Other · DOL Form 5500 · 2022

Barry University Retirement Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
492
Participants Below avg headcount
94th
Percentile by assets National rank
$238,389
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barry University Defined Contribution Plan · Sponsored by Barry University · Florida · Educational Services

$117M in assets, 492 participants

Barry University's Barry University Defined Contribution Plan reported $117M in total assets and 492 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,566 in Educational Services (4,024 peers)

Where Barry University Defined Contribution Plan sits by assets

Barry University Defined Contribution Plan sits in the top 10% of all filed plans by assets, $117M for 492 participants (~$238,389/participant), down 15.9% in 2022.

#3,566
in Educational Services (4,024 peers)
-15.9%
assets change YoY
1.2×
vs typical plan assets (national mean)

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.

Barry University Defined Contribution Plan's outsized position by total assets

Barry University Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$117,287,359 Top 6% higher than 94% 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

Barry University Defined Contribution 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. Barry University Defined Contribution Plan sits mid-pack in the medium band (492 participants).

EBSA filing schedule strip

Filing strip 590624364 · Barry University PY 2022 · Other

Barry University Defined Contribution Plan · $117M · 492 · 94th

  • ASSETS $117M
  • PCT 492
  • EIN 94th
  • RANK Other
  • PHOTO near Central Washington Health Services Association Tax Sheltered Annuity Plan
  • IND ind #3566

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 Florida →

Barry University Defined Contribution Plan in the asset neighbourhood

Linfield University Defined Contribution Retirement PlanLinfield University Defined …$118MIthaka Harbors, Inc. 403(b) Retirement PlanIthaka Harbors, Inc. 403(b) …$118MBarry University Defined Contribution PlanBarry University Defined Con…$117MCentral Washington Health Services Association Tax Sheltered Annuity PlanCentral Washington Health Se…$117MPitzer College Academic Retirement PlanPitzer College Academic Reti…$117M
End-of-year total assets ($M) among Barry University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$117M
Net Income-$22M
Employer EIN590624364
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barry University)

Sponsor-wide plan assets over time

All Barry University plans reported in each filing year

Latest sponsor-wide plan assets
$220M 10.862329627145547% vs 2022
2024 filing year
$190M$200M$210M$220M$230M 202220232024 $198M $220M ▲ +10.9%
Year Plans Participants Total Assets
2022 2 2,277 $198M
2023 2 2,198 $214M
2024 2 2,742 $220M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Barry University Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants Barry University Defined Contribution Plan, Total assets ($B): 0.117287359 · Participants: 492Barry University Defined Contribution PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Barry University Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Barry University Defined Contribution Plan side-by-side with 3 peers →

Barry University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Central Washington Health Services Association Tax Sheltered Annuity Plan in WA ($117M); by covered participants it is American Academy of Pediatrics 403(b) Plan in IL (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 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 Barry University Defined Contribution Plan assets move in 2022? ▼
Barry University Defined Contribution Plan declined sharply - down 15.9% during 2022, from $139M to $117M. Reported net income was -$22M.
How have Barry University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barry University's sponsor-wide assets grew 10.9%, from $198M to $220M.
Where does Barry University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Barry University Defined Contribution Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Barry University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Central Washington Health Services Association Tax Sheltered Annuity Plan in WA ($117M, 1,811 participants).
Which Other plans cover a similar participant headcount to Barry University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is American Academy of Pediatrics 403(b) Plan in IL (492 participants, $4M in assets).

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 590624364.

Read our methodology - how this data is sourced, computed, and verified.

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