401(k) · DOL Form 5500 · 2022
Barry Isett & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $79,863
- Avg per participant Below avg balance/head
Official DOL plan name: Barry Isett & Associates Inc 401(k) Ps Plan · Sponsored by Barry Isett & Associates, Inc. · Pennsylvania · Professional & Technical Services
$17M in assets, 213 participants
Barry Isett & Associates, Inc.'s Barry Isett & Associates Inc 401(k) Ps Plan reported $17M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #16,080 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Barry Isett & Associates Inc 401(k) Ps Plan covers 213 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.
- #16,080
- in Professional & Technical Services (21,562 peers)
- -10.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barry Isett & Associates Inc 401(k) Ps Plan's outsized position by total assets
Barry Isett & Associates Inc 401(k) Ps Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,010,823 Top 25% higher than 75% 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
Barry Isett & Associates Inc 401(k) Ps 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 Isett & Associates Inc 401(k) Ps Plan sits mid-pack in the medium band (213 participants).
Plan-year Form 5500 strip
Filing strip 232489372 · Barry Isett & Associates, Inc. PY 2022 · 401(k)
Barry Isett & Associates Inc 401(k) Ps Plan · $17M · 213 · 75th
- PART $17M
- TYPE 213
- NET 75th
- BOOK 401(k)
- VS-ST near Thekey 401(k) Plan
- BOY ind #16080
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Barry Isett & Associates Inc 401(k) Ps Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 232489372 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barry Isett & Associates, Inc.)
Sponsor-wide plan assets over time
All Barry Isett & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 48.47817288141276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 443 | $20M |
| 2023 | 2 | 489 | $25M |
| 2024 | 2 | 497 | $30M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Barry Isett & Associates Inc 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Thekey 401(k) Plan in CA ($17M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Thekey 401(k) Plan (CA) $17M · 1,484
- Irdeto USA, Inc. Savings Plan (MI) $17M · 51
- Fred Loya Insurance 401(k) Retirement Plan (TX) $17M · 1,807
- Cosmo International Corp 401(k) Profit Sharing Plan & Trust (FL) $17M · 130
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Atlantic Capital Bank 401(k) Plan (GA) 213 · 0 off
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 213 · 0 off
- Lmb, Inc. 401(k) Plan (TX) 213 · 0 off
- The Road Machinery LLC Employee Thrift Pension Plan (AZ) 213 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.