Profit Sharing · DOL Form 5500 · 2023

Barnhart-Davis Company Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
35
Participants Small participant base
33rd
Percentile by assets National rank
$68,719
Avg per participant Below avg balance/head
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Official DOL plan name: Barnhart-Davis Company Profit Sharing Plan · Sponsored by Barnhart-Davis Company · Pennsylvania · Retail Trade

$2M in assets, 35 participants

Barnhart-Davis Company's Barnhart-Davis Company Profit Sharing Plan reported $2M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,736 in Retail Trade (8,414 peers)

Barnhart-Davis Company multi-year trail

Barnhart-Davis Company's plans moved +45.5% in assets from 2022 to 2024; this filing shows Barnhart-Davis Company Profit Sharing Plan at $2M / 35 participants.

#3,736
in Retail Trade (8,414 peers)
+21.1%
assets growth YoY

Barnhart-Davis Company Profit Sharing Plan among the smaller filed plans by assets

Barnhart-Davis Company Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,405,152 33rd percentile higher than 33% of 127,068 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 2023

Barnhart-Davis Company Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barnhart-Davis Company Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barnhart-Davis Company Profit Sharing Plan reported net income rose from -$477K in the plan year 2022 filing to $419K in the plan year 2023 filing.
  • Barnhart-Davis Company Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Barnhart-Davis Company Profit Sharing Plan reported participants rose from 29 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 250340970 · Barnhart-Davis Company PY 2023 · Profit Sharing

Barnhart-Davis Company Profit Sharing Plan · $2M · 35 · 33rd

  • ASSETS $2M
  • PCT 35
  • EIN 33rd
  • RANK Profit Sharing
  • PHOTO near Gould Enterprises, Inc. Retirement Plan
  • IND ind #3736

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 Pennsylvania →

Barnhart-Davis Company Profit Sharing Plan in the asset neighbourhood

Barnhart-Davis Company Profit Sharing PlanBarnhart-Davis Company Profi…$2MGould Enterprises, Inc. Retirement PlanGould Enterprises, Inc. Reti…$2MPark Place Associates Retirement PlanPark Place Associates Retire…$2MDfs Management, Inc. Retirement PlanDfs Management, Inc. Retirem…$2MInterstate Td Investments, LLC Profit Sharing PlanInterstate Td Investments, L…$2M
End-of-year total assets ($M) among Barnhart-Davis Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Barnhart-Davis Company multi-year asset trail

Sponsor-wide plan assets over time

All Barnhart-Davis Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 45.50322439016531% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.99M $2.89M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 29 $2M
2023 1 35 $2M
2024 1 33 $3M

Barnhart-Davis Company filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$419K
Employer EIN250340970
Plan Effective Date1966-11-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Barnhart-Davis Company Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Barnhart-Davis Company Profit Sharing Plan, Total assets ($B): 0.002405152 · Participants: 35Barnhart-Davis Company Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Barnhart-Davis Company Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Barnhart-Davis Company Profit Sharing Plan side-by-side with 3 peers →

Barnhart-Davis Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Gould Enterprises, Inc. Retirement Plan in TN ($2M); by covered participants it is Magellan International Trading Corporation Profit Sharing Plan in IL (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Barnhart-Davis Company Profit Sharing Plan assets move in 2023? ▼
Barnhart-Davis Company Profit Sharing Plan grew sharply - up 21.1% during 2023, from $2M to $2M. Reported net income was $419K.
How have Barnhart-Davis Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barnhart-Davis Company's sponsor-wide assets grew 45.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Barnhart-Davis Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gould Enterprises, Inc. Retirement Plan in TN ($2M, 45 participants).
Which Profit Sharing plans cover a similar participant headcount to Barnhart-Davis Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Magellan International Trading Corporation Profit Sharing Plan in IL (35 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250340970.

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.