Barona Employees 401(k) Retirement Plan is sponsored by Barona Band of Mission Indians, located in California. The sponsor's EIN is 330687849 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Barona Employees 401(k) Retirement Plan perform in 2022?
Barona Employees 401(k) Retirement Plan declined by 18.0% during 2022, moving from $124M to $101M in total assets. Net income was $-22,252,911.
Where can I find official filings for Barona Employees 401(k) Retirement Plan?
Official Form 5500 filings for Barona Employees 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330687849 or plan name at efast.dol.gov.
How does Barona Employees 401(k) Retirement Plan compare to other plans?
You can compare Barona Employees 401(k) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 330687849.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.