401(k) · DOL Form 5500 · 2022

Barclay Damon LLP 401(k) Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
420
Participants Below avg headcount
94th
Percentile by assets National rank
$337,900
Avg per participant High balance/head
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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.

  • #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.

#20,594
in Professional & Technical Services (21,562 peers)
-17.3%
assets change YoY
1.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Barclay Damon LLP Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$141,918,070 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

Barclay Damon LLP Profit Sharing and 401(k) 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. Barclay Damon LLP Profit Sharing and 401(k) Plan sits mid-pack in the medium band (420 participants).

EBSA filing schedule strip

Filing strip 150339022 · Barclay Damon LLP PY 2022 · 401(k)

Barclay Damon LLP Profit Sharing and 401(k) Plan · $142M · 420 · 94th

  • EBSA $142M
  • PART 420
  • TYPE 94th
  • NET 401(k)
  • BOOK near Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #20594

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 New York →

Barclay Damon LLP Profit Sharing and 401(k) Plan in the asset neighbourhood

Barclay Damon LLP Profit Sharing and 401(k) PlanBarclay Damon LLP Profit Sha…$142MBanner & Witcoff, Ltd. 401(k) Profit Sharing Plan & TrustBanner & Witcoff, Ltd. 401(k…$142MAegis 401(k) Retirement Plan$142MSpring Education Group 401(k) Retirement PlanSpring Education Group 401(k…$142MR.C. Willey Home Furnishings Combined Retirement Investment Savings PlanR.C. Willey Home Furnishings…$142M
End-of-year total assets ($M) among Barclay Damon LLP Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$142M
Net Income-$30M
Employer EIN150339022
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barclay Damon LLP)

Sponsor-wide plan assets over time

All Barclay Damon LLP plans reported in each filing year

Latest sponsor-wide plan assets
$187M 31.801449949255932% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $142M $187M ▲ +31.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Barclay Damon LLP Profit Sharing and 401(k) Plan, Total assets ($B): 0.14191807 · Participants: 420Barclay Damon LLP Profit Sharing and 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Barclay Damon LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Barclay Damon LLP Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Barclay Damon LLP Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust in IL ($142M); by covered participants it is Pinterest 401(k) Plan in CA (420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 Barclay Damon LLP Profit Sharing and 401(k) Plan assets move in 2022? ▼
Barclay Damon LLP Profit Sharing and 401(k) Plan declined sharply - down 17.3% during 2022, from $172M to $142M. Reported net income was -$30M.
How have Barclay Damon LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barclay Damon LLP's sponsor-wide assets grew 31.8%, from $142M to $187M.
Where does Barclay Damon LLP Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Barclay Damon LLP Profit Sharing and 401(k) 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 401(k) plans are similar in size to Barclay Damon LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust in IL ($142M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Barclay Damon LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinterest 401(k) Plan in CA (420 participants, $11M 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 150339022.

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.