Profit Sharing · DOL Form 5500 · 2023
Robert J Barr Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Robert J Barr · Sponsored by Robert J Barr · Ohio · Healthcare & Social Assistance
$4M in assets, 2 participants
Robert J Barr's Robert J Barr reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,067 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Robert J Barr holds $4M for 2 participants - about $1.8M per participant, in the lower half of filed plans by assets.
- #7,067
- in Healthcare & Social Assistance (17,684 peers)
- +5.1%
- assets growth YoY
Robert J Barr's mid-pack asset rank among Healthcare & Social Assistance and all filers
Robert J Barr vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,513,971 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Robert J Barr among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J Barr is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert J Barr reported net income rose from -$481K in the plan year 2022 filing to $169K in the plan year 2023 filing.
- Robert J Barr end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 341399396 · Robert J Barr PY 2023 · Profit Sharing
Robert J Barr · $4M · 2 · 38th
- TYPE $4M
- NET 2
- BOOK 38th
- VS-ST Profit Sharing
- BOY near Vartanian & Sons, Inc. Profit Sharing Plan
- SCH ind #7067
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Robert J Barr in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $169K |
| Employer EIN | 341399396 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert J Barr)
Sponsor-wide plan assets over time
All Robert J Barr plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.616496327887575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 2 | $4M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Robert J Barr's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Vartanian & Sons, Inc. Profit Sharing Plan in NY ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.