401(k) · DOL Form 5500 · 2022
Barclay Damon LLP 401(k) Plan
Data updated 2026-08-11
- $142M
- Total assets
- 420
- Participants
- 94th
- Percentile by assets
- $337,900
- Avg per participant
Official DOL plan name: Barclay Damon LLP Profit Sharing and 401(k) Plan · Sponsored by Barclay Damon LLP · New York · Professional & Technical Services
$142M in assets, 420 participants
Barclay Damon LLP's Barclay Damon LLP Profit Sharing and 401(k) Plan reported $142M in total assets and 420 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.
- 94th percentile by assets (of 139,126 plans)
- #20,594 in Professional & Technical Services (21,562 peers)
Where Barclay Damon LLP Profit Sharing and 401(k) Plan sits by assets
Barclay Damon LLP Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $142M for 420 participants (~$337,900/participant), down 17.3% in 2022.
- $142M
- total plan assets (2022 EOY)
- 420
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $337,900
- avg assets per participant
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barclay Damon LLP Profit Sharing and 401(k) Plan vs the 2022 asset distribution
By assets, Barclay Damon LLP Profit Sharing and 401(k) Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $172M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | -$30M |
| Employer EIN | 150339022 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barclay Damon LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 420 | $142M |
| 2023 | 1 | 417 | $165M |
| 2024 | 1 | 461 | $187M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Barclay Damon LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Barclay Damon LLP Profit Sharing and 401(k) Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Barclay Damon LLP Profit Sharing and 401(k) Plan's numbers.
- By total assets, Barclay Damon LLP Profit Sharing and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Barclay Damon LLP's sponsor-wide assets have grown 31.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans