401(k) · DOL Form 5500 · 2022

Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
134
Participants Small participant base
68th
Percentile by assets National rank
$86,227
Avg per participant Below avg balance/head
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Official DOL plan name: Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P · Sponsored by Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson · New York · Professional & Technical Services

$12M in assets, 134 participants

Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson's Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P reported $12M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,428 in Professional & Technical Services (21,562 peers)

Coverage in New York

Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $12M.

#14,428
in Professional & Technical Services (21,562 peers)
+2.5%
assets growth YoY

Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P's outsized position by total assets

Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P vs every filed plan by assets

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

$11,554,419 Top 32% higher than 68% 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

Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P 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. Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P sits mid-pack in the medium band (134 participants).

Form 5500 schedule snapshot

Filing strip 133806401 · Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson PY 2022 · 401(k)

Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P · $12M · 134 · 68th

  • PHOTO $12M
  • IND 134
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Kellstrom Aerospace Employees Retirement Plan & Trust
  • PCT ind #14428

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 →

Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P in the asset neighbourhood

Cms/Nextech 401(k) Plan$12MBarasch & Mcgarry, P. C. , 401(k) Profit Sharing PBarasch & Mcgarry, P. C. , 4…$12MKellstrom Aerospace Employees Retirement Plan & TrustKellstrom Aerospace Employee…$12MThe Vollrath Company LLC Kewaunee Plant Employees Savings & Profit Sharing PlanThe Vollrath Company LLC Kew…$12ME.K. Machine Company, Inc. Retirement Savings PlanE.K. Machine Company, Inc. R…$12M
End-of-year total assets ($M) among Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$278K
Employer EIN133806401
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson)

Sponsor-wide plan assets over time

All Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson plans reported in each filing year

Latest sponsor-wide plan assets
$34M 197.9230197554719% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $11.6M $34.4M ▲ +198.0%
Year Plans Participants Total Assets
2022 1 134 $12M
2023 2 285 $27M
2024 2 330 $34M

Nearby 401(k) Plans in New York

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

Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P, Total assets ($B): 0.011554419 · Participants: 134Barasch & Mcgarry, P. C. , 401(k) Profit Sharing PIBM 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
Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P vs. nearby 401(k) plans in New York, assets vs. participants
Compare Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P side-by-side with 3 peers →

Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kellstrom Aerospace Employees Retirement Plan & Trust in IL ($12M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P assets move in 2022? ▼
Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P edged up modestly - up 2.5% during 2022, from $11M to $12M. Reported net income was $278K.
How have Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson's sponsor-wide assets grew 197.9%, from $12M to $34M.
Which 401(k) plans are similar in size to Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P? ▼
Among 401(k) plans in other states, the closest by assets is Kellstrom Aerospace Employees Retirement Plan & Trust in IL ($12M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants, N/A 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 133806401.

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.