401(k) · DOL Form 5500 · 2022

Bartow Ford Co. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
253
Participants Below avg headcount
67th
Percentile by assets National rank
$43,856
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bartow Ford Co. 401(k) Retirement Plan · Sponsored by Bartow Ford Co. · Florida · Retail Trade

$11M in assets, 253 participants

Bartow Ford Co.'s Bartow Ford Co. 401(k) Retirement Plan reported $11M in total assets and 253 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #7,387 in Retail Trade (9,519 peers)

Coverage in Florida

Bartow Ford Co. 401(k) Retirement Plan covers 253 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#7,387
in Retail Trade (9,519 peers)
-21.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bartow Ford Co. 401(k) Retirement Plan's outsized position by total assets

Bartow Ford Co. 401(k) Retirement Plan vs every filed plan by assets

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

$11,095,594 Top 33% higher than 67% 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

Bartow Ford Co. 401(k) Retirement 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. Bartow Ford Co. 401(k) Retirement Plan sits mid-pack in the medium band (253 participants).

DOL schedule card

Filing strip 590687878 · Bartow Ford Co. PY 2022 · 401(k)

Bartow Ford Co. 401(k) Retirement Plan · $11M · 253 · 67th

  • BOOK $11M
  • BOOK 253
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Norman Equipment Company Tax-Deferred Savings and Profit Sharing Plan
  • BOOK ind #7387

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 Retail Trade retirement plans → · Plans in Florida →

Bartow Ford Co. 401(k) Retirement Plan in the asset neighbourhood

Bartow Ford Co. 401(k) Retirement PlanBartow Ford Co. 401(k) Retir…$11MNorman Equipment Company Tax-Deferred Savings and Profit Sharing PlanNorman Equipment Company Tax…$11MFoundation Source 401(k) Plan$11MSmc Global Holdings, Inc. Savings Plan and TrustSmc Global Holdings, Inc. Sa…$11MCommunity Solutions, Inc. 401(k) Profit-Sharing PlanCommunity Solutions, Inc. 40…$11M
End-of-year total assets ($M) among Bartow Ford Co. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN590687878
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartow Ford Co.)

Sponsor-wide plan assets over time

All Bartow Ford Co. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.63997943688278% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $15.8M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 253 $11M
2023 1 247 $14M
2024 1 257 $16M

Nearby 401(k) Plans in Florida

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

Bartow Ford Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bartow Ford Co. 401(k) Retirement Plan, Total assets ($B): 0.011095594 · Participants: 253Bartow Ford Co. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Bartow Ford Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Bartow Ford Co. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Norman Equipment Company Tax-Deferred Savings and Profit Sharing Plan in IL ($11M); by covered participants it is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Bartow Ford Co. 401(k) Retirement Plan assets move in 2022?
Bartow Ford Co. 401(k) Retirement Plan declined sharply - down 21.5% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Bartow Ford Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bartow Ford Co.'s sponsor-wide assets grew 42.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Bartow Ford Co. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Norman Equipment Company Tax-Deferred Savings and Profit Sharing Plan in IL ($11M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Bartow Ford Co. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 participants, N/A in assets).