401(k) · DOL Form 5500 · 2022

Barton & Associates Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
365
Participants Below avg headcount
73rd
Percentile by assets National rank
$41,660
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barton & Associates Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Barton & Associates Inc. · Massachusetts · Administrative & Support Services

$15M in assets, 365 participants

Barton & Associates Inc.'s Barton & Associates Inc 401(k) Profit Sharing Plan and Trust reported $15M in total assets and 365 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,285 in Administrative & Support Services (4,927 peers)

Barton & Associates Inc. multi-year trail

Barton & Associates Inc.'s plans moved +47.2% in assets from 2022 to 2024; this filing shows Barton & Associates Inc 401(k) Profit Sharing Plan and Trust at $15M / 365 participants.

#4,285
in Administrative & Support Services (4,927 peers)
-29.0%
assets change YoY

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.

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$15,205,796 Top 27% higher than 73% 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

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust 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. Barton & Associates Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (365 participants).

DOL schedule card

Filing strip 043582777 · Barton & Associates Inc. PY 2022 · 401(k)

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust · $15M · 365 · 73rd

  • IND $15M
  • IND 365
  • IND 73rd
  • IND 401(k)
  • IND near Terminal Supply Co. 401(k) Profit Sharing Plan and Trust
  • IND ind #4285

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Barton & Associates Inc 401(k) Profit Sharing Plan and TrustBarton & Associates Inc 401(…$15MTerminal Supply Co. 401(k) Profit Sharing Plan and TrustTerminal Supply Co. 401(k) P…$15MQuad County Ready Mix 401(k) PlanQuad County Ready Mix 401(k)…$15MLancaster Toyota, Inc. 401(k) Profit Sharing PlanLancaster Toyota, Inc. 401(k…$15MKarns Prime & Fancy Food, Ltd.401(k) Profit Sharing PlaKarns Prime & Fancy Food, Lt…$15M
End-of-year total assets ($M) among Barton & Associates Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Barton & Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barton & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 47.2391185571607% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $22.4M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 365 $15M
2023 1 415 $19M
2024 1 557 $22M

Barton & Associates Inc. filing trail (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$15M
Net Income-$6M
Employer EIN043582777
Plan Effective Date2007-11-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Barton & Associates Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.015205796 · Participants: 365Barton & Associates Inc 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Barton & Associates Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Terminal Supply Co. 401(k) Profit Sharing Plan and Trust in MI ($15M); by covered participants it is Your Part-Time Controller, LLC 401(k) Profit Sharing Plan in PA (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Barton & Associates Inc 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust declined sharply - down 29.0% during 2022, from $21M to $15M. Reported net income was -$6M.
How have Barton & Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barton & Associates Inc.'s sponsor-wide assets grew 47.2%, from $15M to $22M.
Which 401(k) plans are similar in size to Barton & Associates Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Terminal Supply Co. 401(k) Profit Sharing Plan and Trust in MI ($15M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Barton & Associates Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Your Part-Time Controller, LLC 401(k) Profit Sharing Plan in PA (365 participants, $25M 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 043582777.

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.