Defined Benefit (Pension) · DOL Form 5500 · 2022

The Barton Group Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
46
Participants Small participant base
78th
Percentile by assets National rank
$470,221
Avg per participant High balance/head
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Official DOL plan name: The Barton Group Pension Plan · Sponsored by The Barton Group · New York · Mining & Oil Extraction

$22M in assets, 46 participants

The Barton Group's The Barton Group Pension Plan reported $22M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #563 in Mining & Oil Extraction (892 peers)

Where The Barton Group Pension Plan sits by assets

The Barton Group Pension Plan sits in the top quartile of all filed plans by assets, $22M for 46 participants (~$470,221/participant), down 22.8% in 2022.

#563
in Mining & Oil Extraction (892 peers)
-22.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Barton Group Pension Plan's outsized position by total assets

The Barton Group Pension Plan vs every filed plan by assets

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

$21,630,181 Top 22% higher than 78% 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

The Barton Group Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Barton Group Pension Plan is a small filing (46 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 231624372 · The Barton Group PY 2022 · Defined Benefit (Pension)

The Barton Group Pension Plan · $22M · 46 · 78th

  • SCH $22M
  • SCH 46
  • SCH 78th
  • SCH Defined Benefit (Pension)
  • SCH near IBEW Local 688 Pension Plan
  • SCH ind #563

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 Mining & Oil Extraction retirement plans → · Plans in New York →

The Barton Group Pension Plan in the asset neighbourhood

The Springs Company Noncontributory Retirement PlanThe Springs Company Noncontr…$22MThe Barton Group Pension Plan$22MIBEW Local 688 Pension Plan$22MHill's Pet Nutrition, Inc. Union Employees Pension PlanHill's Pet Nutrition, Inc. U…$22MFairbanks Scales Inc. Pension PlanFairbanks Scales Inc. Pensio…$22M
End-of-year total assets ($M) among The Barton Group Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$22M
Net Income-$6M
Employer EIN231624372
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Barton Group)

Sponsor-wide plan assets over time

All The Barton Group plans reported in each filing year

Latest sponsor-wide plan assets
$64M 10.186548732845768% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $58M $63.9M ▲ +10.2%
Year Plans Participants Total Assets
2022 2 172 $58M
2023 2 163 $63M
2024 2 164 $64M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Barton Group Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Barton Group Pension Plan, Total assets ($B): 0.021630181 · Participants: 46The Barton Group Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
The Barton Group Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Barton Group Pension Plan side-by-side with 3 peers →

The Barton Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is IBEW Local 688 Pension Plan in OH ($22M); by covered participants it is Mcdermott Will & Emery Cash Balance Plan for Capital Partners in IL (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 The Barton Group Pension Plan assets move in 2022? ▼
The Barton Group Pension Plan declined sharply - down 22.8% during 2022, from $28M to $22M. Reported net income was -$6M.
How have The Barton Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Barton Group's sponsor-wide assets grew 10.2%, from $58M to $64M.
Where does The Barton Group Pension Plan rank by assets among Form 5500 filers? ▼
The Barton Group Pension Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Barton Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local 688 Pension Plan in OH ($22M, 143 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Barton Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mcdermott Will & Emery Cash Balance Plan for Capital Partners in IL (46 participants, $52K 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 231624372.

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.